There are several different ways you can access the View Customer pop-up window in MobiWork. Any time you see a hyperlinked customer or company name, you can click on it to see the pop-up window.
The following sections demonstrate some common methods of how to access the View Customer pop-up window from your MobiWork web platform:
Customers Tabs
The easiest way to access the View Customer pop-up window is through the "Customer List (All)." For more information on how to access the "Customer List (All)" please see the Customer List page.
Once you are in the "Customer List (All)," there are four different ways to access the View Customer pop-up window:
Select the desired Customer ID.
Select the Paper icon under the "Actions" column.
Right-click on the selected customer and click on the "View" option from the drop-down.
Click on the "View" option from the Individual Actions drop-down.
You can use these features to access the View Customer pop-up window in any of the Customers tabs except the "Territories," "Map," and "Kanban" tabs.
To see how to access the View Customer pop-up window please see the subsequent sections, "Customers Tab: Territories," "Customers Tab: Map," and "Customers Tab: Kanban."
Customers Tab: Territories
For more information on how to access the "Territories" tab please see the Customer List page.
When on the "Territories" tab, make sure to select the "By Customer Status" from the drop-down:
Once the correct drop-down has been selected, you can click on the desired customer or company name on the pin to access the View Customer pop-up window.
Customers Tab: Map
For more information on how to access the "Map" tab please see the Customer List page.
You can click on the desired customer or company name on the pin to access the View Customer pop-up window:
Customers Tab: Kanban
For more information on how to access the "Kanban" tab please see the Customer List page.
Click on the desired customer or company name to open the View Customer pop-up window:
Quotes
For more information about how to access the Quotes feature, please see Quotes List page.
Click on the desired customer's name to open the View Customer pop-up window:
Schedules
For more information about how to access the Schedules feature, please see Schedule List page.
Regardless of what tab you are on any of the Schedules tabs (with the exception of the "Assets" tab) you will be able to access the View Customer pop-up window by clicking on the customer's name from their respective boxes:
On the Schedules "Map" tab to access the View Customer pop-up window:
Click on the pin of the desired customer and from the pop-up click on the customer's name to be redirected to the View Customer pop-up window:
On the Schedules "List" tab to access the View Customer pop-up window:
Click on the desired customer from the "Customer" column and the View Customer pop-up window will automatically appear:
Work Orders
For more information on how to access the Work Orders feature, please see the Work Orders List page.
When you are on the "List" tab, click on the customer or company name to access the View Customer pop-up window:
Invoices
To learn how to access the Invoices feature, please see the Invoices List for more information.
By clicking either on the customer's name or the entity name you will automatically be redirected to the View Customer pop-up window:
You can also access the View Customer pop-up window from the View Invoice pop-up window. For the different ways to access this pop-up window, please see the View an Invoice page. Once you are on the View Invoice pop-up window, click on the customer's name:
Regardless of the method that you choose to access the View Customer pop-up window, it will automatically appear.
Overview and Layout
Once you open the View Customer pop-up window, you will be automatically directed to the "Summary" tab:
These features are available in all fourteen tabs and in both, the pop-up window, and the full-size view:
Please note that if you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
Customer Full-Size View
By clicking on the upwards arrow in the left-hand corner, you can expand the View Customer pop-up window so that it is full-size:
The full-size View Customer pop-up window can be seen below. All the tabs, buttons, and features are identical to how they would appear in the pop-up window:
Customer Tabs
There are fourteen tabs in all for the View Customer pop-up window; each tab displays different information regarding the customer:
You can navigate to other tabs by clicking on the desired tab.
Customer Name and Status
The customer's name and the status will be displayed towards the top of the View Customer pop-up window:
You can quickly change the status of the customer by clicking on the status and selecting the desired new status.
The statuses that are available are:
"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.
Upper Right Corner Actions
In the upper right corner of the View Customer pop-up window there will be five buttons that will allow you to perform additional actions on the customer:
The Pencil button will allow you to edit the customer.
The Refresh button will allow you to refresh the customer's data to the most up-to-date version.
The Individual Actions button will allow you to perform various actions, such as:
- Editing the customer.
Editing the customer's balance.
Recalculating the customer's balance.
Disabling the ability to create work orders for the customer and deactivates the customer so they no longer appear on the Customer tab.
Deleting the customer.
Adding a quote to the customer profile.
Adding an invoice to the customer profile.
Adding a work order to the customer profile.
Sending an email, text message, the customer portal log-in details, or customer statements to the customer.
Exporting the customer statements.
Viewing the Settings page.
The Question Mark button which will direct you to the respective MobiWork Features page.
The X will close out of the View Customer pop-up window.
The Customer's Upper Right Corner Actions can be found in the top-right corner of the View Customer pop-up window. These actions are located in this section, regardless of the tab you are on:
The Upper Right Corner Actions section includes:
The Pencil button will allow you to edit the customer.
The Refresh button will allow you to refresh the customer's data to the most up-to-date version.
The Individual Actions button will allow you to perform various actions.
The Question Mark button which will direct you to the respective MobiWork Features page.
The X will close out of the View Customer pop-up window.
After clicking on the vertical three dots in the top-right corner, the Individual Actions drop-down menu will appear:
From the Individual Actions drop-down menu, you can select various actions that will help manage the specified customer.
The complete list of actions found in the Individual Actions drop-down menu are defined below:
| Name: | Description: |
|---|---|
| "Edit" | Allows the user to edit the specified customer. |
| "Edit Balance" | The edit balance feature, will allow you to adjust the customer's outstanding balance. |
| "Recalculate Balance" | Updates the customer balance based on recent changes to the invoice and billing, thus performing a comprehensive reset to ensure all information is accurately processed. |
| "Disable" | Disables the customer so that future work orders or recurrent services cannot be generated for them. |
| "Delete" | Deletes the customer from MobiWork. |
| "Add Quote" | Adds a quote to the customer's profile. |
| "Add Invoice" | Adds an invoice to the customer's profile. |
| "Add Work Order" | Adds a work order to the customer's profile. |
| "Send Email" | Allows you to send an email to the customer. |
| "Send Text Message" | Allows you to send a text message to the customer. |
| "Send Customer Portal Credentials Emails" | Allows you to send a text message to the customer. |
| "Send Customer Statement" | Sends the invoice statement (regardless of the invoice status) to the customers; this statement provides a summary of all the customer's invoices, any payments made towards those invoices, and the remaining balance. |
| "Send Customer Balance Statement" | Sends the invoice balance statement to the customers; this statement provides a summary of the invoices with the "Customer Invoiced" status, any payments made towards those invoices, and the remaining balance. |
| "Export Customer Statement" | Exports the invoice statement (regardless of the invoice status); this statement provides a summary of all the customer's invoices, any payments made towards those invoices, and the remaining balance. |
| "Export Customer Balance Statement" | Exports the invoice balance statements; this statement provides a summary of the invoices with the "Customer Invoiced" status, any payments made towards those invoices, and the remaining balance. |
| "Settings" | Directs the user to the Customer Settings page. |
The "Summary" tab is the default tab you will be directed to; it will display all the requisite information regarding a customer.
The panels found on the "Summary" tab will summarize the data from the other View Customer tabs, including notes, any assets associated with the customer, and more:
Where applicable, you can edit or add additional information directly in the "Summary" tab:
The Pencil icon will allow you to edit the selected data or field.
The Plus Sign icon will allow you to add additional special notes, notes, reminders, assets, work orders, etc.
The Individual Actions button (the three dots) will display different options (e.g., view, edit, delete, etc.) depending on the corresponding panel.
The Trash Can icon will allow you to delete the selected data.
The Paper icon will allow you to view the selected data in a separate window.
The PDF button enables you to download the selected data as a PDF document.
Summary
The "Summary" panel will contain the general customer information, including the primary contact, location, parent customer (if applicable), the date the customer profile was created, and more.
It is in this section that you will be able to see if you can send emails or text messages to a customer. Any special notes regarding the customer can also be located here.
The other information found in the "Summary" panel are described below:
| Name: | Description: |
|---|---|
| "Name" | The umbrella customer name that is used for all the contacts associated with the customer profile. Please note that this field will only appear if the customer is designated as a "Business" type. |
| "Contact" | The primary contact associated with the customer profile. |
| "Location" | The primary location associated with the customer profile. |
| "Parent Customer" | If applicable, this field will show the parent customer associated with the customer profile. |
| "Manager" | The MobiWork user in charge of the customer. |
| "Prospect" | This field indicates if the designated customer is a prospect or customer. |
| "Customer From" | The date the customer first became a customer with your company. |
| "Customer To" | The end date when the customer is no longer associated with your company. |
| "Tags" | Tags act as a visual indicator of a custom status or category, thus improving organizational clarity with the ability to identify specified tagged customers at a glance. |
| "Special Note" | This field serves as an internal note in which users are notified of important customer-specific information, (e.g., the customer is elderly and has trouble walking, so will take longer to answer the door). |
| "Taxable" | This field will indicate if the customer is taxable. |
| "Email" | This field will indicate if you can send emails to the customer. |
| "Text Messages" | This field will indicate if you can send text messages to the customer. |
You can update the “Taxable," "Do Not Email," and "Do Not Send Texts" fields in the Edit Customer pop-up window.
Reminders
The "Reminders" panel will contain the scheduled reminders for the selected user(s). To add a reminder, click the Plus Sign in the upper right corner. To edit a reminder, click on the Pencil icon or if you would like to delete a reminder, click on the Trash Can icon.
When adding or editing a reminder, you can specify both the date for sending the reminder and the priority level of the task that the user(s) is being reminded of.
History
The "History" panel will contain the historical data of the customer (e.g., customer status changes, adding work orders to the customer, and more). The data in this box will automatically generate when a specified event or status is reached.
Custom Fields
The "Custom Fields" panel displays information from your custom fields; you can input information into the custom fields when editing an existing customer profile or creating a new one. For more information on adding custom fields when editing or adding a customer profile, please see respective sections: Add Customer or Edit Customer.
You can create custom fields through the Customer Settings page. For more information on how to access the Customer Settings page, please refer to the Customer Settings section.
Assets
The "Assets" panel will display all of the assets associated with the customer. With the Plus Sign button you will be able to add additional assets to the customer profile.
By clicking on an asset's Individual Actions, you will be able to access the asset's View Asset pop-up window, edit the asset, remove the assigned asset from the customer, or create a work order from the asset.
For more information about assets, please see the Assets Overview section.
Notes
The "Notes" panel will contain any additional notes related to the customer. To add a note, click the Plus Sign in the upper right corner. To edit a note, click on the Pencil icon or if you would like to delete a note, click on the Trash Can icon.
Balance Due
The "Balance Due" panel shows the cumulative total of all outstanding invoices linked to the customer.
From this panel, you can conveniently add more invoices by clicking the Plus Sign button in the top-right corner. Moreover, you have the option to access the View Invoice pop-up window or edit the selected invoice using the Individual Actions button. You can also obtain the invoice PDF with the PDF button, located to the left of the Individual Actions button.
For more information about invoices and billing, please see the Invoices Overview section.
Quotes
The "Quotes" panel lists all of the quotes associated with the customer.
From this panel, you can add more quotes by clicking the Plus Sign button in the top-right corner. You also have the option to access the View Quote pop-up window or edit the selected quote using the Individual Actions button. You can also obtain the quote PDF with the PDF button, located to the left of the Individual Actions button.
For more information about quotes, please see the Quotes Overview section.
Recurrent Services
The "Recurrent Services" panel lists all of the recurrent services that are linked to the customer. From this panel, you can add additional recurrent services by clicking the Plus Sign button in the top-right corner.
From the Individual Actions button, you can also access the View Recurrent Services pop-up window, edit the recurrent service, edit the recurrent service's last service date, generate a work order from the recurrent service, or delete the recurrent service entirely.
For more information about recurrent services, please see the Recurrent Services Overview section.
Work Orders
The "Work Orders" panel lists all of the work orders that are associated with the customer. From this panel, you can add additional work orders by clicking the Plus Sign button in the top-right corner.
From the Individual Actions button, you can also access the View Work Order pop-up window, edit the work order, or delete the work order. You can also obtain the work order PDF with the PDF button, located to the left of the Individual Actions button.
For more information about work orders, please see the Work Orders Overview section.
The "Contacts" tab will list all the individuals who are the designated contacts for the customer or company profile:
The Magnifying Glass will allow you to search through all the contacts associated with the customer profile:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, or delete the customer.
The Plus Sign will add a new customer contact.
The More Actions drop-down will allow you to add a new customer contact, export the contacts to Excel, or import contacts from Excel.
The Paper icon will allow you to view specific details related to the selected customer in the full-size view:
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view, edit, or delete the customer.
| Name: | Description: | The columns for "Contacts" tab are defined below:
|---|---|
| "Title" | The honorific associated with the customer (e.g., Mr. or Ms.). |
| "Name" | The full business name of the customer. |
| "Employee ID" | The ID that is used to classify the customer. |
| "Phone" | The phone number associated with the customer. It is also serves as the user ID for the customer portal. |
| "PIN" | The customer's password for the customer portal. |
| "Email" | The email address of the customer. |
| "Primary Contact" | The primary contact for the customer profile. |
| "Actions" | Allows you to view, edit, or delete the customer contact information. |
The "Locations" tab displays the name and address of the specified contacts' locations, as well as offering options to edit or view the location details.
This tab will list the location information of the customer; it also will display all the locations associated with the customer:
The Magnifying Glass will allow you to search through all the locations associated with the customer profile:
The Plus Sign will add a new customer location.
The More Actions drop-down will allow you to add a new customer location, export the location to Excel, or import the location from Excel.
The Pin icon will allow you to view the location on Google maps:
The Individual Actions will allow you to edit, delete, view the contact, view the work orders at the location, show the location on the map, or set the selected location as the primary location.
| Name: | Description: | The columns for "Locations" tab are defined below:
|---|---|
| "Location Name" | The name of the location. |
| "Address" | The address of the location. |
| "Actions" | Will allow you to edit, delete, view the contact, view the work orders at the location, show the location on the map, or set the selected location as the primary location. |
View Location Contacts
By right-clicking on a desired location and selecting the "View Contacts" option, the Location Contacts pop-up window will appear. From this pop-up window, you will be able to view all the contacts associated with the location as well as add contacts to the location.
The image below will highlight the layout of the Location Contacts pop-up window:
The Plus Sign will add a new contact to the selected location.
The More Actions drop-down will allow you to add a new contact, import contacts from Excel, export contacts to Excel, or show the location on a map.
The Paper icon will allow you to view specific details related to the selected contact in the full-size view.
The Individual Actions will allow you to view or edit the selected contact.
The columns for Location Contacts pop-up window tab are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the contact. |
| "Phone" | The phone number of the contact. |
| "Actions" | Will allow you to view or edit the selected contact. |
View Location Work Orders
By right-clicking on a desired location and selecting the "View Work Orders" option, the Location Work Orders pop-up window will appear. From this pop-up window, you will be able to view all the dispatched work orders associated with the location.
The image below will highlight the layout of the Location Work Orders pop-up window:
The Paper icon will allow you to open the View Work Order pop-up window.
The Individual Actions will allow you to open the View Work Order pop-up window.
The columns for Location Work Orders pop-up window tab are defined below:
| Name: | Description: |
|---|---|
| "ID" | The ID of the work order. |
| "Status" | The status of the work order (e.g., if the user is on site, if follow-up on the work order is needed, or if the work order is completed). |
| "Type & Description" | The type and description of the work order. |
| "Date" | The date that the work order was created in MobiWork. |
| "Assigned To" | The user assigned to the work order. |
| "Actions" | Will allow you to view the selected work order. |
The "Marketing" tab will have the marketing campaign fields for your company:
By clicking on the Pencil icon, you will also be able to edit the marketing campaign fields that are available; once you click on the Pencil icon, the Edit Marketing Information pop-up window will appear:
In this pop-up window, you can input the new values. Once you are satisfied with the new data, click the Save button.
The "Sub-Customers" tab will list all of the sub-customers that are associated with the parent customer.
The image below showcases the "Sub-Customers" tab. To add a quote, invoice, work order, etc. for the sub-customer, simply click on the name of the sub-customer to access its View Customer pop-up window:
For more information on how to add a sub-customer or how to bill a sub-customer, please see the Add Customer page.
The "Documents" tab will allow you to store customer-specific documentation (e.g., contracts, photos, etc.) for future use. This tab will also list the type of document file, the date it was uploaded, the user who uploaded it, and more.
Only after you upload a file or document to this tab will you be able to access the Action options:
The Plus Sign will add a new document or file.
The More Actions drop-down will allow you to add a new document or to refresh the documents to make sure the most recent one is available.
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, download, or delete the document.
The Paper icon will allow you to view the image file in a new tab, window, or allow you to download the document.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view, edit, download, or delete the document.
| Name: | Description: |
|---|---|
| "User" | The user who uploaded the document or file. |
| "Date" | The date the document or file was uploaded. |
| "Type" | The type of document (e.g., PDF, Word, image, Excel, etc.). |
| "Name" | The name of the document. |
| "Comment" | Any comments or notes associated with the document. |
| "Actions" | Allows you to view, edit, download, or delete the document. |
The "Work Orders" tab lists all the work orders associated with the customer; it will also display information regarding the work order, including the type of work order, the work order ID, the status, and more:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, repeat the work order, delete, or export the work order.
The Plus Sign will add a new work order.
The More Actions button will allow you to add a new work order, refresh the "Work Orders" tab, dispatch selected open work orders, or delete selected work orders.
The Paper icon will allow you to open the View Work Order pop-up window.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view, edit, repeat the work order, delete, or export the work order.
The columns for the "Work Orders" tab are defined below:
| Name: | Description: |
|---|---|
| "ID" | The ID of the work order. |
| "Location" | The address of the customer. |
| "Status" | The status of the work order (e.g., if the user is on site, if follow-up on the work order is needed, or if the work order is completed). |
| "Type & Description" | The type and description of the work order. |
| "Date" | The date that the work order was created in MobiWork. |
| "Assigned To" | The user assigned to the work order. |
| "Actions" | Allows you to view, edit, repeat the work order, delete, or export the work order to PDF. |
Any projects listed for a customer will be in the "Projects" tab; this tab will also have information regarding the status, the project manager, and the date the project was created:
The Plus Sign button will allow you to add a new project to the customer.
The Paper icon will allow you to open the View Project pop-up window.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view the project.
By right-clicking you will bring up the Right-Click Actions. These actions are identical to the Individual Actions and will allow you to view the project.
The columns for the "Projects" tab are defined below:
| Name: | Description: |
|---|---|
| "ID" | The project ID. |
| "Name" | The name of the project. |
| "Project Manager" | The user in charge of the project. |
| "Status" | The status of the project (e.g., the project is on hold, the project has been completed, etc.). |
| "Created Date" | The date that the project was created in MobiWork. |
| "Actions" | Allows you to view the project. |
The "Quotes" tab will display all the quotes associated with the customer including with the quote ID, status, the date the quote is due, and more.
You can also update the quote billing details on this tab:
The subsections below will go into further detail regarding the Default Quote Details" panel and the "Quotes" panel.
Default Quote Details
The "Default Quote Details" panel will allow you to view the name of the customer receiving the quote, the email address of the contact, and the address of the customer.
By clicking the top Pencil icon, you will be able to further edit the quote details:
Send quote to this customer.
The parent customer.
Another customer.
Or other.
The secondary Pencil icon found in the "Default Quote Details" panel, will enable you to edit the address.
There are four different options of where you send the quote to:
Quotes
The "Quotes" panel will allow you to add a quote to the customer profile, as well as allow you to view, edit, and delete the quotes associated with the customer.
The layout of the "Quotes" panel is displayed below:
You will be able to access the following actions from the “Quotes” box:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, and delete the quote.
The Plus Sign icon will allow you to add a new quote.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view, edit, and delete the quote.
The Individual Actions will allow you to view, edit, or delete the quote. These actions are identical to the right-click actions.
The columns for the "Quotes" panel are defined below:
| Name: | Description: |
|---|---|
| "ID" | The quote ID. |
| "Description" | The description of the quote. |
| "Status" | The status of the quote (e.g., if it has been approved, rejected, waiting for approval, etc.). |
| "Due Date" | The date the quote needs to be approved. |
| "Actions" | Allows you to view, edit, or delete the quote. |
For more information about quotes, please see the Quotes Overview section.
The "Sales Order" tab will display all the sales orders associated with the customer in addition to showing the sales order status, the user who uploaded the sales order, and more:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view and edit the sales order.
The Paper icon will allow you to open the View Sales Order pop-up window.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view and edit the sales order.
The columns for the "Sales Order" tab are defined below:
| Name: | Description: |
|---|---|
| "ID" | The sales order ID. |
| "Status" | The status of the sales order (e.g., if the sales order has been checked out, waiting for stock, cancelled, etc.). |
| "Type" | The type of sales order (e.g., if it was an online order). |
| "User" | The user who performed the sales order. |
| "Date" | The date the sales order was added. |
| "Actions" | Allows you to view or edit the sales quote. |
The "Assets" tab will display the assets associated with the customer; this will include the asset category, tag, location, serial number, and more.
The "Assets" tab has three sub-tabs within it, "Current Asset," "Asset Usage History," and "Asset Delivery/Pick up Events;" each tab will contain the corresponding information relevant to the respective tab:
Current Asset
The "Current Asset" subsection will display the assets that are currently associated with the customer; it will also display the location, category, serial number, and more regarding the specified asset:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, remove the asset from the customer, or add a work order.
The Plus Sign will allow you to associate a new asset with the customer.
The Individual Actions (the three dots next to the Plus Sign button) will allow you to associate an asset to the customer or remove an asset from the customer.
The Paper icon will allow you to open the View Asset pop-up window.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view, edit, remove the asset from the customer, or add a work order.
The columns for the "Current Asset" subsection are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the asset. |
| "ID" | The ID number of the asset. |
| "Category" | The category that the asset is classified under. |
| "Serial Number" | The serial number of the asset. |
| "Tag" | |
| "Location" | The location of the asset. |
| "Assigned User" | The user in charge of the asset |
| "SKU #" | The stock keeping unit of the asset; this can be used to store the barcode number. |
| "Actions" | Allows you to view, edit, remove the asset from the customer, or add a work order. |
Asset Usage History
The "Asset Usage History" subsection will display the start and end dates of the assets that were associated with the customer.
This subsection will also display the user who added the asset, the asset name, and the date that the asset is due to be returned:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to edit the installation or delete (remove) the asset from the customer's history.
The Pencil icon will allow you to edit the installation of the asset.
The Individual Actions (the three dots next to the Pencil icon) are identical to the right-click actions and will allow you to edit the installation or delete (remove) the asset from the customer's history.
The More Actions button will allow you to either edit the end date or the start date of the selected associated assets.
When you choose to edit the asset installation, the Edit Installation pop-up window will appear. In this pop-up window, you can update the start and end dates of the asset installation. Once you are satisfied with the dates, click the Save button:
The columns for the "Asset Usage History" subsection are defined below:
| Name: | Description: |
|---|---|
| "Equipment" | The name of the equipment/asset. |
| "Location" | The location of the asset. |
| "Start Date" | The start date of the asset's usage. |
| "End Date" | The end date of the asset's usage. |
| "Due Date" | The date that the asset is due to be returned. |
| "Added by" | The user who added the asset. |
| "Actions" | Allows you to edit the installation or delete (remove) the asset from the customer's history. |
Asset Delivery/Pick up Details
The columns for the "Asset Delivery/Pick up Details" subsection are defined below:
| Name: | Description: |
|---|---|
| "ID" | The ID number of the asset. |
| "Name" | The name of the asset. |
| "Filled Form" | |
| "Created By" | The user who authorized the transfer of the asset. |
| "Created Date" | The date that the transfer took place. |
The "Recurrent Services" tab displays any recurrent services associated with the customer as well as the corresponding customer information:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, delete the recurrent service, edit last service date, or generate work order.
The Paper icon will allow you to open the View Recurrent Service pop-up window.
The Individual Actions are identical to the right-click actions and will allow you to view, edit, delete the recurrent service, edit last service date, or generate work order.
The Plus Sign will add a new recurrent service.
The columns for the "Recurrent Services" tab are defined below:
| Name: | Description: |
|---|---|
| "ID" | The ID of the recurrent service. |
| "Category" | Which interval category the recurrent service falls under. |
| "Customer" | The customer address. |
| "Interval" | How often the recurrent service is performed (e.g., quarterly, yearly, etc.) |
| "Last Date" | The last time that the recurrent service was performed. |
| "Next Date" | The next time that the recurrent service will be performed. |
| "Warning Date" | The reminder date that the next recurrent service is imminent. |
| "Overdue Date" | The date after which the recurrent service is considered overdue. |
| "Status" | The status of the recurrent service. |
| "Actions" | Allows you to view, edit, edit the last service date, generate work order, or delete the recurrent service. |
The "Billing" tab will display the billing information of the customer; this will include the balance, when the invoice was created, any notes involved regarding the invoice, and more:
From this tab, you will be able to view the customer's balance, the billing details, the payment method, and any invoices or notes related to the customer.
Balance
The "Balance" panel will display the total outstanding balance of all the customer's invoices. In order for the invoice balance to be displayed in this panel, the invoice status must be set to "Service Completed," "Customer Invoiced," "Paid," or "Service Completed." The prepayment amount or invoice will be applied to the outstanding balance.
Default Billing Details
In the "Billing Details" box, you will also be able to edit the billing details and invoice-recipient:
You can edit the invoice-recipient so you can bill another customer within the same entity by pressing the Pencil icon on the "Billing" column border:
You can also edit the billing address to a new address instead of using the default address (by clicking on the Pencil icon by the Billing Address field). This is helpful when the billing address is different from the company's address; please see the Edit an Invoice for more information about having a different billing address on the invoice:
You can edit the billing details. You can also edit the billing details (by clicking on the Pencil icon by the "Billing Terms" field). This will allow you to adjust when payment is due:
Payment Method
In the "Payment Method" box, you can adjust the payment method to new payment method (i.e., cash, check, credit card) by clicking on the Pencil icon:
Invoices
The "Invoices" panel will list the invoices associated with the customer. You will be able to see the status, amount, and outstanding balance of each invoice at a glance.
Through the "Actions" column, you will also be able to convert the specified invoice into a PDF document, access the View Invoice pop-up window, or edit the invoice.
The layout of the "Invoices" panel is displayed below:
You will be able to access the following actions from the "Invoices" panel:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view or edit the invoice.
The Add Invoice icon will allow you to add a new invoice.
The Add Payment icon will allow you to add a new payment to the selected invoice.
The More Actions button, will allow you to add an invoice, add payment to a selected invoice, add a prepayment, or combine selected invoices.
The PDF icon will allow you download the invoice as a PDF document.
The Individual Actions are identical to the right-click actions and will allow you to view or edit the invoice.
The columns for the "Invoices" panel are defined below:
| Name: | Description: |
|---|---|
| "Date" | The date that the invoice was first created. |
| "Invoice" | The invoice number; by clicking the hyperlink, you will be able to access the View Invoice pop-up window. |
| "Status" | The status of the respective invoice. |
| "Amount" | The total amount of the invoice. |
| "Balance" | The outstanding balance of the invoice. |
| "Actions" | The "Actions" column has the PDF button which will allow you to download a PDF copy of the invoice. The Individual Actions located in this column will allow you to access the "View" or "Edit" options for the selected invoice. |
You can also combine multiple invoices into one in the "Invoices" panel; select the invoices you would like to combine by marking the corresponding checkbox.
Then from the More Actions drop-down select the "Combine Selected Invoices" option:
Important: Once you combine invoices you will not be able to separate them again.
For more information about invoices and billing, please see the Invoices Overview section.
Payments
The "Payments" panel will display payments linked to the customer. Please note that payments will only appear if they have been made towards the customer's invoices. Once payments are recorded, you can easily view the invoice ID, amount, and payment date.
You can also access the View Payment pop-up window through the "Actions" column.
The layout of the "Payments" panel is displayed below:
You will be able to access the following actions from the "Payments" panel:
The Paper icon will allow you to access the View Payment pop-up window. From this window, you can issue a refund of the payment.
The Individual Actions will allow you to access the View Payment pop-up window or the View Invoice pop-up window.
The Add Payment icon will allow you to add a new payment to the selected invoice in the "Invoice" panel.
Notes
The "Notes" panel will contain any additional notes related to the customer's invoices. To add a note, click the Plus Sign in the upper right corner. To edit a note, click on the Pencil icon or if you would like to delete a note, click on the Trash Can icon.
The "History" tab lists the historically recorded details of the customer including date, activity type, work order, description, and user:
Created and Last Modified Date
The "Created and Last Modified Date" panel will contain the "Created Date" and the "Last Modified Date" fields.
In the "Created Date" field the date when the customer profile was created will be displayed.
The "Last Modified Date" field will display the date when the customer profile was last updated.
Status Events
The "Status Events" panel will display how long the customer profile has been in the designated status.
The columns for the "Status Events" subsection are defined below:
| Name: | Description: |
|---|---|
| "Custom Status" | The designated custom status of the customer profile. |
| "From" | The date that the custom status was assigned to the customer profile. |
| "To" | The date that the custom status was no longer assigned to the customer profile. |
| "Time Spent in Status" | The total time duration that the customer profile spent in the designated status. |
History
The "History" panel will display all the historical related data associated with the customer profile; this includes statuses, assigned work orders, invoices, and more.
The columns for the "History" tab are defined below:
| Name: | Description: |
|---|---|
| "Date" | The date an action occurred for the customer. |
| "Activity Type" | The description of what type of activity that occurred for the customer. |
| "WO" | The work order associated with the activity type (if there is no work order this column will be blank). |
| "Description" | The description listed for the activity type. |
| "User" | The user who performed the specified activity for the customer. |