Help Center
Announcements
New AnnouncementsGetting Started
Check out these handy guides to get up and running on AGG SMART.Customers / Quotes
All about adding and managing customers and quotesShipping
All about planning and despatchTomTom Tablet
All about the TomTom / Webfleet tablets.Invoicing / Accounts
All about invoicing customers and accounts functionalityAGG NAV Driver App
All about the AGG NAV Android Driver appReporting
All about reporting and data downloadGeneral Settings
All about the general use of the AGG SMART service
Recent Articles
NEW - PayLinks and Online Ordering
?? Take orders while you sleep. With AGG SMART Online Ordering & Paylinks, your customers can: ✅ Place orders online 24/7 ✅ Pay instantly and securely by card ✅ Save time on the phone and get money in faster No more chasing payments. No more ...How to Connect Vehicles to CheckedSafe
When new vehicles have been added to your AGG SMART, they may also need adding to your CheckedSafe account. To do this, you'll first need to retrieve the vehicle ID from Manage Users in the admin section. Then, having either notes this down or copied ...Admin Section / Excel Downloads
To access the Admin Section and the Excel Downloads: Go to "Customers/Quotes" Select the "Download" tab on the side bar Click the "Please Select" button which will download Excel Report options (choose report required) Select the Date Range you want ...ULEZ/DVS and Other UK Zones
In order to see if a delivery/collection/depot address is within any HGV restricted zones, you can click on the Overlay button to show said zones on the map in Check Location. We will endeavour to keep these zones as up to date as possible. If you ...Card Payment Email Receipt
Payment Receipts AGG SMART can now send out automatic payment receipts for credit card payments. The customer will receive an email informing them of the amount captured or pre-authed on the card. It is sent by email automatically when a card ...
Popular Articles
Card Repeat Auth / Capture
AGG SMART (with SagePay) provides the facility to re-charge a previously charged card without having to re-enter the credit/debit card details. Once a card has been successfully pre-authed and captured, you will have the ability to charge this card ...Customer Notes (Special Codes)
[TERMS:##] Payment terms for invoice in days (NET) [TERMS1:EOM] Terms type End of Month + days from inv date [WARN:XYZ] Adds a text warning to the customer page [PO-Required] Require purchase order number to be filled in [noInvoice] Do not set ...Invoice Number Column
YELLOW background Quote Emailed GREEN background Invoice Emailed GREEN number Invoice Imported GREEN number (with green border) Invoice Imported (and confirmed in accounts package)How to Add a Pump Operator
When adding a job that involves a pump, you have the choice within Pump Info to select the Pump Operator. By default, the only option will be Own Pump. This identifies that the pump is being operated by yourselves. However, that may not be the case, ...Customer Text (SMS) Messages
AGG SMART (connected to www.voodoosms.com) has the facility to keep the customer up to date with their order via text message. Up to five text messages are sent to the customer per order. The text message is sent to the "Site Contact" mobile number ...