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Required Fields

Every order requires these customer details:

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Full Name

Format: First and last name Examples:
  • ✅ “John Doe”
  • ✅ “Maria Garcia”
  • ❌ “John” (last name missing)
  • ❌ “J. Doe” (unclear first name)
Why required: Provider needs to verify identity and create account

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Email Address

Format: Valid email address Examples: Why required: Provider communications, account setup, billing
Use the end customer’s email, not your reseller email. Providers may need to contact the customer directly.

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Phone Number

Format: Full phone number with country code Examples:
  • ✅ “+1-555-123-4567”
  • ✅ “(555) 123-4567”
  • ❌ “5551234567” (no formatting)
  • ❌ “123-4567” (incomplete)
Why required: Scheduling installation, service activation, support

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Service Address

Required components:
  • Street address
  • City
  • State/Province
  • ZIP/Postal code
  • Country
Important details:
  • Unit numbers: Critical for apartments/condos
  • Building names: Helpful for large complexes
  • Gate codes: Include in notes if applicable
  • Access instructions: Delivery notes, parking info
Examples: ✅ Good: 
123 Main Street, Apt 4B
San Francisco, CA 94102
United States
❌ Bad: 
123 Main St
SF
(Missing unit number, city abbreviation, no ZIP code)

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Customer Preferences

Help providers deliver better service:
  • Preferred contact time: Morning, afternoon, evening
  • Installation preferences: Specific dates or time windows
  • Special requirements: Accessibility needs, language preferences
  • Equipment preferences: Own router vs. provider equipment

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Order Notes

Include helpful context: 
{
  "notes": "Customer works from home, needs installation scheduled on weekend. Prefers email communication. Building has restricted access Mon-Fri 9-5 only."
}

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Metadata

Track additional information: 
{
  "metadata": {
    "referralSource": "property-listing",
    "propertyId": "PROP-12345",
    "moveInDate": "2025-02-01",
    "unitNumber": "4B",
    "buildingName": "Sunset Towers"
  }
}

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Data Privacy

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Handle Customer Data Responsibly

  • Secure storage: Encrypt customer data at rest
  • Secure transmission: Always use HTTPS
  • Access control: Limit who can view customer info
  • Retention: Only keep data as long as needed
  • Compliance: Follow GDPR, CCPA, and other privacy regulations

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Don’t Share Without Permission

  • Customer data is for order fulfillment only
  • Don’t sell or share customer lists
  • Don’t use customer emails for marketing without opt-in
  • Follow all applicable privacy laws

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Validating Customer Data

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Pre-Submission Checks

function validateCustomerInfo(customerInfo) {
  const errors = [];

  // Name validation
  if (!customerInfo.fullName || customerInfo.fullName.trim().length < 3) {
    errors.push('Full name is required');
  }

  // Email validation
  const emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
  if (!emailRegex.test(customerInfo.email)) {
    errors.push('Valid email is required');
  }

  // Phone validation
  const phoneRegex = /^\+?[\d\s\-\(\)]+$/;
  if (!phoneRegex.test(customerInfo.phone) || customerInfo.phone.replace(/\D/g, '').length < 10) {
    errors.push('Valid 10-digit phone number is required');
  }

  return errors;
}

function validateServiceAddress(address) {
  const errors = [];

  if (!address.street) errors.push('Street address is required');
  if (!address.city) errors.push('City is required');
  if (!address.state) errors.push('State is required');
  if (!address.zipCode) errors.push('ZIP code is required');
  if (!address.country) errors.push('Country is required');

  return errors;
}

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Common Mistakes to Avoid

Wrong: Using reseller email/phoneRight: Using customer’s actual contact infoWhy: Providers need to reach the customer directly for scheduling and support.
Wrong: Missing unit numbers, abbreviated city namesRight: Complete address with all componentsWhy: Address errors cause order rejections and delays.
Wrong: Local number without area code, international number without country codeRight: Full phone number with proper formattingWhy: Providers can’t schedule without valid contact number.
Wrong: Using disposable or temporary email addressesRight: Customer’s permanent email addressWhy: Customers need ongoing access for account management and billing.

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Next Steps

Creating Orders

How to place orders

Order Submission

What happens after submission