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The Customer Center is one of the main “Centers” which you can see at the top of your screen. Since these Centers are controlled by permissions, you may not be able to see this particular Center from all profiles. If you are missing one of these options, please contact your office administrator.
You have the option of viewing “All” Customers, “My” Customers, or “My Team’s” Customers, depending on the permissions and roles that you are given.
Most of the windows in Smart Service Cloud have a plus symbol at the bottom right-hand corner where you can create new customers, work orders, etc. If you click the plus symbol shown under the big red arrow below, you can get started on creating a new customer.
If you’re new to Smart Service Cloud and are using QuickBooks Online, your Implementation Specialist can import your customer data from QuickBooks Online for you during your first training class.
When you create a new customer, there will be some fields that say “Required”, as shown. These fields must be filled out in order to save this new customer record. You can learn more below.
Click the magnifying glass at the top right-hand corner of the screen to use the search feature. If the criteria you’re searching for is entered somewhere on a customer, you can find it with this search function.
Smart Service Cloud has many advanced search features.
There are a lot of options when you create a customer, not all of them are you likely to use. If you feel that the customer screen displays “too much” data, you can use the “Remove Fields” option shown on the left to remove excess fields from your view.
