Customer Search

Customer Search is a simple tool for finding customer information (Address, Email, Phone #, etc).

Customer Search

If you're looking for a customer's work order history use Quick Search or Multi-Field Search.

Step 1: In the menu tap Search > Customers

This will open the customer search modal.

Step 2: Search the Customer

  • In the top right corner of the customer modal, tap the search input.
  • Type the name of the item you're looking for into the search box.
  • Tap the name of the customer to open their details.

Search