Overview

While working in the field, you can add new customers directly from your mobile device without needing to contact the office. This allows you to capture customer information as soon as it becomes available and ensures that the new customer is immediately accessible within MobiWork.

If you would like to add or update a contact that is associated with the customer, please see the Customer Contacts page. Customer contacts are associated with the overarching customer profile. Regardless if the profile is set up as a residential or business profile, you can associate multiple contacts with the corresponding customer.

The sections below explain how to add a new customer from your mobile device.

How to Access the Feature

To add a new customer through the mobile device, you will first need to access the Customer feature. For more information on how to access this feature, please see the Mobile Customer Layout page.

Add Customer

When you are on the Customer page, select the Add tile located at the bottom of the Customer page:

After selecting the Add tile, you will be redirected to the Add Customer page:

On this page input the requisite information in the appropriate fields:

  • The customer's company name, if applicable.

  • The customer's current status (i.e., Open, Ongoing, At Risk, On Hold, or Lost)

  • The customer's first and last name

  • The mobile, home, or work phone numbers for the customer

  • The customer's email address.

  • Use the checkbox to indicate whether the new customer is a prospect.

Once the above fields are completed, scroll down to input the customer's location information

In the "Location Capture Method" drop-down, select how you would like to enter the customer's address information. By default, you can manually enter the customer's street address. However, you can also select to input the latitude and longitude coordinates instead:

  • If you select the "Street Address" option, you will be prompted to input the address, city, state, zip code, and country of the customer. The Geocode option will also get the approximate latitude and longitude from the entered address.

  • If you select the "Use Latitude And Longitude Only" option, you can use the device's coordinates to mark the customer's address, manually enter the latitude and longitude coordinates, or use the Geocode from the entered address.

Once you are satisfied with the new customer's information, press the Add tile to save the new customer. The new customer will then be available from both the MobiWork web application and the mobile device, allowing your team to access and manage the customer's information from either platform.