- 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
At MobiWork, we understand that customers are crucial to your business. That’s why we created a system that not only organizes your customers’ data but also enhances your relationship with your customers.
Within MobiWork's "Customers" you can track, maintain, store data (e.g., comments and notes), send messages to your customers, and update your customers’ information.
You can also create work orders, invoices, and recurrent appointments directly from the selected customer. Regardless, if you are in the field or in the office you will be able to access customer data.
Using the Table of Contents below, scroll or use ⌘ + F (for Mac)/Ctrl + F (for PC) to find your desired feature.
Table of Contents
Web User Interface
- Customers List
- How to Access the Page
- Customer List (All) Tab Layout
- Search Area
- Free Text and Saved Search Selection
- Predefined Saved Searches
- New Saved Search
- Manage Saved Searches
- Tabs
- Customers Tab
- Customers Tab Layout
- Customers Tab Columns
- Customers Individual Row & Actions
- Customers Tab Right-Click Actions
- Prospects Tab
- Prospects Tab Layout
- Prospects Tab Columns
- Prospects Individual Row & Actions
- Prospects Tab Right-Click Actions
- Customer List (All) Tab
- Customer List (All) Columns
- Customer List (All) Individual Row & Actions
- Customer List (All) Right-Click Actions
- Territories Tab
- Map Tab
- Recurrent Services Tab
- Recurrent Services Tab Layout
- Recurrent Services Tab Columns
- Recurrent Services Individual Actions
- Recurrent Services Right-Click Actions
- Kanban Tab
- Global Actions
- Add Customer
- More Actions
- Edit Selected Customers
- Recalculate Balance for Selected Customers
- Disable Selected Customers
- Delete Selected Customers
- Edit Selected Reminders
- Delete Selected Reminders
- Send Customer Statement
- Send Customer Balance Statement
- Add Routes
- Add Recurrent Routes
- Add Scheduling Constraint
- Import From Excel
- Import Contacts From Excel
- Import Locations From Excel
- Export to Excel
- Export for Invoice Creation
- Export Contacts to Excel
- Export Locations to Excel
- Customer Settings
- Question Mark
- Graduation Cap
- 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 Balance
- Recalculate Balance
- Disable
- Delete
- Add Quote
- Add Invoice
- Add Work Order
- Send Email
- Send Text Message
- Send Customer Portal Credentials Email
- Send Customer Statement
- Send Customer Balance Statement
- Export Customer Statement
- Export Customer Balance Statement
- Question Mark Button
- X Button
- Summary Tab
- Summary
- Reminders
- History
- Custom Fields
- Assets
- Notes
- Balance Due
- Quotes
- Recurrent Services
- Work Orders
- 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
- Add Customer
- Export Customers
- How to Access the Page
- Export to Excel
- Export to Excel (Drop-down)
- 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)
- How to Access the Page
- Edit Customer Pop-up Window
- Edit Multiple Customers
- Edit Contact
- Edit Customer Balance
- Send Messages to Customers
- How to Access the Page
- Email a Customer
- Text a Customer
- Send Customer Portal Credentials Email
- Customer Statements
- Send Reminders to Your Users