Field agents can view and update customer information directly from the mobile application.
This allows them to:
- View a customer’s contact details
- Edit certain information (address, capacities, custom fields)
- Attach documents
- View past and upcoming jobs
💡 Good to know: This feature can be enabled or disabled at any time from the web interface.
Step 1: Enable access to the customer database
Before your teams can access customer information from their mobile devices, you must enable the option in the web interface.
- Go to the “Settings” module.
- From “Settings” in the side menu, click on “Mobile application.”
- Enable the option “Enable viewing and editing of customers.”
- Click “Save” to apply the changes.
Once this option is activated, your field agents will see a new tab in their mobile application.
Step 2: Access and edit customer information from the mobile application
After activation, your agents can view and update customer information directly from their smartphone.
Here’s how to proceed:
- Open the mobile application.
- Tap the menu icon.
- Select the “Customers” tab.
- Use the search bar to find a customer.
- Select the customer from the list.
- Make the necessary changes.
- Save the changes if required.
What information can be edited?
From the mobile application, the field agent can:
- Edit general information (name, phone number, email).
- Update the customer’s address.
- Modify capacities.
- Complete or edit custom fields.
- Add files (photos, documents).
- View the list of past and upcoming jobs.
In Summary
Access to the customer database from the mobile application allows your field teams to save time and ensure real-time updates of customer information.
By enabling this option in the web interface, you give your agents greater autonomy and improve the reliability of your customer data.
🙋♀️ Need help?
If you would like to learn more about this feature, feel free to contact AntsRoute support by email or via the chat available in the web interface.