You can find your Customer Address Book by tapping the 'More' icon at the bottom of your screen and then tapping ‘Customers.’

You can add customers to your Customer Address Book by tapping the 'More' icon at the bottom of your screen and then tapping ‘Customers.’ 

Use the '+' link in the right corner of your screen to add a customer.

You can view visit details by tapping the 'More' icon at the bottom of your screen and then tapping ‘Customers.’ 

Select the 'Visits' button and choose your criteria to find a specific visit.

You can upload job site photos to a customer visit by tapping the 'More' icon at the bottom of your screen and then tapping ‘Customers.’ 

Select the 'Visits' button and choose your criteria to find a specific visit. Tap the visit to view the summary and add photos.

To view Customer Visits based on the driver:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits.’
   • The default view shows ‘All Drivers.'
4. Tap on any driver listed to view their Customer Visit data.

To view Customer Visits based on the tracker:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits.’ 
   • The default view shows ‘All Trackers.’
4. Tap on any tracker listed to view their Customer Visit data.

To send a Customer Visit Summary:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits’ and choose your criteria to find a specific visit.
4. Tap the visit to open the summary.
5. Select ‘Send.’
6. On the Email Visit Summary screen, enter the recipient's email address.
7. Select ‘Send’ again.
   • A confirmation message will appear, showing the date and time the summary was sent.

To confirm whether a Visit Summary has been sent:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits’ and choose your criteria to find a specific visit.
4. If a summary was sent, an envelope icon will appear next to the visit's date and time.

To see when and what was sent in a Visit Summary:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits’ and choose a visit.
4. Tap the visit to open the summary.
5. Select ‘Send.’
6. Under ‘Status,’ you will see the date, time, and email address of the latest sent summary.
7. If you do not want to resend the Visit Summary, select the back arrow.

To add a photo to a Visit Summary:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits’ and choose a visit.
4. Tap the visit to open the summary.
5. Select ‘Add Photos.’
6. Choose ‘Take Photo’ or ‘Choose From Library.'

NOTE: Deleting photos is not currently supported. Please retake the photo as many times as needed before confirming it in the Visit Summary.

Deleting photos is not currently supported. You can retake a photo as many times you need before confirming it.

To add more photos to a Visit Summary:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits’ and choose a visit.
4. Tap the visit to open the summary.
5. Select ‘Add Photos.’
6. Choose ‘Take Photo’ or ‘Choose From Library.'

To add more photos to a Visit Summary:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits’ and choose a visit.
4. Tap the visit to open the summary.
5. Select ‘Add Photos.’
6. Choose ‘Take Photo’ or ‘Choose From Library.'

To confirm whether a Visit Summary contains a photo:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits’ and choose a visit.
4. If a photo is included, a photo icon will appear next to the visit's date and time.

To add or edit Visit Notes in a Visit Summary:

1. Tap the ‘More’ icon on the bottom right.
2. Select ‘Customers.’
3. Select ‘Visits’ and choose a visit.
4. Tap the visit to open the summary.
5. Tap ‘Visit Notes’ at the bottom of the page.
6. Add new notes or edit existing ones.
7. Tap ‘Save’ to confirm or ‘Cancel’ to discard changes.