Adding customers to the Fogwing CMMS platform is crucial in managing asset maintenance and service operations. In the Fogwing CMMS platform, a customer refers to an organization you have engaged in providing asset maintenance services, resolving issues, or providing value. Customers may include internal stakeholders or external clients who require maintenance or support services for their assets. This feature enables efficient communication and collaboration between customers and maintenance teams to ensure timely resolution of issues and optimal asset performance. This documentation provides a comprehensive guide to help you efficiently add and manage customer information within the platform.
1. How to add a Customer on the Fogwing CMMS Platform
The customer module on the Fogwing CMMS Platform enables you to streamline communication, track service history, and ensure personalized service delivery by correctly setting up customer profiles. Follow these step-by-step instructions to seamlessly add customers and enhance the overall effectiveness of your asset management system.
Steps to add a customer on the Fogwing CMMS platform:
Login to your Fogwing CMMS account by visiting https://app.assetplus.ai/
Click on the Settings menu item present on the menu bar.
Once on the settings page, click on Customer Management in the navigation bar and then on the "Customers" section.
Once on the Customers page, click on the Add Customer button.
The Add Customer form will appear.
Fill in the required data and click on the Submit button.
Field | Description |
Customer Name | Mention the Name of the Customer. |
Customer Code | Generate or mention the customer code. |
Customer Type | Mention the customer type. |
Contact Name | Mention the customer's contact name. |
Contact Email | Mention the customer's contact e-mail ID. |
Contact Number | Mention the Customer's contact number. |
Address | Mention the customer's address. |
Description | Describe the customer in a few words. |
Please remember the details of each parameter required to add a customer in the Fogwing CMMS.
2. How to assign Assets to the Customer on the Fogwing CMMS Platform
Steps to Assign Assets to the Customer in Fogwing CMMS:
Login to your Fogwing CMMS account by visiting https://app.assetplus.ai/
Click on the Settings menu item present on the menu bar.
Once on the settings page, click on Customer Management in the navigation bar and then on the "Customers" section.
Once on the Customers Page, click the three dots under the action section against the customer you wish to view or edit.
Click on the View/Edit option.
Edit customer form will appear. Go to the asset tab.
Search for the assets in the Assets tab or select them from the list provided and click the Update button.
Note: When adding a customer to the Fogwing CMMS Platform, you can assign assets by clicking the Asset tab before submitting the data.
3. How do you provide customer portal access control to the customer users on the Fogwing CMMS Platform
Steps to View/Edit a Supplier in Fogwing Asset+:
Login to your Fogwing CMMS account by visiting https://app.assetplus.ai/
Click on the Settings menu item present on the menu bar.
Once on the settings page, click on Customer Management in the navigation bar and then on the "Customers" section.
Once on the Customers Page, click the three dots under the action section against the customer you wish to view or edit.
Click on the View/Edit Button.
Click on the Access Control tab to edit the customer form.
Click on the Add button, mention the customer users' names and email Id, and press the Update button.
Note:
Up to 8 users can be provided with the customer portal access here. They can access the standard customer code and their respective emails to log in to the customer portal.
You can provide access to the customer users by clicking the Access control tab when adding a customer to the Fogwing CMMS Platform before submitting the data.
4. How do you delete the customer on the Fogwing CMMS Platform?
Steps to Delete a Customer in Fogwing Customer:
Login to your Fogwing CMMS account by visiting https://app.assetplus.ai/
Click on the Settings menu item present on the menu bar.
Once on the settings page, click on Customer Management in the navigation bar and then on the "Customers" section.
Once on the Customers Page, click the three dots under the action section against the customer you wish to view or edit.
Click on the Delete option.
You will receive the Delete Customer pop-up with the question," Are you sure to delete Customer Name?" Click on the Yes Option to delete the customer.
For any feedback and enquires on the functionalities of the plant in Asset+, write to our support team at [email protected]