Customer Database

We are pleased to announce the Customer Database. This Customer Database provides a new way for service organizations manage their customer base, providing access to customer information in one place, accessible via the Customer option on the main navigation menu.

This new feature empowers users by centralizing customer data, enabling them to effortlessly manage, edit, and archive customer profiles. With streamlined accessibility, users can now efficiently create, edit, and locate customer records, enhancing overall workflow efficiency.

Key functionalities of the Customer Database include:

Customer Management: Seamlessly manage customer details such as addresses, key contacts, and customer notes.
Effortless Search Capabilities: Easily locate specific customers through advanced search functionality.
Interactive Mapping: Visualize customer locations with an integrated mapping feature.
Work Order History: Gain insights into past service engagements with detailed work order history.
Efficient Work Order Creation: Instantly generate new work orders directly from customer profiles.

Customer List

Customer Detail (1 of 2)

Customer Detail (2 of 2)

NOTE For warranty jobs dispatched by a network the default setting will prompt the user if they want to Save the Customer Record every time you access the work order. To update this setting got to Company Settings > Dispatch Settings > Here you can toggle the switch to Yes to auto save records without asking or No to not save any customer records.