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Managing work orders in the portal
Managing work orders in the portal
Managing appointments via the call center
Managing appointments via the call center
Dispatching work orders
Dispatching work orders
Working with skipped work orders
Working with skipped work orders
Managing completed work orders
Managing completed work orders
Inventory management
Inventory management
Manage mobile workers access
Manage mobile workers access
How to look up an account
Copy linkIn the main menu, under Call Center, select Account Lookup. A list of all project accounts will appear.
Search by Service Address
- Locate the Service Address column.
- Type the service number into the search box below the column header.
- Press Enter. You will see a list of all accounts starting with that number.
Search by Account Holder / Customer Name
- Locate the Customer Name column.
- Type the customer’s name into the search box below the column header.
- Press Enter. You will see a list of all accounts with that name.
Search by Phone Number
- Locate the Phone Number column.
- Enter the full or partial phone number into the search box.
- Press Enter. You will see a list of all matching accounts.
💡TIP: You can type a partial phone number, a customer’s first name, or a house number. The platform will filter the account information, and you will most likely see the account you are searching for.
