Customer contact information | Voters

Customer contact information

Lively Magpie

It would be extremely nice to be able to see the customers name, address and contact information all at the top of the Basic Info tab, instead of having to scroll down to find the phone number and email address for the customer.

August 21, 2024

Heliotrope purple Flyingfish

ADD this to the Mobile APP - make it more easier for Techs to find info

Neutral Mammal

Email and phone number should definitely be in BASIC INFO considering they are the most basic of information needed for the job, along with address and name of course.

United Swordfish

And Adjuster Phone/email

Increasing Tapir

I'd for sure love that when sending a contract. I'm currently opening another tab, searching for the client in the search bar, then having to copy and paste their email when I have to send a retail estimate. Quite a pain.