Viewing Customer Information (Mobile)

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