Customers on Phone
In the dedicated mobile shell (/m), staff can open the company customer directory, search contacts, and tap through to call, email, or WhatsApp — without leaving the phone flow.
Open Customers
- On your phone, open the mobile shell at /m (for example
yourshop.expedite.business/m). - Tap More on the bottom bar (Home / Jobs / More stay on the bar).
- Under Directory, tap Customers — or open
/m/customersdirectly.
Find a customer
- List — active customers for your company (same directory idea as desktop Contacts).
- Search — name, phone, or email (also matches contact person / company when set).
- Tap a card — opens that customer’s detail.
- Refresh — use the refresh button if the list looks stale.
Empty list shows No customers found (try clearing search). Load errors show Couldn’t load customers with Retry.
Customer detail
Detail shows a short summary (name, type, phone, email, address, and company fields when present).
- Call — tap the phone number (
tel:link). - Email — tap the email (
mailto:link) when set. - WhatsApp — full-width button when a phone number exists.
- Back — use the Customers back link to return to the list.
Desktop Contacts unchanged
Adding or editing contacts, and the full Contacts screen, stay on the computer (or classic desktop Customers). The
/m directory is for quick lookup and reach-out from the floor.
Need Jobs, invoices, or intake?
Use Jobs on phone for the repair queue. From More you can also open Invoices on phone and Quotations on phone. New intakes still start from classic Create a jobsheet.
Related
- Phone navigation
- Jobs on phone
- Invoices on phone
- Quotations on phone
- Create a jobsheet
- Create your first jobsheet
- Create your account
Last updated: 15 September 2026