Client

Overview

Client document describes single place/contact where repair takes place.

Client - Desktop view

Client - Mobile view

Info

Client - Info

1. Client contact name. Usually home owner or tenant name.
2. Mark client as OFFENDER. These clients will have each new task/order marked ready for cancellation if desired.
3. Client home address.
4. A button, that will open Google Maps, and will pin the address ready for GPS navigation.

Telephones

Client - Telephones

1. Client can have multiple telephone numbers, but One of them can be marked as Primary, which is preferred contact.
2. Telephone number. Can contain contact name if desired.
3. Button, that will bring up phone dialer with phone number ready for dial.
4. Deletes selected telephone number.
5. Adds new telephone number.

Services

Client can have multiple Services assigned to it. Clicking on a Service, will open it.

Client - Services

1. Date when Service was created.
2. Status of the service at present time.
3. Name/title of the service.
4. Insurer name where the service came from - optional.
5. Work Order from the insurer numbering - optional.
6. Own Order is a sequential number assigned from RepairSetup for each service in the system.
7. Create new Service assigned to client.

Appliances

Client can have multiple Appliances assigned to it. Clicking on a Appliance, will open it.

Client - Appliances

1. Appliance kind.
2. Brand name of the appliance - optional.
3. Model number of the appliance - optional.
4. Serial number of the appliance - optional.
5. Creates new Appliance assigned to Client.

Notes

Client - Notes

1. Can be used to save arbitrary text notes regarding the client.