- 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
Overview
Below you can find additional details regarding MobiWork's Customers web interface and how to effectively utilize this feature to enhance customer relations within your business.
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
- Kanban Tab
- Global Actions
- Add Customer
- More Actions
- Edit Selected Customers
- Disable Selected Customers
- Delete Selected Customers
- Edit Selected Reminders
- Delete Selected Reminders
- 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
- Export Customers to QuickBooks
- 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)
- Summary Tab
- Contacts Tab
- Locations Tab
- Marketing Tab
- Sub-Customers Tab
- Work Orders Tab
- Billing Tab
- Add Customer
- How to Access the Page
- From the Customer Drop-Down
- From the Customers' More Actions
- By Adding a Quote
- By Adding a Work Order
- Add Customer Pop-up Window
- Duplicate Customers
- Sub-Customers and Billing Options
- Import Customers
- 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
- Edit Customer(s)
- Send Messages to Customers