This section allows you to check the current customer’s related information, including: Customer Info, Job info, Agreement, and Equipment.
Customer Info
This contains information about the customer’s location and billing account.
Contact Details
This is information about the customer’s location including:
- The customer's name.
- The customer’s phone number(s) and email.
- The location address and zone.
- The location type.
- Any Location Direction Notes.
- Any Location Contact Notes.
You may make changes to the fields by tapping on the edit button next to each group.
Billing Account Details
This is information about the customer’s location, including:
- The billing account contact’s name and contact information.
- The rating of the customer.
- (Friend and Family, Bad Risk, etc.)
- Preferred payment method.
- The current balance of the account.
- Any open deposit amount on the account.
- Any billing account notes.
Contract Information
If the customer has a contract, you will see this underneath their billing account information.
Here you will be able to see:
- The contract number.
- The Plan Types and the number of systems per Plan.
- Any Contract Comments/Notes.
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