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.
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By default, Bill Only addresses are excluded from the initial view of customers. Mark the View Bill Only checkbox above the scrolling to window to include the Bill Only addresses. (Bill Only addresses are addresses with the Bill Only checkbox marked and are set up in Signature.) |
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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
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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The column order listed below is the default order. You can filter, sort, and rearrange the data in this window. Filtering, sorting, and rearranging data for more information. |
- Customer
- Notes
- Name
- ID
- Location
- Notes
- Name
- ID
- Address
- Address 2
- Phone
- Contact Person
- Service Area
- City
- State
- Postal Code
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