Working with customers

Choose Customers and select a customer. In the Customer pane, use these additional tabs to view information:

• Location  - View Location information for the customer.
• Notes – View any additional notes that are associated with the customer. Depending on the MobileTech setup, you might not be able to edit an existing note. For more information, see  Create a Note.

Working with locations

From the Location tab in the Customer pane, select a location. In the Location pane, use these additional tabs to view information:

• Equipment
• Contacts - To contact someone at the customer location, use this tab to view contacts who are associated with the location. If email or telephone information is set up for the contact, you can choose the appropriate icon to launch your email app or call the contact. To add or edit contacts, see Creating or editing location contacts.
• Notes - View any additional notes that are associated with the customer. Depending on the MobileTech setup, you might not be able to edit an existing note. For more information, see Create a Note.

• Map - If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map. 

  If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates .