How do I view company details?
Navigation: Open your Field Service workspace, then select Companies from the sidebar. Click on any company to open the detail view.
General Information tab
The General Information tab displays:
Company Name: The name of the organisation
Company Type: Customer, Supplier, or Distributor
Address: Physical location of the company
Custom Fields: All custom fields configured in Settings
Contacts tab
The Contacts tab shows:
All contacts associated with the company
Contact details including name, email, phone number, and role
Click + Add Contact to add a new contact
Click the ellipsis (three dots) next to a contact to edit or delete
Assets tab
The Assets tab displays:
All assets assigned to the company
Click on an asset to view its details
Click + Assign Asset to assign an existing asset to the company
History tab
The History tab shows:
All work orders related to the company
Work orders are listed chronologically from newest to oldest
Click on a work order to view its details