You can access the Customers feature through the Menu Panel; to access the Menu Panel, click the button in the top left corner:
From the Menu Panel, locate the Customers button and then press it:
Once you access the Customers feature from the mobile application, you will be redirected to the main Customers feature page:
The Actions Panel which will allow you to access the additional functions (e.g., refresh the customer list, add a new customer, search for customers, and locate nearby customers).
The Barcode button will allow you to search for a customer through the RFID code.
The Search Bar and Magnifying Glass button will allow you to input specific search criteria to locate a specified customer.
The Advanced Search Filter icon will allow you to conduct an advanced search for a specified customer.
The customer will be listed here; by pressing on the desired customer, you will be able to access the View Customer page.
The Add button will allow you to add a new customer.
By pressing on the Actions Panel, you will be able to access additional customer functions:
These additional functions can be seen below:
The Refresh button will allow you to refresh the list of customers.
The Add button will allow you to add a new customer.
The Advanced Search Filter button will allow you to search through your work orders for a specific customer.
The Nearby button will allow you to search for customers that are located near your current location.