This article shows you how to set up a new client (customer) in polt.ai. You can add the customer yourself, or invite the customer to complete their own details.
1. Check the customer isn't already in polt.ai
On the Customers page, click Check availability, type the customer name and click Check.
2. Click New customer
On the Customers page, click New customer, or open the quick actions menu and choose New customer. Then pick one of the options below.
Option A: Add customer
Use this when you have the customer's details and want to enter them yourself. Fill in:
Name
Address
Website
DUNS, TIN, DOT and MC numbers
Freight description
Team
Save, and the customer is added to your Customers list.
Option B: Invite customer
Use this when you want the customer to fill in their own details. Fill in:
Customer name
Contact name and contact email
Team
When the invite expires (for example, 3 days)
Whether to share your payment information with the customer when they complete the form
A billing email to CC (optional)
Send the invite. The customer appears in your Customers list with the lead status Invited until they complete the form.
Option C: Import customer
If you have the customer's details in a document, choose Import customer and attach the file. polt.ai uses AI to read the details from it.
3. Review the customer record
Open the customer from the Customers list to check their General details, contacts, addresses and settings. See How to find and review a client.