Create a customer contact

New job panel

When creating a job in Field Service Dispatch, you can also create a contact for that job. The technician assigned to the job will be able to see these contact details.

To create a customer contact, follow these steps:

  1. Click on the Scheduler tab in Reveal. Then, click CREATE JOB. This will open the New job panel.
  2. In the New job panel, click NEW CONTACT.

  3. In the New contact panel, fill in the required details.
    Note: Only the administrator will be able to see the contact notes.
  4. Click SAVE CONTACT.
  5. Contact details appear at the top of the New job panel. To make changes to them, click the pencil icon beside the contact name.
    You can now create a job and link it to that contact.
  6. To add a second contact click ADD CONTACT.

Now that you have saved the contact, you can search for them the next time you create a job.

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