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How to Search For An Existing Customer

Instructional Video:

  1. In the left column menu select the “Customers” link. This will take you to a page that displays all of your customers with active work orders and allows you to search for specific customers in your database.
    Location of the Customers link in the user main menu.
  2. At the top of the customer search page is an input field that is used to search for customers.
    Location of the customer search box.
  3. The search field can be used to find a customer by typing any of the following within the field: customer first name, customer last name, customer phone number.
    An active customer search in the customer search field.

Search results will appear beneath the search bar as you type.

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