Customers and Locations | WennSoft Documentation

Working with Customers

Select Customers and select a customer. In the Customer pane, use these additional tabs to view information:

Icon	Description
	Location View Location information for the customer.
	Notes View any additional notes that are associated with the customer. Depending on the MobileTech setup, you might not be able to edit an existing note. For more information, see Create a Note.
	Reports View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings.

From the Location tab in the Customer pane, select a location. In the Location pane, use these additional tabs to view information:

Icon	Description
	Equipment
	Contacts To contact someone at the customer location, use this tab to view contacts who are associated with the location. If email or telephone information is set up for the contact, you can select the appropriate icon to launch your email app or call the contact. To add or edit contacts, see Creating or Editing Location Contacts.
	Notes View any additional notes that are associated with the customer. Depending on the MobileTech setup, you might not be able to edit an existing note. For more information, see Create a Note.
	Map If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map. If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates.
	Reports View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings.

See also: