Customer Lookup - During Regular and After Hours

Technician Quick Reference Guide: Customer Lookup

The Customer Lookup feature allows technicians to search for a customer site and review current or past service history.

This tool is helpful when you need to review previous repairs, equipment details, or create a new work order.

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Access Customer Lookup

1. Open Menu.

2. Select Customer Lookup.

3. Search for the customer site.

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What You Can View

Customer Lookup provides access to important service information, including:

• Work Order History (current and previous jobs)

• Register Lines (parts, labor, miscellaneous entries)

• Work Order Notes

• Attachments in the File Room

• Equipment details (model and serial numbers)

You can also see the status of each work order, such as:

• Open

• Completed

• Closed

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Creating a New Work Order

Customer Lookup can also be used to create a new work order, especially for after-hours calls.

⚠ Important:
You do not need to have an active work order to create a new one using Customer Lookup.

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Customers on Credit Hold

⚠ You cannot create Work Orders on Credit Hold on your device.

• Contact your manager.

• Let the customer know you cannot run the call.

During regular working hours, the Manager will have to contact AP to remove the credit Hold if desired.

✅ Tip: Use Customer Lookup to review previous service history and equipment details before starting work, which can help diagnose issues faster and maintain accurate service records.