Skip to main content
Set a default customer

Set one of your customers as default

A
Written by Allie Ray
Updated over 6 years ago
  • On the Home screen, tap Customers; on the Customers screen, tap the customer that you want to set as default.

  • Tap Set as Default.

Now when you create an inspection or a work order, the default customer will be automatically preselected.

Tip When you need to create inspections or work orders for other customers, tap Clear next to default customer. 

Did this answer your question?