Search and sort your customer list to open the record you need, then see that customer's jobs and call history in one place.
Find a customer
Open Customers. In the mobile app, select the person icon in the bottom bar.
In the search field, search by name, address, email, or phone.
To change the order, use the sort menu, such as Newest or A to Z.
To narrow the list by customer type, use All types.
Select the matching customer to open their record. The record has Details, Jobs, and Calls tabs.
If you can't find a customer
Check the spelling.
Try their phone number, email, or address instead.
Check whether a customer-type filter is active.
View a customer's jobs
In Customers, select the customer.
Select Jobs.
Select a job card to open the job.
Job cards show the job number, location, status, appointment date, and appointment type. When you open a job, you can see its appointments, notes, media, attachments, estimates, invoices, and activity.
On web, the Jobs tab also has a New job option.
View a customer's calls
In Customers, select the customer.
Select Calls.
In the mobile app, the Calls tab lists call recordings by date, each with a play button.
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