Ways to find a customer information
We support over 1000 different ways look up information with a single information like last 4 digits of a phone number and combination of fields like last name has letter "SMI" and service state is "NY". Search tools available include:
- F3 - Standing orders
- F4 - Work orders
- F5 - service routes
- F7 - All customers , service location, invoice, work order, serial number, email address, phone and contact name
- F10 - Open windows
- F11 - Site and customer notes
- Specialty searches by category
- Sites
- Customer
- Invoices
- Line charges
- Payments
- Rental units
- Service stops
- Work orders
- Standing order
- Site notes
- Customer codes
- Rate or charge codes
- Surcharges
- Vendors
- Rental Unit availability
- Site master form
- Customer master form