Ways to find a customer information 

We support over 1000 different ways look up information with a single information like last 4 digits of a phone number and combination of fields like last name has letter "SMI" and service state is "NY".  Search tools available include:


  • F3 - Standing orders
  • F4 - Work orders
  • F5 - service routes
  • F7 - All customers , service location,  invoice, work order, serial number, email address, phone and contact name
  • F10 - Open windows
  • F11 - Site and customer notes
  • Specialty searches by category
    • Sites
    • Customer
    • Invoices
    • Line charges
    • Payments
    • Rental units
    • Service stops
    • Work orders
    • Standing order
    • Site notes
    • Customer codes
    • Rate or charge codes
    • Surcharges
    • Vendors
    • Rental Unit availability
  • Site master form
  • Customer master form