Customer Information

As a technician you can see the customer's billing information as well as the worksite details for the job card you're working on. When the technician hits the billing information, they will be able to see the billing info and call/mail out on the saved billing information.

How to see Billing Information:

How to see Service Information:

By clicking on the pencil icon, it will allow you to edit/update any customer

How to send a text notification to the Home Owner when you're about to start travel:

Send out SMS notification to the customer from the field:

When the technician would want to send out a SMS notification out to the customer he can go ahead and hit the highlighted cell phone number and select “send message”.