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. 

Accessing the Customer Hub

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:

• Select the Customer Hub  Image RemovedHub icon at the top of Schedule.
• On the schedule board, right-click on the appointment and select View Customer Details or View Location Details.
• In the Unscheduled Appointments section of Schedule, right-click an appointment and select View Customer Details or View Location Details.

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