A customer record contains all the information a worker needs to create and invoice a job.
You can update a customer's contact details, financial information or add new site addresses by editing the customer record.
To view a Customer
- Click from the Side Menu
- Click the customer you want to view. This will open the customer details.
- Click any of the tabs to move between Contact, Address, Checklist and Financial
- Click when finished if you have made any changes, or
- If no changes are made, click to close the page