How to search for an Account customer in your database and add a new job to the one of the existing sites

More Account customers can often be added to your database. When they call, FieldInsight makes it simple to find them and add a job to a site you've previously visited.

Here's how to do it:

Select the time you wish to schedule the task in the Schedule. Hover you mouse and drag the yellow box to the preferred day and time period, as well as the technician to whom you wish to allocate the task.

If you want to view the account client details, click on the yellow box.

In the Account customer page at the top of the screen, select the dropdown button and type the customer's name into the search box, and FieldInsight will automatically narrow down all the list under Account customer. You can also create a new account by clicking on the plus sign button option.

Now, select the site or add in a new site. Just hit the arrow on the right and choose the site from the dropdown list. FieldInsight will automatically remember the sites assigned to this account customer from the previous jobs.