Accessing the Downloads/Admin Section

Within the Customers / Quotes section, there is an additional option on the left had pane for Downloads. From here, you can export various reports containing data from your AGG SMART, as well as accessing a number of admin tools to manage the system.

Go to Customers / Quotes (1), make sure that the left hand pane is extended (2), click on the download icon (3).

• Related Articles

• 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, ...

• Site Contact Options

  When generating or updating a quote for a customer you can add the contact details of the person who is going to be on-site into the 'Site Contact / Receipt To' field. Along side this AGG SMART has some built-in features which help you to speed up ...

• 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 ...

• Merge Customers / Move Jobs

  Merge Customers On AGG SMART, you should always search for a customer first by the last few digits of their caller ID. Then if that returns a blank, then search by customer surname or company name. Sometimes, a customer may be created twice by ...

• Mailchimp Integration - Email Marketing

  AGG SMART integrates into Mailchimp (https://mailchimp.com/) so you can send out bulk marketing emails to your customers. We send across the following details so you can set up specific email campaigns based on customer last order or customer type. ...