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You can access the Customer Hub in one of three ways, with the last two methods having the selected customer or location highlighted on the hub page:
- Choose Select the Customer Hub
icon at the top of Schedule. - On the schedule board, right-click on the appointment and choose select View Customer Details or View Location Details.
- In the Unscheduled Appointments section of Schedule, right-click an appointment and choose select View Customer Details or View Location Details.
Viewing
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Customer Information
The Customer Hub displays the following information in the top scroll window.
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- Customer
- Notes
- Name
- ID
- Location
- Notes
- Name
- ID
- Address
- Address 2
- Phone
- Contact Person
- Service Area
- City
- State
- Postal Code
Viewing
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Detailed Customer Information
To see detail information for a customer, select the customer from the list on the Customer Hub.
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- Customer
Displays the customer's details. See Viewing the Customer Tab. - Location
Display's the customer location's details. See Viewing the Location Tab. - Open Appointments
Displays any open appointments for the customer. See Viewing the Open Appointments Tab. - Service Calls
Displays the customer location's service calls. See Viewing the Service Calls Tab. - Equipment
Displays the customer's equipment. See Viewing the Equipment Tab. - Contacts
Displays the customer's contacts. See Working with the Contacts Tab. - Contracts
Displays the customer's contracts. See Viewing the Contracts Tab. - Jobs
Displays the customer's jobs. See Viewing the Jobs Tab.
Creating
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Customers,
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Locations, and
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Service Calls
You have the option to right-click in the Customer Hub and create any of the following:
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Working with
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