Look up a customer

Find a customer on your phone and see their contacts, equipment and past jobs.

Last updated 3 Oct 2026

Overview

Standing on site and need the customer’s contact, or want to know what was done here last time? The Customers screen holds their details, the equipment on their account, and every job you have done for them.

Step by step: open a customer

Tap Customers on the home screen.
Type any part of their account number, name, trading-as name, phone or email into the search box.
Tap the customer in the list.
Tap Select Customer.

Long lists load a page at a time - tap Show more for the rest.

What the customer screen shows

Section	What it holds
Details	Account number, trading-as name, account type, phone numbers, email, website and payment terms.
Contacts	Each named person on the account. Tap a number to ring it, or an address to email it.
Addresses	Postal and Delivery. Tap either to open it in your maps app.
Customer items	The equipment on the account - whatever your business calls it.
Jobs	Past jobs, behind a Load Jobs button.

Account balances and credit limits are not shown on the mobile app.

Past jobs

Tap Load Jobs to fetch them - they are not downloaded until you ask, so opening a customer for a phone number costs nothing. Jobs arrive newest first, ten at a time, with a Load more row at the bottom.

Tap a job to expand it. You get its header, the materials and purchase orders on it, memos, images and attachments, and any completed checklists.

Job history needs a connection. Offline, the screen says so rather than leaving you on a spinner.

The equipment on an account

Each item row shows its key and description, with its serial, type and status underneath. Items no longer in use are greyed out and marked (inactive).

Tap a row to expand it for the item’s full details, then View History to open everything that has ever been done to that item.

What the customer screen shows

Past jobs

The equipment on an account

See also