Customer Profile Tabs


Below the Customer Profile data section are a number of tabs. Use these tabs to document additional information about your Customers. These fields are internal to the company not the Customer.

  • Second tab: Flex Fields. View, edit, and enter any Flex Fields (user defined fields) for the Customer.
  • Third tab: Customer Notes. Enter specific notes about the Customer’s business, etc. These are internal notes not viewable by the Customer. To add a Customer Note;
    1. Select the Customer Notes tab.
    2. Select the Add icon. A new Standard line item displays.
    3. Double-click the blank Note field to activate.
    4. Select the field and input the notation.
    5. Select the Save button.
  • Fourth tab: Job Notes. This displays notes added by the Dispatcher during Step 2 Job Setup and all notes added by the Field Technician regarding jobs for that Customer.
  • Fifth tab: Job History. This displays all jobs previously completed for the Customer. Select the linked Job Number from the list to open the details. The information displays in a new Job Administration tab.
  • Sixth tab: Work Performed. This tab is like the Job History tab but includes the individual activities completed fo rthe job. Select the linked Job Numbers to display the details.
  • Seventh tab: Equipment. This tab is used to view the equipment assigned to that Customer.
  • Eighth tab: Material Items. This tab is used to view the materials assigned to that Customer.
  • Ninth tab: Job Skills. (Super Users only) This tab is used to list specific job skills or knowledge necessary to perform the work at the Customer’s site. Ex: Certified Electrician. To include a Job Skill;
    1. Select the Job Skills tab.
    2. Select the Add icon. A blank line item displays.
    3. Double-click the blank Job Skill field. A drop down menu activates.
    4. Select the drop down menu and choose an applicable option.
    5. Select the Save button.
  • Tenth tab: Contacts. This tab is used to store multiple contacts for a Customer record. To include a Contact;
    1. Select the Contacts tab.
    2. Select the Add icon. A blank line item displays.
    3. Double-click the applicable fields to activate and input data as appropriate.
    4. Select the Stacked Save icon. Refer to graphic.
    5. Select the Save button.
  • Eleventh tab: Purchase Orders. This tab is to track a PO with an amount and assign it to a Customer. As jobs are created for that Customer, associate the PO from the Job Entry screen. As jobs for that Customer are completed, the amount of the PO is tracked and deducted from the amount in the SmartField system.
  • Twelfth tab: Tasks. (Super Users only) This tab is similar to the User Profile and tracks tasks associated with the Customer and displays which office employee is assigned. Tasks cannot be viewed by Field Technicians on the SmartField Mobile App.