Service customer notebook

Coming soon. This isn't available to customers yet.

A notebook for each customer you visit: contact details, addresses, access notes and history, with a Request information button, plus a Follow-up board that shows who you're waiting to hear from.

Use it when

You go to customers' homes or premises and need their access details and a way to see who needs following up. You get it with the Service business store type.

Use something else when

• Retail customer summary: you post goods and need only a summary.
• Project context customers: each customer is a made-to-order project.

How to note a customer's access details

People who buy from you appear in Customers by themselves. To add one yourself, press Add person there.

1. Open Store, then Customers.
2. Press the customer. Their notebook opens.
3. Press Access notes and history.
4. Where it says Write anything…, type how to get in, such as "Side gate, code 4410; dog in the garden".

You see Saved.

What it adds or changes

• Part of: Store

Workspace arrangement only

Example

A fictional gardening business notes "Side gate, code 4410; dog in the garden" under a customer's access notes. Before the first visit you press Request information to remind yourself to ask about parking; the customer moves to Engaged on the Follow-up board while you phone them.

Limits

Request information doesn't contact the customer. Phone or email them yourself.

Related

• Service business store: A customer notebook, a service work board and no shipping