> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Search and view customers

> Find a customer record in Servinix by name, email, or phone, and view their general info, service sites, jobs, invoices, and conversation history.

# 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.

## 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](/field-service-management/customers/add-a-customer).

## 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.

## 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.

## 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](/field-service-management/customers/manage-customer-sites) to add one.

## Related

* [Add a customer](/field-service-management/customers/add-a-customer)
* [Manage customer sites](/field-service-management/customers/manage-customer-sites)
* [Contact a customer from the app](/field-service-management/customers/customer-contact-actions)
* [Inbox overview](/field-service-management/communications/inbox-overview)