Managing your Customers

In this article, we will cover the different ways you can create a new Customer record or edit an existing one in Dispatch. You can do this from 3 places, the Create Job process of the Mobile app, the same process from the web-based version of Dispatch, or the Customers tab. 


Adding Customers

The easiest way to add new Customers is to enter their information when you create your first Job for them. This feature is explored in the Create a Job training video as well.

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 dialog will open on the right, where you can enter all of their contact information. Be sure to select "Send Notifications" next to the phone number that you wish to be the recipient for SMS notifications.

When done, click Save.

NOTE: You can also import your existing customer list into Dispatch as long as you can export it from your current system as a CSV file.


Finding existing Customers

The easiest way to find existing Customers is to begin entering their name into the Search existing customers field when you create a Job. This feature is explored in the Create a Job training video as well. 

You will also find all of your existing customers on the Customers page, available from the menu.

Your customers will be listed alphabetically. Click on a Customer record to see their complete details or to edit the record.

As your customer list grows, it is easier to Search for them in the web application's header.

As you type, you will see a list of Results that will include Jobs and Customers. You can use the Search Filter dropdown to limit your results to show only Customers.

From there, simply click on the Customer record that you wish to open.


Editing Customer Information

From Customers Page

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.

From Job Details

When you are viewing the Job Details on the Schedule or Jobs page, find the Customer card.

Click on Edit.

Doing so will open up the Edit Customer dialog, where you can make changes and Save as covered above.


Viewing Customer History

From Customers Page

On the Customers page, find and open the Customer record. By default, the Edit Customer dialog will open to the Info tab.

Click on the Jobs tab.

You will then see a list of your Jobs History for that Customer.

You can also click on the Media tab to see all Notes and Photos associated with the Customer.

From Job Details

When you are viewing the Job Details on the Schedule or Jobs page, find the Customer card.

Clicking on the Customer's name will take you directly to the Jobs History tab of the Edit Customer dialog.

From there, you can click on the Media tab to see all historical Notes and Photos, or click on the Info tab to edit the Customer's contact information.

 

Still need help? Contact Contact