The Customer Hub shows customer data including their contact information, location, service calls, location equipment, location contacts, location contracts, and/or jobs. Notes and attachments can be added and viewed for the customer, location, service calls, and location equipment.
Accessing the Customer Hub
You can access the Customer Hub in one of three ways, with the last two methods having the selected customer or location highlighted on the hub page:
Choose the Customer Hub icon at the top of Schedule.
On the schedule board, right-click on the appointment and choose View Customer Details or View Location Details.
In the Unscheduled Appointments section of Schedule, right-click an appointment and choose View Customer Details or View Location Details.
Viewing customer information
The Customer Hub displays the following information in the top scroll window.
The column order listed below is the default order. You can filter, sort, and rearrange the data in this window. Filtering and Sorting Data for more information.
Customer
Notes
Name
ID
Location
Notes
Name
ID
Address
Address 2
Phone
Contact Person
Service Area
City
State
Postal Code
Viewing detailed customer information
To see detail information for a customer, select the customer from the list on the Customer Hub.
The details section contains the following tabbed information associated with the customer. Some of the tabs may or may not display for all customers.
