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Docs Mobile Find a customer

Find a customer

Look up a customer on site to see their details, addresses, notes, assets and past jobs.

Overview

Find Customer lets you look up any customer from your phone, whether or not you are booked on one of their jobs. The customer’s screen shows how to reach them, where they are, the notes held against them, the equipment you look after for them and their jobs. It is for looking things up.

Find Customer, with the Search Customers box above the list of customers
Step by step: look up a customer
  1. Tap FIND CUSTOMER on the home screen, or Find Customer in the menu.
  2. Type part of the customer’s name in Search Customers.
  3. Tap the customer.

The back arrow at the top of the customer’s screen returns to the list.

The customer’s screen

A customer's screen, with their name, email and phone numbers above the Addresses, Notes, Customer Assets/Equipment and Jobs sections

The card at the top shows the customer’s name and initials, their email, Contact:, Mobile: and Phone:. Tap a number to call it. Under the card are sections you tap to open.

Section What it shows
Addresses Each address, labelled Street Address, PO Box or its type.
Notes Notes on the customer, grouped by date. Tap a note to read it in Note Details.
Customer Assets/Equipment The customer’s assets. Tap one to open it.
Jobs The customer’s jobs by the date they were created, as number, name and status. Tap one to see it in Job Details.

Job Details shows the job’s contact, phone and address, its Materials, Timesheets, Purchase Orders and Job Notes, and its Images. Tap the back arrow to close it.

A customer asset

Tapping an asset under Customer Assets/Equipment opens it in place. It shows:

  • Next service date, or No schedule service date when none is set.
  • Asset Notes - notes on the asset, with the date and who wrote each.
  • Jobs for Asset - the jobs done on the asset. Tap one to see it in Job Details.
  • Images - photos of the asset. Tap one to see it full size.

The same sections appear for a job’s assets on the job’s HISTORY tab.

See also