Search & Assign a Customer to a Job - Mobile

This articles shows you how to Search for a Customer and Assign them to a Job.

Step 1: Go into Jobs and Hit Actions to Add a new job.  

Step 2: Select Customer to select a Customer from your contacts

Step 3: Type part of your customers name in the Search bar, hit return & select from the list

Step 4: Your Customer has been assigned to the Job

You can also use the Filters feature to search for Customers