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The details section contains the following tabbed information associated with the customer. Some of the tabs may or may not display for all customers.

  • 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. 
  • Service Calls - Displays the customer location's service calls. See Viewing the Service Calls tab
  • Equipment - Displays the customer's equipment.
  • Contacts - Displays the customer's contacts.
  • Contracts - Displays the customer's contracts.
  • Jobs - Displays the customer's jobs.

Creating customers, locations, and service calls

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