Overview
Adding a customer is the most important workflow in SwiftWorks. When you add a customer, two things happen: the customer (and their service location) becomes part of your CRM, and SwiftWorks sends a connection request to the city's FOG program if that city uses SwiftComply. The city has to accept that request before you can submit compliance reports for the customer's location.
You only need to add a customer once. After it's saved, the customer stays in your list and any future orders or compliance reports start from that record.
Adding a customer
Click Customers in the top header.
Click Add Customer.
In the Add a Customer section, fill in the customer's basic info:
Establishment Name & Address (required) -- start typing the establishment's name and address.
Water Authority (required) -- which city or authority does this establishment belong to? This is a searchable drop-down field.
Device Details (required) -- enter the category, capacity, location, and pumping frequency of the GCD you're reporting. Click Add Another Device if there's more than one.
Click Send.
How adding a customer connects you to a city
If the customer's service location falls inside a city that uses SwiftComply FOG, SwiftWorks automatically sends a Provider Connection Request (sometimes called a sync request) to that city. Until the city approves the request, you'll see the customer in your CRM but you won't be able to submit compliance reports for them yet.
Once the city's FOG program approves the connection:
The Compliance section appears on the location with the city's compliance status, service frequency, and next pump out due date.
You can submit compliance reports (manifests) directly from the location.
The city sees your future pump out records on their end.
If a city doesn't appear when you try to add a customer, the city may not have SwiftComply FOG enabled for connections. Contact SwiftComply support and they'll confirm whether the city is set up.
What happens next
The customer is saved and appears in your Customers list.
You're taken to the customer's detail page where you can add equipment, additional locations, contacts, or schedule an order.
If the customer is in a SwiftComply city, the connection request is automatically generated and sent. You'll get a notification when the city approves or declines it.
FAQ
Q: How long does the city take to approve my connection request?
A: It depends on the city. Most programs review requests as they come in. If you've been waiting more than a few days, reach out to the city directly or contact SwiftComply support.
Q: Can I delete a customer if I added them by mistake?
A: You can archive a customer (soft-delete with restore) or fully delete one if there are no orders or reports tied to them. See Archiving and Restoring a Customer or Location.
Q: I get an error that says the location is missing a zipcode. What do I do?
A: Pick the location from the Google autocomplete suggestions instead of typing it in manually. The autocomplete fills in the zipcode for you. Without a valid zipcode the location can't be tied to a city.