1. Login to the SmartServ Web app: v2.smartserv.io with Admin/Dispatcher Credentials

  1. Once logged in click “Customers” on the black banner

  1. Use the search box on the right hand side of the screen, right above your customer list to look up the customer details. Use complete key words like Name, street address, Phone Number etc.

  1. Once after searching the customer click on the edit button towards the right side of the customer account.

5. Once after clicking the edit symbol you should be directed to the following screen for the customer.