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. The headers can be used to sort data that displays by choosing the column header. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Use the Search field to search all fields and records. The displayed results are the top 100 records.

Topics within this section:

• Working with customers
• Working with locations
• Working with service calls

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:

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