Frequently Asked Questions (FAQ): Customers
Adding Customers
Overview

There are various functions that you can perform when adding a new customer.

This section will highlight some of the most commonly asked questions that can occur when you are trying to add a new customer for your company.

No Contact For Customer Profile

If you do not have a contact for the customer profile, you will need to utilize a work-around. Since the "First Name" and "Last Name" are required fields (*) when adding a new customer, you will need to input data (e.g., letters, symbols, etc.) in the field to satisfy the requirement:

For example, you can input "TBD" (To be determined) or use a dash (-) symbol in the "First Name" and "Last Name" fields. For more information about creating a new customer profile, please see the Add Customer page.

Multiple Phone Numbers for Contacts

Within MobiWork you will be able to add up to three phone numbers for your customer's contacts. You can add these phone numbers in the titled fields for a contact's phone number:

For more information about using customer contacts, please see the Add Customer page.

Customer Hierarchy (Parent / Child)

MobiWork has a parent/child hierarchy feature where the child record is a sub-customer of the parent record. We also offer the option to set the parent customer as the "Bill-to" contact for invoicing:

If a customer has a parent/child hierarchy, then the View Customer pop-up window will have a new tab labeled "Sub Customer." In this tab all the sub-customers (i.e., Child accounts) will appear.

For more information about the customer hierarchy, please see the Add Customer page.

If you require additional tiers, please contact our Sales Team at Sales@mobiwork.com for more information.

Duplicate Customer Notification

MobiWork will alert you if the customer that you added is a duplicate customer. The image below displays the message you will receive:

However, to avoid running into this issue, you should perform a search before adding a new customer to confirm that no other variations exist.

For more information about adding customers, please see the Add Customer page.

Adding a New Customer Type

By default, MobiWork provides two different customer types (i.e., Residential and Business). For more information about customer types, please see the Add Customer page.

If you require additional customer types, please contact our Sales Team at Sales@mobiwork.com for more information.

Default to Business-only Types

The option to default to a business type when creating a customer profile is not initially available. Please contact our Sales Team at Sales@mobiwork.com for more information.

Merging Customers

To merge customers please contact us for more information. When customers are duplicated the work orders, invoices, and quotes are transferred from one customer to the other. Please note you may lose notes or custom field data on the duplicated customer.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!