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Checkpoint: Call customer

Call the customer or someone else on the job directly from the checklist.

Written by Leif T. Rudlang

What the checkpoint looks like

The checkpoint shows Call customer with the name and number of the person you are calling.

Checkpoint with Call customer, name and number

How to use it

  1. Tap Call customer.

    Choose who you want to call

  2. Under Choose who you want to call you see everyone with a number. Tap the phone next to the person you want to call.

  3. Tick off the checkpoint when you have spoken to the customer.

Good to know

  • If the number is missing, you can add it in the drawer. It is saved on the job.

  • Read more about calling in Call the customer from the job.

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