The Customer Hub shows customer data including their contact information, location, service calls, location equipment, location contacts, location contracts, and/or jobs. Notes and attachments can be added and viewed for the customer, location, service calls, and location equipment.
| Table of Contents |
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Accessing the Customer Hub
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The column order listed below is the default order. You can filter, sort, and rearrange the data in this window. Filtering, sorting, and rearranging data for more information. |
- Customer
- Notes
- Name
- ID
- Location
- Notes
- Name
- ID
- Address
- Address 2
- Phone
- Contact Person
- Service Area
- City
- State
- Postal Code
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