Customers Screen
The Customers Screen allows staff to view and manage all customers in the system. It provides a searchable list, filter options, and quick access to customer details.
Header Section
Page Title
Customers
Description
View your customer list and manage customer records.
Action Icon ☰
May be used to:
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Access settings
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Open additional options
Search Function
Search Bar
Search by customer
Allows users to search by:
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Customer Name
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Phone Number
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Contract Number
Filter Options
Users can filter customers by status:
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All → Shows all customers
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Active → Currently active customers
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Pending → New or pending approval
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Closed → Completed or closed accounts
Customer List
Each item represents a customer.
Example:
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user – 02056087740 · Closed
Information Displayed
Each record shows:
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Customer Name
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Phone Number
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Status
How to Use
View a Customer
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Open the Customers tab
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Browse or search the list
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Tap a customer to view details
Add a Customer
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Tap + Add Customer
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Fill in required fields: Name, Phone, Address, Province → City → Village, NIC/Family Book, Birth Date
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Tap Save
Customer Details Screen
The Customer Details Screen shows detailed information about a selected customer and allows staff to start visits or update records.
Customer Details Section
Displays key information:
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Name → Customer Name
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Phone Number → Contact number
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Address → Unit, Village, City, Province
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Contract Numbers → Linked contracts
Actions
Start Visit
Used to begin a field visit related to the customer.
Used for:
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Customer visits
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Payment follow-ups
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Field verification
How to Use
View Details
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Select a customer from the list
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Review all details
Start Visit
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Tap Start Visit
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Proceed with visit
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Update visit remarks, GPS location, payment status if needed
Navigation
Customers Screen → Select Customer → Customer Details Screen → Start Visit
Add Visit Result Screen
The Visit Result Screen allows staff to record the outcome of a customer visit, including visit details, GPS location, remarks, and status updates.
Visit Details Section
Visited To
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Select where the visit occurred (e.g., Customer Home)
Visit Result
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Choose the result of the visit (e.g., Met Customer, Not Available)
Who Did You Meet
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Auto-filled or manually selected
Location Section
Visited Location
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Enter address manually OR
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Tap GPS icon to auto-fill current location
Tip: Always use GPS if possible for accurate tracking
Remarks Section
Visit Remark
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Free text notes about the visit
(Example: “Customer promised to pay next week”)
Visit Reason Section
Select at least one reason for the visit:
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This Month
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Last Month
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2 Month Delay
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OA / SOA
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Real Estate
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GPS Repair
Special Cases Section (Optional)
Select only if applicable:
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Third Party
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Car Broken
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Customer Arrested / Passed Away
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Seized by Police
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GPS Offline
Additional Options
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Seize the Car → Toggle ON if the vehicle was seized
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Additional Asset Investigation → Toggle ON if required
Payment & GPS Status
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Paid → Select payment status
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GPS Repaired → Yes / No
How to Use
Record Visit
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Tap Start Visit from Customer Details Screen
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Fill all required fields
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Add GPS location and remarks
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Select reasons for visit
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Update special cases and additional options if needed
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Tap Save
Navigation
Customer Details Screen → Start Visit → Visit Result Screen → Save
Add New Customer Screen
The Add New Customer Screen allows staff to create and register a new customer in the system. This information is used for managing customer records, loans, and follow-up activities.
Header Section
Page Title
Add New Customer
Description
Customer Information Form
Users must fill in the following details:
Name
Enter the customer’s full name.
Example:
Phone
Enter the customer’s contact number.
Example:
Enter the customer’s email address (optional if not available).
Example:
Address Unit
Enter the customer’s address or house/unit details.
Province
Select the province from the dropdown list.
City
Select the city based on the chosen province.
Village
Select the village or local area.
Family Book / NIC
Enter the customer’s identification number.
Example:
Birth Date
Select the customer’s date of birth using the date picker.
Example:
Action Button
Save
Tap Save to create the new customer.
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If all required fields are filled correctly, the customer will be added successfully.
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If there are missing or invalid details, the system may show an error.
How to Use
Add a New Customer
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Open the Customers tab
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Tap Add New Customer
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Fill in all required details
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Tap Save
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Customer will be added to the system
Navigation
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