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Working with Customers
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Choose Select Customers and select a customer. In the Customer pane, use these additional tabs to view information:
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| Equipment |
| Contacts
To contact someone at the customer location, use this tab to view contacts who are associated with the location. If email or telephone information is set up for the contact, you can choose select the appropriate icon to launch your email app or call the contact. To add or edit contacts, see Creating or editing location contacts. |
| Notes
View any additional notes that are associated with the customer. Depending on the MobileTech setup, you might not be able to edit an existing note. For more information, see Create a Note. |
| Map
If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map. | Note |
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If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates. |
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| Reports
View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings. |
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