- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
Below you can find additional details regarding MobiWork's Customers web interface and how to effectively utilize this feature to enhance customer relations within your business.
Table of Contents
- Web User Interface
- View Customer
- How to Access the Page
- Customer View Layout
- Overview and Layout
- Customer Full-Size View
- Customer Tabs
- Customer Name and Status
- Upper Right Corner Actions
- Upper Right Corner Actions (Detailed)
- Pencil Button
- Refresh Button
- Individual Actions Button
- Edit
- Edit Customer Portal
- Disable
- Delete
- Add Quote
- Add Invoice
- Add Work Order
- Send Email
- Send Text Message
- Send Customer Portal Credentials Email
- Export Customers into QuickBooks
- Customer Settings
- Question Mark Button
- X Button
- Summary Tab
- Contacts Tab
- Locations Tab
- Marketing Tab
- Sub-Customers Tab
- Documents Tab
- Work Orders Tab
- Projects Tab
- Quotes Tab
- Sales Order Tab
- Assets
- R. Services (Recurrent Services) Tab
- Billing Tab
- History Tab
- Export Customers
- How to Access the Page
- Export to Excel
- Export to Excel (Drop-down)
- Export to Excel with Forms
- Export to Excel with Forms & Images
- Export to Excel for Invoice Creation
- Export Contacts to Excel
- Export Locations to Excel
- Export Customers into QuickBooks
- Sync With QuickBooks Desktop
- Edit Customer(s)
- Send Messages to Customers
- Send Reminders to Your Users
- Delete or Disable Customer
- Customer Settings