Customers
Overview
Customer records keep account details, related jobs, and billing context organized. Use this section when creating, reviewing, or updating customer information.
Common Tasks
- Find a customer record.
- Review customer-related jobs and billing activity.
- Update customer contact or account details.
Key Concepts
- Customer profiles store the core information your team uses across FieldWRX.
- Related work connects customers to operations, billing, and reports.
- Account details support accurate communication and invoicing.