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: Access settings Open additional options Search Function Search Bar Search by customer Allows users to search by: Customer Name Phone Number Contract Number Filter Options Users can filter customers by status: All → Shows all customers Active → Currently active customers Pending → New or pending approval Closed → Completed or closed accounts Customer List Each item represents a customer. Example: user  – 02056087740 · Closed Information Displayed Each record shows: Customer Name Phone Number Status How to Use View a Customer Open the Customers tab Browse or search the list Tap a customer to view details Add a Customer Tap + Add Customer Fill in required fields: Name, Phone, Address, Province → City → Village, NIC/Family Book, Birth Date 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: Name → Customer Name Phone Number → Contact number Address → Unit, Village, City, Province Contract Numbers → Linked contracts Actions Start Visit Used to begin a field visit related to the customer. Used for: Customer visits Payment follow-ups Field verification How to Use View Details Select a customer from the list Review all details Start Visit Tap Start Visit Proceed with visit 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 Select where the visit occurred (e.g., Customer Home) Visit Result Choose the result of the visit (e.g., Met Customer, Not Available) Who Did You Meet Auto-filled or manually selected Location Section Visited Location Enter address manually OR Tap GPS icon to auto-fill current location Tip: Always use GPS if possible for accurate tracking Remarks Section Visit Remark Free text notes about the visit (Example: “Customer promised to pay next week”) Visit Reason Section Select at least one reason for the visit: This Month Last Month 2 Month Delay OA / SOA Real Estate GPS Repair Special Cases Section (Optional) Select only if applicable: Third Party Car Broken Customer Arrested / Passed Away Seized by Police GPS Offline Additional Options Seize the Car → Toggle ON if the vehicle was seized Additional Asset Investigation → Toggle ON if required Payment & GPS Status Paid → Select payment status GPS Repaired → Yes / No How to Use Record Visit Tap Start Visit from Customer Details Screen Fill all required fields Add GPS location and remarks Select reasons for visit Update special cases and additional options if needed 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 Create a new customer Customer Information Form Users must fill in the following details: Name Enter the customer’s full name. Example: John Silva Phone Enter the customer’s contact number. Example: 0771234567 Email Enter the customer’s email address (optional if not available). Example: john@email.com 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: 199812345678 Birth Date Select the customer’s date of birth using the date picker. Example: Mar 19, 2026 Action Button Save Tap Save to create the new customer. If all required fields are filled correctly, the customer will be added successfully. If there are missing or invalid details, the system may show an error. How to Use Add a New Customer Open the Customers tab Tap Add New Customer Fill in all required details Tap Save Customer will be added to the system Navigation Customers → Add New Customer → Save