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Searching for Customers In The Mobile Tool
Searching for Customers In The Mobile Tool
Profit Rhino avatar
Written by Profit Rhino
Updated over a week ago

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.
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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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