My customers

My customers is the Plaspy section to keep track of the customers you sell GPS tracking to: which plan each one has, which devices it covers, until when it is paid, who is up to date and whom to remind to pay. It is made for resellers, installers and companies that resell tracking and keep those expiry dates in a spreadsheet today.

You find it in the top menu, under the briefcase icon My customers.

How it works

1. You register each customer with its contact details.
2. You give it a subscription: what it pays, how often and until which date it is paid (Paid until). The price and period come from a plan or are typed by hand.
3. You add to the subscription the items it covers: devices of your Plaspy account, ids of equipment that is not in Plaspy, or phone lines.
4. When the customer pays, you register the payment, or the customer pays online from its payment link. The Paid until date moves one period forward and the Plaspy devices of the subscription are renewed with it.
5. Before and after the expiry date, Plaspy sends the customer reminders by email, SMS or WhatsApp. If it does not pay, the subscription becomes Past due and, when the grace days end, Suspended.

Menu options

Each user only sees the options its privileges allow.

Who can use My customers

• Main account with active licenses: the section is not available in the free version.
• To save information the account needs 100 licensed devices or more, adding standard and professional licenses. With fewer, the section works as a preview (see below). If you buy licenses, the change can take a few minutes to show.
• Administrator sub users (type Administrator (Manage this account)): see and do everything, like the main account.
• Standard sub users: only get in if they belong to a My customers user group, and only to the pages and actions that group allows. A standard sub user without a group does not see the section. Sub users are created in Users.

Preview for accounts with fewer than 100 devices

If your account has fewer than 100 devices, or you are in the demo account, you will see at the top of every page the notice The below options are available for an account with 100 devices or more. In this mode:

• Every page and dialog opens, and you can go through the forms to see how each option works.
• Nothing is saved: the OK button of the dialogs is disabled, the Save button of Settings is hidden, and Delete, Void, Confirm payment, Cancel subscription, Reactivate, Test and the run-now buttons are disabled too. If you try to save, Plaspy answers Available for accounts with 100 devices or more.
• The setup assistant opens when you come in until you close it in that browser.

Limits

My customers grows with the licenses of your account:

• Records: each active customer, each subscription that is not cancelled and each item of those subscriptions counts 1. The price plans you create in Settings do not count. For example, 100 standard licenses give you 1,000 records.
• The Customers, plans and items box, at the top of Customers, Subscriptions and Settings, shows how many you use, the limit and how many are left (left). It turns red when you reach the limit and the button stops adding. The message is You reached the limit of … records: each active customer, plan and item counts 1, and each license adds to the limit.
• The Payment supports box, in Settings, shows the space used by the files attached to payments. Each file can be up to 5 MB. A voided payment keeps its support, so voiding does not free space.

Export to Excel

In Customers, Subscriptions and Payments, the Save to MS Excel icon of the top menu downloads the list with the filters and search you have applied. It shows when the list has rows and your user has the Export privilege on that page.

Articles in this section

• Customers
• Subscriptions
• Payments
• Payment link
• Sent notifications
• Settings
  • Setup assistant
  • Plans
  • Message templates
  • Expiry reminders
  • Payment gateways and methods
  • WhatsApp templates
• User groups
• Change history