ProductsFixoGuides
Customer management
Learn how to add, find, edit and delete customers, contacts, addresses and contract details.
- Version
- 2026.08.12
- Effective date
- 2026-08-12
- Last revised
- 2026-08-12
Customer records connect schedules, equipment and work reports. Register a customer before visiting the site to keep subsequent records together.
View the customer list
- In the app, select Customers at the bottom.
- In the web console, select Customers in the left menu.
- Search by customer name, contact details or address.
- Select a customer to view their basic details, linked equipment, schedules and work reports.
Add a customer
In the app
- Select Add customer on the customer management screen.
- Enter customer details.
- Enter contract details.
- Add any notes and complete registration.
In the web console
- Select Add new customer at the top right of the customer management screen.
- Enter customer and contract details in the dialog.
- Review the information and save.
Information you can enter
| Category | Fields | Description |
|---|---|---|
| Customer | Customer or company name | Required to identify the customer record. |
| Contact | Contact name, mobile number | Used for communication and schedule notifications. |
| Address | Street address, address details | Records the site location. |
| Contract | Contract type, start date, end date | Tracks maintenance periods and upcoming expirations. |
| Other | One-time contract status, notes | Use for nonrecurring contracts or additional information. |
Mobile numbers are formatted for readability as you enter digits. Confirm contact details and addresses with the actual site contact.
Use customer details
From the customer details screen, you can:
- Call or text the contact
- Edit customer and contract details
- View and add linked equipment
- Add technician visits, customer visits or remote support appointments
- Write work reports and review previous reports
Edit customer information
- Open the customer details screen.
- In the app, use the customer information edit action. In the web console, select Edit customer information at the top right.
- Update the customer name, contact, phone number, address, contract period or notes.
- Save and verify the changes on the details screen.
Delete a customer
Select the delete action in customer details, read the notice and confirm deletion. Related records, including linked equipment, may also be subject to deletion, so check any work reports and equipment details you need first.
Before deleting a customer, double-check that you have selected the correct customer and linked records.