Accessing the Downloads/Admin Section

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, ...
    • 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 ...
    • Material Margin on Quote

      If you fill out your mix design batch details and material costs in the admin section, then AGG SMART can display your costs and margins when you are quoting a customer. You can also add fuel price per mile. AGG SMART will then let you know at a ...
    • Enhanced Project Pricing

      Project prices can now include Admixes. You can also print or email the project price list directly to the customer email address. Also, it is now possible to set a Part Load, Wait Time, or Pump charge specific to a customer from within the Project ...