How do I manage customers on an iPad?

  • Log in to the Onsight app from an iPad.
  • Tap on ‘Customers’ in the bottom navigation bar.
  • To add a customer, tap on the ‘+’ icon in the top right-hand corner of the screen. Fill in all of the customer’s details in the fields provided. When done, tap ‘Save’ in the the top right-hand corner.
  • To edit an existing customer, tap on a customer’s profile. Make your changes in the fields provided. When done, tap ‘Save’ in the top right-hand corner of the page.

You cannot delete a customer on the iPad app, only in the admin console. Here’s how you manage customers in the admin console. Please note that when you delete a customer, you also delete all associated orders and customer logins along with it.

Here are the fields that you have access to when creating a new customer in the iPad app:

  • Name
  • Allocated To
  • Groups
  • GPS Location
  • Taxable
  • Primary Contact (Name, Email & Phone)
  • Billing Address (Address Line 1 & 2, City, State. Country, Zip/Postal Code, Email
    Address)

  • Shipping Address (Address Line 1 & 2, City, State, Country, Zip/Postal Code)
  • Notes

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