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Search and view customers

Use the Customer page to find an existing customer record, check their contact details, and see the sites attached to their account.

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Before you start

  • You need access to the Servinix portal. Open it in a browser and sign in.
  • Customer records must already exist. To create a new record, see Add a customer.

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Steps

  1. In the left navigation, click Customer.
  2. The customer list opens. By default it shows All customers. Use the tabs at the top of the list to filter by Active or Pending.
  3. To search, type a name, email address, or phone number into the search field. The list updates as you type.
  4. Click a customer row to open the customer record.
  5. Review the General tab for the customer’s contact details:
    • Email
    • Phone
    • Industry (for example, Residential)
    • Status (active or inactive)
    • Type (for example, company)
    • Job count and Site count
    • Billing address (street, unit, city, state, zip code)
  6. Click the Sites tab to see the service locations linked to this customer.

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Result / verify

The customer record is open and displays the correct contact details on the General tab. The Sites tab shows the number of locations matching the SITES (n) label in the tab heading.

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Troubleshooting

Customer does not appear in the list. Check that you are on the correct filter tab — a customer with Pending status does not appear on the Active tab. Try clearing the search field and switching to All. Sites tab shows no locations. The customer may have been created without a service site. See Manage customer sites to add one.