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Checkpoint: Check parties

Check the name, phone number and address of the customer and the other parties on the job.

Written by Leif T. Rudlang

What the checkpoint looks like

The checkpoint shows the customer as registered on the job, with name and phone number. Owner, requester and contact person are shown if they are someone other than the customer.

Checkpoint with owner and requester and Update parties

How to use it

  1. Check the details with the customer. If they are correct, tick off the checkpoint.

  2. If anything is wrong or missing, tap Update parties.

    Check parties with name, address, phone and email
  3. Correct the name, address, phone or email, and tap Save. Tick off the checkpoint.

Good to know

  • With Add requester and Add contact person you add another person to the job.

  • The address is often needed for the invoice, so it pays to get it right.

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