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How Can I Quickly Access and Manage All Customer Information in Dusk FSM?

## 👥 How Can I Quickly Access and Manage All Customer Information in Dusk FSM?

The **Customer module** in Dusk FSM provides a centralized, tab-based interface to **view, manage, and act on everything related to a customer**—from contact details and job history to assets, contracts, and inventory.

To begin, navigate to:

> **Operations → Customers**
> *(or use the shortcut sidebar icon if the menu is collapsed)*

Once you select or create a customer, a full set of **horizontal tabs** will appear, giving you quick access to customer-specific data.

![Customer Screen Overview](https://help.duskmobile.com/uploads/markdown/20250204-191626-293.png)

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### 📇 Customer

This is the **main administrative screen**, showing:

* Contact information
* Billing details
* Assigned account owner
* Communication records

> 💡 The addresses shown here are linked and maintained via the **Addresses** tab.

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### 💡 Tips and Tricks

Store useful, contextual information that both office-based and field-based staff can access. Examples include:

* Gate access codes
* Where to pick up or return keys
* Safety instructions or unique customer procedures

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### 🧰 Jobs

A **prefiltered list of all Jobs** related to this customer. This enables faster filtering for:

* Job history
* Active work orders
* Recurring or project-based jobs

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### 📍 Addresses

Maintain and manage all relevant addresses for the customer, including:

* **Billing Address**
* **Head Office**
* **Job Site Locations**
* **Warehouse or Delivery Points**

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### 🏗️ Assets

If your customer has equipment or infrastructure you manage—such as:

* Utility poles
* HVAC units
* Valves or meters
  You’ll find them here.

Each asset includes job history and can have **new jobs created directly** from this screen.

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### 📦 Inventory

View and manage **customer-specific inventory** that your team is responsible for. This is ideal for:

* Stocked parts
* Replacement items
* Serialized inventory linked to jobs or assets

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### 📑 Sales Orders

Find all **financial documents** associated with the customer:

* **Quotes**
* **Invoices**
* **Purchase Orders**
* **Request for Quotations (RFQs)**

Everything is filtered by customer, so you have a complete commercial history in one view.

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### 📄 Service Contracts

Manage all **active and historical service contracts** for your customer. From this tab, you can also:

* Create new service contracts
* View contract terms, renewal dates, and scope
* Link contracts to assets, jobs, or recurring schedules

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### 🔗 Related Articles

* [How to Create a Job in Dusk FSM](https://help.duskmobile.com/article/1.-Getting-Started-with-Dusk-FSM/How-to-Create-Your-First-Field-Job-in-Dusk-FSM)
* [How to Create a Service Contract in Dusk FSM](https://help.duskmobile.com/article/Customers/How-to-Create-and-Send-Service-Level-Agreements-or-SLAs-in-Dusk-FSM)

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## ✅ Summary

| Tab                   | What It Shows                          |
| --------------------- | -------------------------------------- |
| **Customer**          | Core profile, billing & contact info   |
| **Tips and Tricks**   | Helpful site-specific notes            |
| **Jobs**              | Prefiltered job list                   |
| **Addresses**         | Manage billing, head office, site info |
| **Assets**            | View or act on customer assets         |
| **Inventory**         | Linked items you store for them        |
| **Sales Orders**      | Quotes, Invoices, POs, RFQs            |
| **Service Contracts** | Full contract management tab           |

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Updated on August 21, 2025

How Can I Quickly Access and Manage All Customer Information in Dusk FSM?

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