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:

• 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.

Viewing customer information Documentation Reviewer

To see a customer's details, you will need to select the customer from the list.

The details section contains the following tabbed information associated with the customer.

• Customer - See Viewing the Customer tab.
• Location - See Viewing the Location tab.
• Open Appointments
• Service Calls
• Equipment
• Contacts
• Contracts
• Jobs