Client Information

Review and manage client details from a work order on iOS.

Client Information

Use Client Information to review the customer, contact, address, and context for the job.

It can also give access to client history and linked objects.

What you can do

• review client and contact details
• change the contact person or address when allowed
• open client history and objects

Use Client Information

1

Open Client Information

Open the work order.

Go to Client Information.

2

Review the main details

Check the contact person, address, and client comment.

3

Edit when allowed

Change the contact person or address if editing is enabled.

4

Open more context

Open client history or linked objects when you need more detail.

Keep in mind

Some fields stay locked when the client is missing or the work order is not editable.