![]() Sometimes, a job may have multiple contacts that each need to receive. This will open up the customer card, where you can edit details for the customer, view previous job history, and notes/photos from old jobs. When you are viewing the Job Details on the Schedule or Jobs page, click on the Customers name. You are also able to edit and view customer information from the Jobs or Schedule page. You can also view Job History, Notes and Photos from the customer card! By default, the Edit Customer dialog will open to the Info tab. Click on the Jobs tab and you will then see a list of your Jobs History for that Customer! You can also click on the Media tab and see any Notes/Photos that have been added to any of these Jobs. On the Customers page, after you have found and opened the Customer record that you wish to edit, you will see the Edit User panel on the right. Be sure to select "Send Notifications" next to the phone number that you wish to be the recipient for SMS notifications. When you are done editing, remember to click Save. From there, simply click on the Customer record that you wish to open. You will also find all of your existing customers on the Customers page, available from the menu. Click on a Customer record to see their complete details, including previous jobs and media (notes/photos).Įditing and Viewing Customer Information Customers Page The easiest way to find existing Customers is to use the Search feature via Desktop. As you type, you will see a list of Results that will include Jobs and Customers. Be sure to select "Send Notifications" next to the phone number that you wish to receive text notifications. When done, click Save. Click on Customers in the menu.You can then click Create customer. The Create Customer menu will open on the right, where you can enter all of the customer's contact information. You can also add new customers on the Customers page. This feature is explored in the Create a Job training video as well. The easiest way to add new Customers is to enter their information when you create your first Job for them. Editing and Viewing Customer Information.
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