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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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