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Contact a customer from the app

From the Servinix mobile app you can call, text, or email a customer directly from the job detail screen without leaving the app. The app opens your device’s native phone dialler, SMS app, or email client.

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Before you start

  • You need the Servinix Go mobile app installed and signed in.
  • The customer record must have a phone number saved for the Call and Text actions, and an email address for the Email action.
  • Ensure your device has a calling app, SMS app, or email app registered. If none is registered, the app will show an error for that contact type.

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Steps

  1. Open the Servinix Go app.
  2. Navigate to the job that is linked to the customer you want to contact. In the Schedule or Jobs tab, tap the job.
  3. On the job detail screen, tap the Info tab.
  4. Scroll to the Customer & site section. The customer’s name and address are shown.
  5. Tap the contact button for the action you want:
    • Call — opens your device’s phone dialler pre-filled with the customer’s phone number.
    • Text — opens your device’s SMS app pre-filled with the customer’s phone number.
    • Email — opens your device’s email client pre-filled with the customer’s email address.
  6. Complete the call, text, or email using your device’s app. Return to Servinix when done.

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Result / verify

Your device’s native dialler, SMS app, or email client opens with the customer’s contact information pre-filled. After the call or message, you return to the Servinix app automatically when you close the native app.

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Troubleshooting

Call, Text, or Email button does not appear. Check that the customer record has the relevant contact detail saved. If the customer has no phone number, the Call and Text buttons do not appear. If the customer has no email address, the Email button does not appear. Update the customer record in the portal to add the missing detail. “Call unavailable” / “SMS unavailable” / “Email unavailable” alert. Your device has no app registered to handle that type of link. Install or configure a phone, SMS, or email app on your device, then try again.