The Customer Search allows you to search for a customer. This allows you to review work for a customer, add a new customer, and search for a customer to add a job.
When searching for a customer, you may search based on these 4 fields:
• Customer Address.
• Customer Last Name.
• Customer Company Name.
• Customer Phone Number.
Searching for a Customer
1. Navigate to the Customers search screen.
2. Tap on the search bar that you would like to search using.
3. Enter your search based on the following:
- Customer Address.
- Customer Last Name.
- Customer Company Name.
- Customer Phone Number.
4. You may search using multiple fields at once by filling out the fields before tapping search.
5. Tap Search.
Note: Access to the Customer Search feature is controlled in the Successware Mobile Admin page. If you cannot see this page, please check with your office.
6. Once the results are returned, you may:
a. Add a new customer – Tap on the button to add a new customer.
b. View a customer’s record – Tap on the customer to view their record.
c. Modify or start a new search – Tap on the search bar to edit the current search or start over.
Adding a Customer
You may find that when you search for a customer, they are not in your system currently. In this case, you may need to add them. To do so:
1. Perform a search for the customer.
2. Tap the button.
3. Fill out the information for the customer:
- Customer first name and last name.
- Customer company name (if applicable).
- The Location Type.
- Examples include: Residential, Business, Rental Property, Other, etc.
- Location Address.
- Location City, State, and Zip Code.
- Customer Phone Number and Extension.
- Customer Email.
4. Tap Save once the customer’s information is added.
5. Once saved, you will be able to view and edit the customer’s record.
Creating a Job for a Customer
Successware Mobile allows you to create a job for a customer. This allows you to take calls after hours or schedule calls for the future. To create a job for a customer:
1. Search for the customer using the customer search.
2. Either add a new customer or open an existing customer record.
3. With the customer record opened, tap on the Jobs tab.
4. On the Jobs tab, tap on the button.
5. With the Add Job screen open, you will need to fill out the information:
6. The Job Class must be filled out first.
7. You may then fill out the rest of the information.
- Job Type.
- Job Department – This will often be filled out for you based on the Job Type.
- The Scheduled Date and Time.
- The Employee assigned to the job.
- This is only able to be changed by those that have the RemoteTechManager User Group as determined by the office.
- If the employee is left blank, then you will be assigned as the employee.
- The Lead Source – This is how the customer found your phone number.
- Zone – This is the area that the job is located in. This will be automatically filled based on the zone on the customer’s location.
- The Job Instructions.
8. Tap Save once the job details are filled.
9. The Confirm Job prompt will appear. It will show the job type and scheduled date and time.
10. Tap Confirm.
11. The job will appear in the customer’s record even if the job is in the future.
12. If you have no assignments that are scheduled prior to that job’s scheduled time, it will show up in Your Assignments on the Home screen.
Schedule Search
Successware Mobile’s schedule search allows you to look at your schedule for the day and for up to 6 days in the future. You can see the details of the assignment to get details about what would be needed.
You can search for your assignments by:
- Assignment Date.
- Job Class / Job Type.
- Department.
- Employee.
- If you have Manager Permissions, you may search other technician’s schedules. Otherwise, you will only be able to search your own, and this option will be greyed-out.
- You can also choose to hide completed assignments.
Searching your Schedule
1. Navigate to the Schedules search screen.
2. Tap on the search bar that you would like to search using.
3. Enter your search based on the following:
- Assignment Date.
- Job Class / Job Type.
- Department.
- Employee. (If you have permission to do so)
4. Make your selection of the search criteria. Then tap Save.
Date selector:
When using the Date Range selector, tap on a date to select a singular date. Then you can select another different date to select a date range. Tapping on a third date returns to selecting a singular date.
5. You may search using multiple fields at once by filling out the fields before tapping search.
6. Tap Search.
Note: Access to the Schedule Search feature is controlled in the Successware Mobile Admin page. If you cannot see this page, please check with your office.
7. Once the search is performed, tap on an assignment to get details about it.
On the assignment screen, you will be able to see details about the assignment including:
- Customer Name and Location.
- Job Type.
- Job Number.
- Assignment Date and Time.
- Primary Technician.
- Department.
- Instructions.
You may click on the customer name button to view more information about the customer including their equipment, warranties, and agreements.
Looking for a more interactive course on Notes in Successware Mobile? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at training@successware.com for a free account.