Inside the Customers feature page, a world of possibilities awaits as you explore its numerous tabs. With the tabs and data provided on this feature page, you have the power to effortlessly organize, view, and manage your customers and prospects.

Not only can you add invoices, work orders, and quotes to your customers, but you can also set up recurring routes, schedule constraints, import/export your customers to Excel from the More Actions button. This section will guide you on how to access the Customers feature page and all of the features that it offers.

You can access the View All Customers page by hovering over the Customers feature from your MobiWork menu and clicking on the "View All" option:

MobiWork is committed to simplifying data management for your business, by offering a range of search options to streamline your workflow. From the free-text search, which allows you to enter specific search queries directly, to the ability to create your own saved searches for your everyday use, MobiWork has you covered. Furthermore, you can use the predefined saved searches that MobiWork already provides to locate a specific query or date range (e.g., created today).

These search functions are consistent across all MobiWork features, with the only differences being the predefined search data and the parameters for the new search. The following subsections will outline the various search features that are available to you.

Free-Text Search

You can type in the search bar (free-text search) to locate a specific customer. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:

When typing in the search bar, the drop-down menu will provide some helpful search criteria. With free-text search you will also be able to search by:

• Customer's Name

• Contact Name

• Customer ID

• External ID

• Street Address

• City or Zip Code

If the number of customers surpasses the number range, the subsequent number of customers will be found on the next page:

To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the "Customer List (All)" tab.

Predefined Saved Searches

These saved searches will appear in the drop-down menu and can also be used for dashboards and reports.

By default, MobiWork provides a number of saved searches for you to use which are organized by status and date (e.g. Residential, Business, Open, etc.):

The list of statuses that can be used in predefined searches are below:

• "Invalid Address" will display all customers or prospects that have an invalid address.

• "Residential" will display all customers or prospects that are registered as a residential profile.

• "Business" will display all customers or prospects that are registered as a business profile.

• "Open" will display all customers or prospects that have an "Open" status.

• "Ongoing" will display all customers or prospects that have an "Ongoing" status.

• "At Risk" will display all customers or prospects that are at risk of leaving the company or are dissatisfied.

• "On Hold" will display all customers or prospects that have an "On Hold" status.

• "Lost" will display all customers or prospects that have left the company.

• "New" will display all new customers or prospects.

• "Funnel" will display all prospects with a sales funnel.

• "Missing Reminder" will display all customers or prospects who have missed reminders.

• "Closing" will display all customers or prospects that have a "Closing" status.

• "All Disabled" will display all customers that are disabled.

You can access any of these saved searches by clicking in the search bar and selecting your desired saved search from the drop-down menu.

If you would like to view all your customers, click on the "Show All" option from the drop-down menu:

New Search

To create a new saved search, select the "Create a New Advanced Search" option from the search menu:

After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.

Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).

Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:

Further definitions for all the terms in the New Search pop-up window can be found below:

Manage Saved Searches

Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window:

After creating a saved search, you can adjust the search criteria (e.g., dates, tags, categories, etc.) to include more data or to be more selective in the data that is being searched.

Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.

To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:

1. You can add a new saved search by clicking the New Search button in the top right of the pop-up window.

2. You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.

3. You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.

If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.

The "Customers" tab will display your customers' name, address, the status, and if any reminders have been sent to the user in charge of the customer:

Any prospects, however, will not be displayed on this page. To see your prospects, you will need to be either in the "Prospects" tab or the "Customer List (All)" tab:

Customers Tab Layout

The image below will illustrate the layout of the "Customers" tab and the functions that you can perform on this tab:

1. Customers Tab Columns

2. Customers Individual Row & Actions

3. Customers Tab Right-Click Actions

Customers Tab Columns

In the "Customers" tab, the columns are structured to display specific data related to each individual customer.

These columns are organized as: "Name," "Address," "Status," "Reminder," and "Actions:"

The corresponding rows under the column headings will display the relevant customer data.

The checkboxes (multiple selection area) found to the left of the "Name" column, will allow you to select either one or multiple customers to manage, edit, remove, etc.:

By clicking the topmost checkbox in the column heading you will select all the customers.

The "Customer" tab column headings are defined as:

Note: Once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) a new column will appear on the Customers "List" tab. This new column will be labeled "External ID" and will display the sync status of the selected customer. For more information about connectors, please see the Connectors Framework page.

Customers Individual Row & Actions

When selecting an individual customer and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, add work order, and more to the selected customer.

Any actions that are done with the Individual Actions button will only apply to the selected customer:

The Paper icon found under the "Actions" Column will allow you to quickly access the View Customer pop-up window of the selected customer:

The options that are displayed when you select the Individual Actions button are also available under the right-click actions.

Customers Tab Right-Click Actions

When right-clicking with your mouse on a customer in the "Customers" tab, you will be able to view, edit, add work order, and more to the selected customer.

The options that are displayed when you right-click on a customer are also available when you select the Individual Actions button.

Any actions that are done with the right-click actions will only apply to the selected customer:

The definitions for the actions found in the Individual Actions and when you right-click in the "Customers" tab are below:

Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the customer to the accounting connector through the Individual Actions or right-click drop-downs. For more information about connectors, please see the Connectors Framework page.

The "Customer List (All)" tab is the default view for both your customers and prospects; the columns in this view will display the summary information for your customers and prospects and allow you to view, edit, add work orders, and more:

All Tab Columns

In the "Customer List (All)," the columns are structured to display specific data related to each individual customer or prospect:

The corresponding rows under the column headings will display the relevant customer or prospect data.

The checkboxes (multiple selection area) found to the left of the "Name" column, will allow you to select either one or multiple customers or prospects to manage, edit, remove, etc.:

By clicking the topmost checkbox in the column heading you will select all the customers and prospects.

The "Customer List (All)" column headings are defined as:

Note: Once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) a new column will appear on the "Customer (All)" tab. This new column will be labeled "External ID" and will display the sync status of the selected customer or prospect. For more information about connectors, please see the Connectors Framework page.

All Individual Row & Actions

When selecting an individual prospect or customer and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, add work order, and more to the selected customer or prospect.

Any actions that are done with the Individual Actions button will only apply to the selected customer or prospect:

The Paper icon found under the "Actions" column will allow you to quickly access the View Customer pop-up window of the selected customer or prospect:

The options that are displayed when you select the Individual Actions button are also available under the right-click actions.

All Tab Right-Click Actions

When right-clicking with your mouse on a customer or prospect in the "Customer List (All)" tab, you will be able to view, edit, add work order, and more to the selected customer or prospect.

The options that are displayed when you right-click on a customer or prospect are also available when you select the Individual Actions button.

Any actions that are done with the right-click actions will only apply to the selected customer or prospect:

The definitions for the actions found in the Individual Actions and when you right-click in the "Customer List (All)" are below:

Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the customers or prospects to the accounting connector through the More Actions drop-down. For more information about connectors, please see the Connectors Framework page.

The "Map" tab will visually display all your customers (represented by pins) on a map. MobiWork utilizes the same map system that is utilized in Google Maps; the buttons and functions will work the same way:

If you click on a pin, you will be able to view the customer details of the selected pin (e.g., address).

Map Tab Layout

The image below will illustrate the layout of the "Map" tab and the functions that you can perform on this tab:

1. You can switch the view from the standard map-view to a satellite view.
2. You can have the map fill the entire screen for a better view of the region.
3. You can use the yellow person icon to view an area in street view.
4. You can either increase the zoom on the map or decrease it by toggling the Plus and Minus buttons.

With the "Kanban" tab you can easily view your customers and their statuses on a visual and interactive board:

Kanban Tab Layout

The columns in the "Kanban" tab will be organized by the customer status. For more information about the customer status, please see the New Search section:

1. Kanban Tab Columns

Kanban Tab Columns

The customer's name or business name will be displayed along with the customer ID. To open the View Customer pop-up window, simply click on the desired customer:

You can update the status of a selected customer by dragging & dropping the customer to the desired status column:

There are five different columns:

• "Open"- Will display all customers or prospects that have an "Open" status.

• "Ongoing"- Will display all customers or prospects that have an "Ongoing" status.

• "At Risk"- The customer is at risk of being lost.

• "On Hold"- Will display all customers or prospects that have an "On Hold" status.

• "Lost"- Will display all customers or prospects that have left the company.

If you would like to collapse a column so that only your chosen columns are visible, you can click on the arrow to the right of the column header:

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