Features - Customers

Customers Overview

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

Prospects Tab

Customer List (All) Tab

Kanban Tab

Global Actions

View Customer

How to Access the Page

Customers Tabs

Customers Tab: Kanban

Customer View Layout

Upper Right Corner Actions (Detailed)

Add Customer

How to Access the Page

Import Customers

Export Customers

Export Customers into QuickBooks

Edit Customer(s)

Edit Customer Pop-up Window

Edit Multiple Customers

Send Messages to Customers

Send Reminders to Your Users

Delete Reminders

Delete or Disable Customer

Customer Settings

Mobile App User Interface

Mobile Customer Layout

Search Customers

View Customer on Device

Add Customer From the Mobile Device

Edit Customer From the Mobile Device

Customer Contacts