Customers

Field employees can easily view and manage customer information from the app.

🔍 Accessing Customers

1. Tap the menu icon (three horizontal lines) in the top-left corner.
2. Select Customers.

You can:

• Use the search bar to find a customer.
• Scroll through the list manually.
• Tap the ➕ (plus) icon in the top-right to add a new customer.

If a customer has multiple service locations, a list will appear. Tap the correct location to continue.

👤 Customer Details

When you open a customer profile, you’ll see:

• Service Location
• Billing Address
• Notes

📥 1. Get History

Tap Get History to download the latest estimates, invoices, and job records from the server.

🗺 3. Location

Tap the Service Location to open it in Google Maps and see the distance from your current location.

📞 Call or Text

Tap the phone number under the Billing Address to call or send a message.

✏️ Edit Customer Info

Tap the pencil icon at the top right to update the billing or service address.

🧾 Estimates

• Tap Estimates to view all past estimates for this customer.
• You can also create a new estimate from here.

🛠 Jobs

• Tap Jobs to view job history or upcoming jobs.
• You can also create a new job from this screen.

💳 Invoices

• Tap Invoices to see the customer’s full invoice history and status.
• You can also create a new invoice here.

⚙️ Equipment

• Tap Equipment to view or update the customer’s equipment list.
• You can also add new equipment here.

📎 Attachments

• View all job-related attachments like images and documents under Attachments.

📝 Notes

• Tap Notes to view notes from all of this customer’s jobs.