Managing your Customers
In this article, we will cover the different ways you can create a new Customer record, edit an existing record, and add multiple contacts to a job. You can do this while creating a new job via Desktop or with the Customers tab via Desktop.
The easiest way to add new Customers is to enter their information when you create your first Job for them.
You can also add new customers on the Customers page. Click on Customers in the menu.You can then click Create customer. The Create Customer menu will open on the right, where you can enter all of the customer's contact information. Be sure to select "Send Notifications" next to the phone number that you wish to receive text notifications. When done, click Save.
Finding Existing Customers
The easiest way to find existing Customers is to use the Search feature via Desktop. As you type, you will see a list of Results that will include Jobs and Customers. From there, simply click on the Customer record that you wish to open. You will also find all of your existing customers on the Customers page, available from the menu. Click on a Customer record to see their complete details, including previous jobs and media (notes/photos).
Editing and Viewing Customer Information
On the Customers page, after you have found and opened the Customer record that you wish to edit, you will see the Edit User panel on the right. Be sure to select "Send Notifications" next to the phone number that you wish to be the recipient for SMS notifications. When you are done editing, remember to click Save.
You can also view Job History, Notes and Photos from the customer card! By default, the Edit Customer dialog will open to the Info tab. Click on the Jobs tab and you will then see a list of your Jobs History for that Customer! You can also click on the Media tab and see any Notes/Photos that have been added to any of these Jobs.
You are also able to edit and view customer information from the Jobs or Schedule page. When you are viewing the Job Details on the Schedule or Jobs page, click on the Customers name. This will open up the customer card, where you can edit details for the customer, view previous job history, and notes/photos from old jobs.
Adding Multiple Contacts to a Job
Sometimes, a job may have multiple contacts that each need to receive. In Dispatch you have the ability to send notifications to as many people as you need, all at the same time.
Adding another contact onto an appointment is as easy as a couple of clicks and adding some basic info about the contact like a name, relationship to the customer, a phone number and/or an email address. To add an additional contact to a job follow the steps below or check out our training video!
Click into the job's details. From there, you will click on the "+" that is next to the heading Contacts. Next, you will have the option of adding a customer that is already in your system OR you can click Create a New Contact.
If you click Create a New Contact, you can then fill out that person's information and save it. If you'd like to add this new contact to your customer database, because you plan on doing work for them in the future, click the Save as new customer checkbox. This will convert the contact to a customer in your Dispatch Customers list!
With this feature, you also have more control over notifications per customer. You can turn text or email notifications on or off by simply clicking Edit on the top right-hand corner of the customer card. From there, you can click on the toggle to turn SMS and email notifications on or off.
Please remember to save any new contact info after making updates!