As a technician, there will be times that you will need to review a customer's account, whether it be later on during the day after your appointment is completed, or when you are onsite to see things like service history, quote acceptance, etc.
To access your customer's history, you will go to the menu icon in the upper left-hand corner next to your technician name, and selecting Customer Lookup.
You can use the customer's first name, last name, email address or street address to search. A minimum of 4 characters is required to begin the search. Searching will bring up a list of matching customers. Selecting the matching customer's record will bring up the customer's name, a list of their appointments and a list of their quotes.
Selecting the Customer's name across the top will give you access to an overview of their account information. You will see their name and applicable membership icon across the top of the page. There will be tabs for Contact, Notes, Appointments, Quotes and Equipment.
The Contact tab has Customer Contact details including email address(es) and phone number(s), and also any Membership items. There is also the option to send a password reset to the customer's online portal from this page as well.
The Notes tab has notes made directly to the customer's account. You can add new notes here for the customer's account using the + Add Note button.
The Appointments tab has a list of all of the service history for this customer's account for all addresses. It includes the date, address, appointment number, job number, technician, department and total of the invoice.
The Quotes tab has a list of all of the technician visible quotes for this customer's account for all addresses. It includes the date of the quote, quote number, status, job number, name of the quote, address and quote total. There is a three dots menu that will allow you to view the quote, mark to proceed with service or email the quote to the customer's email address on file.
The Equipment tab has a list of all of the equipment for this customer's account for all addresses. There is the option to see a single address at a time by using the address dropdown, or to include equipment that has been archived by using the All/Active toggle. There is an Equipment Actions button at the top of the screen which will allow you to Add Equipment or run the Generic Equipment Conversion tool.