The Customer Module is one of the core features of the Field Service App. It provides field technicians and service teams with quick and easy access to all customer-related information directly from a mobile device or tablet, whether on-site or on the go.

Through this module, it is possible to browse the full list of customers, search for a specific customer, view detailed information such as contact details, sales data, equipment, opening hours, locations, and much more. The module also allows certain customer details to be edited right from the app, ensuring records stay up to date without needing to return to the office or log into the web portal.

This article walks through every aspect of the Customer Module, from how to access it, to what each tab on a customer's profile contains, and which fields can be modified directly from the Field Service App.

The Customer Module is accessible from the main navigation of the Field Service App. To open it:

If the domain has the Workshop feature enabled, only customers belonging to the service area selected at login will appear in the list.

Once the Customer Module is opened, the Customer List page is displayed. This page shows all customers that the logged-in user has access to. Each entry in the list provides a quick snapshot of the customer, including the company image (if available), the company name along with the company type (Legal form), and a second line showing the street address, street number, bus, zip code, city, country, and phone number.

The list is designed to load instantly, making it fast and convenient to browse through customers even when there are many records.

At the top of the Customer List page, there is a search field that allows filtering the customer list. Typing into this field will search across several pieces of information at the same time, including the company code, company name, street, street number, city, and zip code. This makes it easy to find a specific customer even without remembering their exact name, a partial address or zip code will also work.

If no customer matches the search, the screen will display the message: "There is no customer."

Selecting a customer from the list opens the Customer Details page. This page is organised into several tabs, each one focusing on a different category of information. The available tabs are:

By default, the app opens the Overview tab first. The page can be scrolled to view all information within each tab, and switching between tabs is straightforward.

The Overview tab is the main landing section when a customer is selected. It provides the most essential details about the customer and is divided into several sections.

At the top of the Overview tab, the customer's company name is displayed prominently. Directly below it is the full address, which includes the street, street number, additional address line (bus), zip code, city, and country. Next to the address, there is a navigation icon. Tapping this icon opens the device's map application with the customer's address pre-loaded, making it easy to get directions to the customer's location.

Below the name and address section, the contact details are shown. This section includes the customer's phone number, email address, and website. The phone number, website, and email are interactive — tapping the phone number will initiate a call, and tapping the email can open the device's email application and the website will open a link on your browser.

The VAT number and VAT group are also displayed in this section, providing quick access to the customer's tax identification information.

A Tasks button is available in the Overview tab. Tapping this button navigates to the Task List view, which is automatically filtered to show only tasks related to the selected customer. This is particularly useful for quickly checking any open or pending tasks associated with a customer while on-site.

The Sales Information section contains several important business-related fields. These include:

At the bottom of the Overview tab, there is a Notes section. If notes have been recorded for the customer, they will be displayed here. If no notes exist, the section will show "None."

At the bottom of the Overview tab, there is an "Edit Customer" button. Tapping this button opens the Edit Customer page, where specific fields can be modified.

The following fields are editable from the Field Service App:

Certain fields are intentionally locked and cannot be changed from the Field Service App. When in edit mode, these fields will appear greyed out. They include:

After making changes on the Edit Customer page, there are two options:

Save — tapping the Save button validates all the entries. If everything is correct, the system updates the customer record and returns to the Overview tab with the updated information displayed. If any field contains invalid data (for e xample, an improperly formatted email address the app will display an error message, allowing corrections to be made before saving again.

Cancel — tapping Cancel discards all changes and returns to the Overview tab with the original details intact. No data is lost or altered.

The Field Service App supports editing customer details even when there is no internet connection. Changes made while offline are saved locally on the device. Once the app reconnects to the internet, for example, by turning on mobile data or reconnecting to Wi-Fi, the changes can be synchronized with the web portal by performing a sync operation. The sync option is available through the nine-dot menu under "Sync now." After synchronization, all changes made on the app will be reflected on the web portal, and any changes made on the portal will also appear on the app.

If the same customer record is edited multiple times while offline, the most recent set of changes will be the one that is synced when the connection is restored.

The Equipments tab displays all equipment that belongs to the selected customer. The equipment is presented in an expanded tree list format, which means parent and child equipment are displayed in a hierarchy. There is no limit on the number of levels in this hierarchy, equipment can have sub-equipment, which in turn can have their own sub-equipment, and so on.

Each equipment entry in the tree list shows the following details:

Equipment within the same level of the hierarchy is ranked and sorted by its reference, name, and serial number. Tapping on any equipment in the tree list will navigate to the equipment's own detailed Overview screen, where more comprehensive information about that specific piece of equipment can be viewed.

The Contacts tab shows all contacts associated with the selected customer. Each contact entry displays the contact's picture (or a placeholder image if no picture is available), along with their email address, phone number, and mobile phone number. The email address and phone numbers are interactive — tapping an email address opens the email application, and tapping a phone number initiates a call.

Tapping on a contact's picture or name opens a detailed view showing the contact's full name, email, phone, mobile, company, language, title, function, profile, e-shop access status, service desk access status, and login information(email).

A new contact can be created by tapping the "+ add contact" icon in the top right corner and selecting "Contact." The creation form includes fields for customer (company), language, title, first name, last name, phone, mobile, email, function, profile, e-shop access, service desk access, login, and password. When creating a contact from within the customer details, the company field is automatically populated with the current customer.

A contact picture can also be taken by clicking the user icon at the top and using the device camera to take photo or uploaded from the device (choose photo). Once all information has been filled, click save.

Please note that creating contacts requires the appropriate permission to be enabled. If the permission is not active, a message will be displayed explaining that creating contacts is not allowed and suggesting to discuss it with a manager.

To edit a contact, simply tap on the contact's picture or name. The same form used for creation will appear, but the fields will be pre-filled with the existing contact information. Select the "Edit Contact” Button below. Last name and company are required fields when editing. Changes can be saved or cancelled.

Editing contacts also requires the appropriate permission to be enabled. If the permission is not active, the contact details will be shown in view-only mode.

If the permission to archive contacts is enabled, when editing a contact, the edit screen will include an "Archive" button between the Cancel and Save buttons. Tapping Archive will display a confirmation prompt. Selecting "Yes" archives the contact, which removes it from the app and marks it as archived on the web portal. Archived contacts will no longer appear in regular searches.

The Location tab provides a map view showing all locations associated with the selected customer. This gives a clear visual picture of where the customer and their equipment are situated geographically.

Three types of markers (pins) are displayed on the map:

The map automatically zooms to a level that ensures both the customer pin and the current user pin are visible on the screen at the same time, providing a convenient at-a-glance view of the relative distance between the user and the customer.

The Opening Hours tab provides information about when the customer is available for service visits. This tab is divided into two sections: Opening Hours and Customer Events.

The opening hours section displays a grid showing every day of the week (Monday through Sunday), with morning hours (from-to) and afternoon hours (from-to) for each day. This gives a clear picture of the customer's weekly availability.

Opening hours can be set in two ways. The first option is to select a template from a dropdown list, which applies a predefined set of opening hours across the week. The second option is to manually edit the individual time slots for each day by clicking on the time or date in the grid, offering more flexibility for customers with non-standard schedules.

There is also a Remarks text field below the opening hours grid, where additional comments or notes about the customer's availability can be recorded. For example, this could include information about seasonal changes to hours.

The Customer Events section displays a grid listing special events that may affect the customer's availability. Each event entry shows a date range (from-to), a description, and an event type. Only future events (where the start date is today or later) are shown, and they are sorted by start date from nearest to furthest in the future. The bin icon on an event is to delete it and clicking on an event will allow it to go into an edit mode.

Events can be filtered by type using a dropdown selector, making it easy to focus on a specific category of events. New events can be added by tapping the "+" button on the Customer Events section, which allows entering a start date, end date, event type (selected from a dropdown), and a description. It is important to note that events cannot be added with dates in the past, the start date must be today or a future date. Learn more about customer event

The Extra Info tab provides a space for additional information about the customer that does not fit into the other tabs. This information is organized into chapters, and only one chapter is displayed at a time.

Each chapter has a title and contains a series of fields arranged vertically. The fields can be of various types, including simple text inputs, larger text areas, date selectors, checkboxes, radio buttons, numeric fields, dropdown lists, multi-select options, time selectors, file uploads, and even signature fields. Each field shows its label in bold, followed by the input area below it.

Navigation between chapters is done using the arrow buttons at the bottom of the screen. A left arrow takes the view to the previous chapter, and a right arrow moves to the next chapter. These arrows only appear when there are additional chapters to navigate to. Swiping left or right on the screen also works for moving between chapters. Scrolling up and down within a chapter is smooth and responsive, making it easy to work through lengthy sets of fields.