Customers can be created right in the mobile tool and on the web portal, so you won't need to enter in customer information every time you want to create a new quote.

So, to get to this customer list, you'll need to do the following:

  1. Log into the mobile tool.

  2. On the home screen, you'll see the following button:

3. Clicking that button will bring you to the following screen where you can search for an existing customer, or create a new one. Note: Your customer list will never automatically generate, you will always be required to search by customer name or create a new customer.

Once you click create work order, you'll be brought to the work order screen with the customer information populated for you:

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