To access a specific customer, simply select the desired customer from the Customers feature page:
Once you select a customer, you will be redirected to the View Customer page. On this page, you can view the customer's contact information, the customer's outstanding balance, as well as the manager assigned to handle the customer.
From this page, you can also access a variety of customer-related actions, such as creating work orders, quotes, invoices, and sales orders. Any invoices, quotes, work orders, or other entities created from the customer profile will be linked to the corresponding customer. The image below illustrates the mobile layout of the View Customer page:
The View Customer page is organized into the following sections:
The Actions Panel provides access to additional customer-related actions, such as adding work orders, sales orders, documents, notes, reminders, and more.
The "Information Panel" will display key contact specific-data regarding the customer, including the name of the customer, the address of the customer, and more.
The "Custom Fields" section will display relevant MobiFields. By default, the manager in charge of the customer and the outstanding balance will be shown; however, other custom fields can be displayed here. The MobiFields that cannot be displayed here include: forms, products, tables, customer status, work order status, the view form, and the view form print view.
The "Customer Actions" section provides convenient access to frequently used functions, such as creating work orders, quotes, and invoices for the selected customer. From this section, you can also create reminders, notes, and upload images and forms.
Selecting the Actions Panel tile provides access to actions that can be performed on the selected customer.
Some of these actions, like creating a work order, quote, etc. can also be accessed from the "Customer Actions" section.
The following subsections go into detail regarding the different customer-specific actions that are available from the Actions Panel.
Add Work Order
The "Add Work Order" action will allow you to add a work order for the selected customer. After pressing on the action, you will be redirected to the Add Work Order page:
The process of adding a work order through this method is identical to adding a work order through the Work Order feature. However, since the work order is added through the customer profile, the work order will be linked to the corresponding customer.
Once you are on the Add Work Order page, complete the requisite fields and press the Add tile to generate the new work order. For more information on how to add a work order through the mobile device, please see the Add Work Order page.
Add Quote
The "Add Quote" action allows you to create a quote for the selected customer; after selecting this action, you will be redirected to the Add Quote page:
Once you are on the Add Quote page, complete the requisite fields and press the Add tile to generate the new quote. The process for adding a quote through this action is the same as adding a quote through the Quote feature. However, because the quote is created directly from the customer profile, it is automatically linked to the corresponding customer.
For more information on adding a quote from your mobile device, please see the Add Quote page.
Add Invoice
The "Add Invoice" action will allow you to add an invoice for the selected customer. After pressing on the action, you will be redirected to the Add Invoice page:
On the Add Invoice page, use the corresponding tiles to populate the invoice; you will be able to add parts, services, discounts, markups and more. The process of adding an invoice through this method is identical to how an invoice is generated during the completion of a work order. The newly created invoice will be linked to the customer profile; this makes it convenient to manage customer billing directly from the customer profile.
Once the invoice has been populated, you will be able to use the Checkout tile and apply the customer's payment. For more information on creating an invoice from your mobile device, see the Add an Invoice page.
Add Sales Order
With the "Add Sales Order" action, you can add a new sales order for the selected customer; once you press on the tile, you will be redirected to the Add Sales Order page:
On the Add Sales Order page, use the corresponding tiles to populate the sales order; you will be able to add parts, services, and more.
Once the sales order has been populated, you will be able to use the Checkout tile and apply the customer's payment. The process for adding a sales order through this action is the same as adding a sales order through the Sales Order feature. For more information on creating a sales order from your mobile device, see the Add Sales Order page.
Unlike many of the other actions and features, the customer's "Add Sales Order" action can only be accessed from the Actions Panel; it will not be displayed in the "Customers Actions" section.
Add Image
The "Add Image" action makes it easy to capture and attach important visual information directly to the selected customer's profile. You can use your device's camera app to take a new picture, or select an existing image from your photo gallery using the Gallery tile:
This action gives you the flexibility to quickly capture and store customer-related images while working in the field.
Once saved, images can be easily accessed through the "Documents" action in either the Actions Panel or the "Customer Actions" section; thus, helping to keep important customer documentation conveniently organized and readily available.
Add Note
The "Add Note" action allows you to record important information about the selected customer. After entering the required information, select the Add tile to save the note:
Notes can be used to keep office staff informed, document customer-related details, or provide information for future reference. All notes associated with the customer can be accessed through the Notes feature in the Actions Panel.
Any customer notes added from the web can be viewed from the customer profile on the device, and vice versa.
Add Reminder
The "Add Reminder" feature will allow you to add a reminder for an intended user at a specific time. After pressing on the "Add Reminder" action, you will be redirected to the Add Reminder page.
On this page, select the users that the reminder is intended for, and the date/time of the reminder. You can also include a text description with additional details regarding the reminder. Once you are satisfied with the inputted information, press the Add tile to finalize the reminder or Cancel to go back:
Any reminders added from the web can also be viewed by the intended user on the device. Customer-specific reminders can be viewed on the customer profile. These reminders can also be viewed in your device's Notification Center. For more information about the Notification Center, please see the Notification Center page.
Web users will be able to see all listed reminders for the customer profile, regardless if the reminder was created from the device or web or if they are the reminder's intended user.
Edit
With the "Edit" action you will be able to update the customer's information even while on the go. After pressing on the Edit tile, you will be redirected to the Edit Customer page:
On this page you will be able to update the customer's name, contact information, and location. For more information on how to edit a customer through the mobile device, please see the Edit Customer page.
Unlike many of the other actions and features, the customer's "Edit" action can only be accessed from the Actions Panel; it will not be displayed in the "Customers Actions" section.
Edit Customer Credit
The "Edit Credit Balance" action allows you to update the credit balance associated with a customer directly from your mobile device. This action is useful when you need to adjust a customer's available credit, such as when applying a credit, correcting a balance, or updating customer account information while working in the field.
By pressing the "Edit Credit Balance" action, you will be redirected to the Edit Customer Credit page:
On this page you will be able to update the following:
Current Balance: The amount currently owed or outstanding on the customer's credit account before applying any payment.
Current Max Limit: The customer's existing maximum credit limit. This represents the highest balance the customer is currently allowed to have on credit.
Balance Payment: The amount of the customer's current balance that is being paid. Entering a payment reduces the outstanding balance accordingly.
New Max Limit: The new maximum credit limit to be applied to the customer's account. Use this field when you want to increase or decrease the amount of credit available to the customer.
These fields allow you to keep the customer's credit balance and credit limit up-to-date directly from the mobile device. Unlike many of the other actions and features, the customer's "Edit Customer Credit" action can only be accessed from the Actions Panel; it will not be displayed in the "Customers Actions" section.
Add Credit Card
Even while out on a job, you will be able to add or update the credit card attached to your customer's profile; the "Add Credit Card" action allows you to do just that.
With this action, you can add a credit card to the selected customer's profile directly from your mobile device. This feature is useful as it allows you to securely record a credit card for future billing transactions and help streamline payment processing.
After pressing on the Add Credit Card tile, you will be redirected to the Add Credit Card page:
On this page, input the credit card number, expiration date, and CSC number in the corresponding fields. The customer's credit card information can also be populated through the MobiWork web interface.
Note: Please note that in order to store the customer's credit card information, a viable payment connector must be set up to your MobiWork account.
Unlike many of the other actions and features, the customer's "Add Customer Credit" action can only be accessed from the Actions Panel; it will not be displayed in the "Customers Actions" section.
Documents
The "Documents" feature will allow you to upload and view documents or images associated with the customer. By pressing on the Documents tile, you will be redirected to the Customer Documents page:
On this page you will be able to view all the documents or images associated with the customer. To view a document or an image, simply press on the desired file.
You can quickly add a new photo to the customer profile by pressing the Plus Sign tile; you will then be prompted to upload an existing picture from your gallery or capture a new photo.
Office users can also upload documents through the "Documents" tab in the View Customer pop-up window. For more information on how office users can upload documents through the web application, please see the View Customer page.
Notes
The "Notes" feature allows you to record important information about the selected customer. Notes can be used to keep office staff informed, document customer-related details, or provide information about the customer for future reference:
To add a new note from the device, simply press the Plus Sign tile in the bottom right corner of your screen.
You will be redirected to the Add Note page; from this page you can indicate if the note should be customer-visible or not, as well as input the corresponding text for the note.
Once you are satisfied with the note, press the Add tile to save or press the Cancel tile to cancel.
Note: The "Notes" feature is ideal for text information, if you would like to save images please use the "Documents" feature.
All previously saved notes can be accessed from the Actions Panel or through the files in the "Actions" section
Office users can also add or view notes through the "Summary" tab in the View Customer pop-up window. For more information on how office users can add or view a note through the web application, please see the View Customer page.
Forms
The "Forms" feature provides access to forms associated with the selected customer, including work order forms, customer surveys, and other customer-related forms. Before forms can be accessed from the customer profile, they must first be associated with the Customers feature; please Contact us for more information regarding how to associate forms with your customers.
Once the forms are associated with the Customers feature, you will be able to access the forms from the customer profile on the mobile device. For this example, we have the "Work to Perform" and the "Completion Form" activated for the Customers feature:
To review or update the form, press the Pencil icon to access the corresponding form.
Location
The "Location" feature lists all the locations that associated with the customer. These locations are added through the MobiWork web user interface; for more information about how to view and add customer locations from the web, please see the View Customer page.
After pressing the "Location" action on the mobile device, you will be redirected to the Locations page. On this page, all the locations associated with the customer will be listed:
Selecting the desired customer's location opens the Location Dialog Box, which provides convenient access to location-related actions:
From this dialog box, you can view the address in your device's maps application, get directions to the customer's location, edit the customer's address, or update the latitude and longitude coordinates.
You can also upload an image that represents the customer's address or home location. This image can be updated or replaced with a new photograph, helping ensure that the customer's profile contains current and relevant visual information. These options make it easier to verify customer locations, navigate to service sites, and maintain accurate location information.
Contacts
The "Contacts" feature displays all contacts associated with the selected customer's profile, such as a spouse, family member, or other authorized contact. This provides a convenient way to access important contact information when communicating with customers or coordinating service activities.
After pressing on the Contacts tile, you will be redirected to the Contacts page. On this page, all of the contacts that are associated with the customer's profile will be listed:
Contacts can be added from the web user interface or directly from the mobile device. For more information about editing or adding contacts from the web, please see the View Customer page.
To add contacts from your mobile device, simply press the Plus Sign tile in the bottom right of your screen. In the Edit Contact Details page, you can input the first and last name of the contact, along with the contact information:
Once all the relevant information has been entered, press the Add tile to save the new contact. If you would like to exit out of the page, press the Cancel tile.
Invoice
The "Invoices" feature provides convenient access to all invoices associated with the selected customer. By pressing on the tile, you will be redirected to the Invoices page:
From this page, you can review the customer's invoice history and add new invoices directly from your mobile device.
The "Invoices" feature makes it easier to manage customer billing information, review past transactions, and create invoices while working in the field.
Sales Orders
The "Sales Orders" feature provides convenient access to all sales orders associated with the selected customer. After pressing on the feature, you will be redirected to the Sales Orders page.
On this page, you can review existing sales orders and create new ones directly from your mobile device. This makes it easier to manage customer purchases, track order history, and create sales orders while working in the field:
By pressing the Plus Sign tile, you can add a new sales order for the specified customer.
Unlike many of the other actions and features, the customer's "Sales Orders" feature can only be accessed from the Actions Panel; it will not be displayed in the "Customers Actions" section.
Assets
The "Assets" feature provides a convenient overview for all assets associated with the selected customer. By pressing on this feature from the customer's Actions Panel, you will be redirected to the Assets page. All the assets associated with the customer will be listed on this page:
From the Asset's Actions Panel, you can add additional assets to the customer's profile, helping you maintain accurate and up-to-date asset records. This allows you to quickly access and review customer-specific equipment, devices, or other tracked assets directly from your mobile device.
This feature is particularly useful when assigning new equipment to a customer, updating asset associations, or ensuring that all customer-related assets are properly documented in MobiWork.
The "Contact Information" section will display your customer's contact information; this will include the contact's phone number, name, and address:
Selecting the customer's address opens the Location Dialog Box, which provides convenient access to location-related actions. From this dialog box, you can view the address in your device's maps application, get directions to the customer's location, edit the customer's address, or update the latitude and longitude coordinates:
You can also upload an image that represents the customer's address or home location. This image can be updated or replaced with a new photograph, helping ensure that the customer's profile contains current and relevant visual information. These options make it easier to verify customer locations, navigate to service sites, and maintain accurate location information.
The "Custom Fields" section displays supported MobiFields associated with the selected customer, providing quick access to important customer-specific information.
By default, the customer's assigned manager and outstanding balance are displayed. However, additional supported MobiFields can be configured to appear in this section, allowing you to tailor the information displayed to your business needs and prioritize the details most relevant to your team:
This customization helps improve customer information visibility, thus making it easier for users to access key details without navigating through multiple pages or sections.
The MobiFields that cannot be displayed here include: forms, products, tables, customer status, work order status, the view form, and the view form print view.
The "Customer Actions" section provides convenient access to a variety of functions that can be applied to the specified customer. These actions allow you to manage customer-related activities directly from the customer profile, thus helping streamline workflows and improve efficiency:
For example, you can create a new work order or quote by selecting the corresponding tiles in the "Customer Actions" section.
Many of the available actions from this section overlap with those found in the Actions Panel; this layout thus allows multiple ways to easily access frequently used actions. The following subsections provide a detailed overview of the actions available in the "Customer Actions" section.
Work Orders
The "Work Orders" action will allow you to access the Work Orders page. All the work orders listed on this page are associated with the customer, even if the work order was added through the web or the MobiWork mobile app:
On this page you will be able to search for work orders as well as add a new work order. Any work orders added from this page, will be linked to the corresponding customer.
For more information regarding work orders on the MobiWork mobile app, please see the Mobile Work Order Layout page.
Quotes
The "Quotes" action provides access to the Quotes page, where you can view and manage all quotes associated with the selected customer. Quotes are displayed regardless of whether they were created from the MobiWork web application or the MobiWork mobile app:
From the Quotes page, you can search for existing quotes or add a new quote. Any quotes added from this page, will be linked to the corresponding customer.
For more information regarding quotes on the MobiWork mobile app, please see the Mobile Quote Layout page.
Invoices
The "Invoices" feature provides convenient access to all invoices associated with the selected customer. By pressing on the tile, you will be redirected to the Invoices page:
From this page, you can review the customer's invoice history and add new invoices directly from your mobile device.
The "Invoices" feature makes it easier to manage customer billing information, review past transactions, and create invoices while working in the field.
Reminders
The "Reminders" feature will allow you to view your listed reminders regarding the customer. After pressing on the "Reminders" action, you will be redirected to the Reminders page; this page will populate with all the reminders for the customer that are meant for your review:
You can also add a new reminder by pressing the Plus Sign tile.
Any reminders added from the web can also be viewed by the intended user on the device. Customer-specific reminders can be viewed on the customer profile. These reminders can also be viewed in your device's Notification Center. For more information about the Notification Center, please see the Notification Center page.
Notes
Notes can be used to keep office staff informed, document customer-related details, or provide information for future reference. By pressing the Notes tile, you will be redirected to the Notes page:
To add a new note from the device, simply press the Plus Sign tile in the bottom right corner of your screen.
You will be redirected to the Add Note page; from this page you can indicate if the note should be customer-visible or not, as well as input the corresponding text for the note.
Once you are satisfied with the note, press the Add tile to save or press the Cancel tile to cancel.
Note: The "Notes" feature is ideal for text information, if you would like to save images please use the "Documents" feature.
All previously saved notes can be accessed from the Actions Panel or through the files in the "Actions" section
Office users can also add or view notes through the "Summary" tab in the View Customer pop-up window. For more information on how office users can add or view a note through the web application, please see the View Customer page.
Special Notes
By pressing the Special Note tile, you will be redirected to the Edit Note page; on this page, you will be able to add a special note regarding the customer:
The "Special Note" action will allow you to add or view an internal note; this note consists of important customer-specific information. For example, if you would like to make a note that a customer is elderly and has trouble walking, so will take longer to answer the door.
This feature is beneficial if you want to record a customer-specific observation so that your users are aware. The "Special Note" action can only be accessed through the "Customer Actions" section.
Office users can also add or view a special note through the "Summary" tab in the View Customer pop-up window. For more information on how office users can add or view a special note through the web application, please see the View Customer page.
Forms
The "Forms" feature provides access to forms associated with the selected customer, including work order forms, customer surveys, and other customer-related forms:
Before forms can be accessed from the customer profile, they must first be associated with the Customers feature; please Contact us for more information regarding how to associate forms with your customers. Once the forms are associated with the Customers feature, you will be able to access the forms from the customer profile on the mobile device.
For this example, we have the "Work to Perform" and the "Completion Form" activated for the Customers feature.
To review or update the form, press the Pencil icon to access the corresponding form.
Documents
The "Documents" feature will allow you to upload and view documents or images associated with the customer. By pressing on the Documents tile, you will be redirected to the Customer Documents page:
On this page you will be able to view all the documents or images associated with the customer. To view a document or an image, simply press on the desired file.
You can quickly add a new photo to the customer profile by pressing the Plus Sign tile; you will then be prompted to upload an existing picture from your gallery or capture a new photo.
Assets
The "Assets" feature provides a convenient overview for all assets associated with the selected customer. By pressing on this feature from the customer's Actions Panel, you will be redirected to the Assets page. All the assets associated with the customer will be listed on this page:
From the Asset's Actions Panel, you can add additional assets to the customer's profile, helping you maintain accurate and up-to-date asset records. This allows you to quickly access and review customer-specific equipment, devices, or other tracked assets directly from your mobile device.
This feature is particularly useful when assigning new equipment to a customer, updating asset associations, or ensuring that all customer-related assets are properly documented in MobiWork.
Contacts
The "Contacts" feature displays all contacts associated with the selected customer's profile, such as a spouse, family member, or other authorized contact. This provides a convenient way to access important contact information when communicating with customers or coordinating service activities.
After pressing on the Contacts tile, you will be redirected to the Contacts page. On this page, all of the contacts that are associated with the customer's profile will be listed:
Contacts can be added from the web user interface or directly from the mobile device. For more information about editing or adding contacts from the web, please see the View Customer page.
To add contacts from your mobile device, simply press the Plus Sign tile in the bottom right of your screen. In the Edit Contact Details page, you can input the first and last name of the contact, along with the contact information:
Once all the relevant information has been entered, press the Add tile to save the new contact. If you would like to exit out of the page, press the Cancel tile.
Locations
The "Location" feature lists all the locations that associated with the customer. These locations are added through the MobiWork web user interface; for more information about how to view and add customer locations from the web, please see the View Customer page.
After pressing the "Location" action on the mobile device, you will be redirected to the Locations page. On this page, all the locations associated with the customer will be listed:
Selecting the desired customer's location opens the Location Dialog Box, which provides convenient access to location-related actions:
From this dialog box, you can view the address in your device's maps application, get directions to the customer's location, edit the customer's address, or update the latitude and longitude coordinates.
You can also upload an image that represents the customer's address or home location. This image can be updated or replaced with a new photograph, helping ensure that the customer's profile contains current and relevant visual information. These options make it easier to verify customer locations, navigate to service sites, and maintain accurate location information.
Recurrent Services
If you have work orders that reoccur on a consistent basis, you can use the recurrent services feature to streamline the process of generating these reoccurring work orders. Use the MobiWork web user interface to set up your recurrent services, then on the MobiWork mobile app, you can quickly generate the corresponding work orders.
The work orders created from the recurrent service feature on the device will use the corresponding parameters of the recurrent service. For example, the work order type and duration will be the same as the recurrent service's parameters.
By pressing the "Recurrent Service" feature on the customer profile, you will be redirected to the Recurrent Service page:
On this page you can select a desired recurrent service, and then choose to generate a new work order from the selected recurrent service. The work order can then be located in the Work Order page on the device; the assigned user can then access and complete the work order accordingly.
Any work order created through this method can also be found on the "Work Orders" tab in the View Recurrent Service pop-up window.
This recurrent service mobile feature allows users to quickly create work orders while on-the-go, that have the same variables as the overarching recurrent service.