When you add a new customer or find an existing customer, the app opens the Customer Summary which contains the following sections:

  • Map displays the locations of systems owned by a customer. To go to the customer’s location on the map, tap Location.
  • Customer displays the name of the customer. To edit the customer’s information, tap Edit.
  • Systems displays the number of systems owned by a customer. To view the customer’s systems, tap Systems.
  • App Users displays the number of app users that are associated with a customer. To view, add, edit, or delete app users, tap App Users.

This section covers how to find, add, and edit customers.

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