Viewing Customer Information (Mobile)
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On the Appointment Detail -
Service form, select the customer or contact name hyperlink to open the
Customer Detail - Service form.
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Review this information:
- Customer section: The customer name and address information.
- Contact section: The phone number and email address of the
contact.
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Units tab: A list of
the units currently assigned to the customer.
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Incidents tab: A list
of the incidents logged by the customer.
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Service tab: A list of
the service orders logged for the customer.
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Invoices tab: A list
of the invoices logged for the customer.
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Contracts tab: A list
of the contracts assigned to the customer.
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Optionally, select the customer address hyperlink to view the
address in the device's default map application.
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Optionally, select the customer phone number hyperlink to call the
number by using the device's phone dialer.