Viewing a customer

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

  1. Click from the Side Menu  

  1. Click the customer you want to view. This will open the customer details.

  1. Click any of the tabs to move between Contact, Address, Checklist and Financial

  2. Click  when finished if you have made any changes, or
  3. If no changes are made, click to close the page
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