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 it, head over to CheckedSafe. Each vehicle in there will have something assigned as its Vehicle/Equipment ID. Replace this with the AGG SMART vehicle ID.
Click Submit at the bottom of the page to save the change, then repeat this process for any additional vehicles.
Related Articles
Add A New Quote for A New Customer
If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time. First, ensure that they do not already exist in the system ...Add A New Quote for An Existing Customer
To create a new quote or job for an existing customer, you have two options. Either way, begin by finding the customer in the search bar at the top of the page (1), then click SELECT (2) on the corresponding row. This will open up a list of previous ...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, ...Using Quick Quote
The best way to add a new customer to AGG SMART is when they call in to place an order. Simply click on Quick Quote (1) to bring out the New Quote panel (2) from the right hand side of the screen. The top section asks you to fill in information about ...Cancel Pre-Authorised Payment and Take A New Payment
There are a number of reasons why you may need to cancel a pre-authorised payment and take a different one. The customer might want to pay via a different method, or on a different card, or you may not have pre-authorised enough money for the produce ...