Customers are the heartbeat of your company, and they'll be needed before creating work orders, estimates, sales orders, and almost anything else.

Now that your account has been cleared of all sample data, it's time to add your list of customers.

Note: If you plan to connect MobiWork with your accounting software, like QuickBooks or Sage, we recommend initially importing your customers from your accounting software into MobiWork. This will be the easiest way to populate your list of customers and will automatically link them in both accounts. If you haven't connected the software yet, navigate to Connect With An Existing Software Solution for instructions.

Overview Video

Step by Step

1. At the top of your screen, navigate to the Customers menu option.




2. At the top right, click the More Actions button, then choose "Import Customers from QuickBooks" (or the name of your connected Accounting Software).




3. You'll be shown a list of customers found in your accounting software. For a list of all fields that will be imported, choose "Click for Details" on the right side of each record.







4. Using the checkboxes, select the customers you wish to import or use the Select All option. Once all necessary records have been selected, click Submit.

• IMPORTANT: Only click the Submit button one time. Clicking more than once may result in duplicate entries.




5. You should now see a "Confirm Results" page showing you the results of your import.

1. You'll see an overall recap of the import at the top (showing how many customers were created, skipped, etc.), along with a breakdown of each entry's results on the bottom.
2. If only some of your imported records are shown, use the page navigation buttons on the lower right of the records to move to other pages or records.



3. The import preview tool will flag any required data that is missing on the import template and prevent the row of data from importing.

Overview Video

Step by Step

1. At the top of your screen, navigate to the Customers menu option.




2. At the top right, click the Plus Sign button.




3. First, select whether you are creating a Business or Residential customer from the Business Type drop-down.

• If choosing Business, a new field labeled Company Name will be provided.
• If creating a Prospect, make sure to select the Prospect option from the Customer/Prospect drop-down.
• You can also indicate if the customer profile is a child or sub-customer of a parent customer and where the bill should be sent to:




4. Fill out any other necessary customer information.
• Keep in mind, any required fields will be marked with an asterisk.


5. When finished, click Add.


6. Repeat Steps B through D for all customers needed.

When using the MobiWork app, tapping for turn-by-turn navigation sends the destination's longitude and latitude to the user's preferred GPS app for directions.

In order to make sure your team doesn't run into any routing issues, checking this saved search periodically is a good idea.

1. If you're not already looking at your customer list, navigate to Customers.


2. From the search drop-down, find the saved search titled "Invalid Address"; Clicking this will search through your customers to see which ones don't have a valid longitude and latitude.




3. If you do have any customers with invalid addresses:

1. Choose to view the customer and then click the Location tab.
2. In this tab, select the Individual Actions under the Actions column. From the drop-down select the Edit option.
3. Check the address for any errors.
4. Click the Verify Address button.
5. If MobiWork says the address cannot be verified, either save the contact as is, contact the customer to verify the address, or create a support ticket.