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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:

  • Dushan Nawoda – 0712345678 · Active

  • Khampheng Seng – 02056087740 · Closed

Information Displayed
Each record shows:

  • Customer Name

  • Phone Number

  • Status

How to Use

View a Customer

  1. Open the Customers tab

  2. Browse or search the list

  3. Tap a customer to view details

Add a Customer

  1. Tap + Add Customer

  2. Fill in required fields: Name, Phone, Address, Province → City → Village, NIC/Family Book, Birth Date

  3. Tap Save

 Customer Details Screen

Overview

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

  1. Select a customer from the list

  2. Review all details

Start Visit

  1. Tap Start Visit

  2. Proceed with visit

  3. Update visit remarks, GPS location, payment status if needed

Navigation

Customers Screen → Select Customer → Customer Details Screen → Start Visit

Visit Result Screen

Overview

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

  1. Tap Start Visit from Customer Details Screen

  2. Fill all required fields

  3. Add GPS location and remarks

  4. Select reasons for visit

  5. Update special cases and additional options if needed

  6. Tap Save

Navigation

Customer Details Screen → Start Visit → Visit Result Screen → Save

Tips for Users

  • Always record accurate phone numbers

  • Use GPS when visiting

  • Add clear remarks for tracking

  • Select the correct “Visited For” reason

  • Always tap Save before leaving the screen

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