---
title: "Customers in the Mobile App: View, Edit, and Manage Client Profiles"
url: "https://help.ontraccr.com/en/article/customers-in-the-mobile-app-view-edit-and-manage-client-profiles"
language: "en"
last_updated: "2025-06-08T20:19:03.503Z"
---

# Customers in the Mobile App: View, Edit, and Manage Client Profiles

## **👥 Customers in the Mobile App: View, Edit, and Manage Client Profiles**  
 

### 🧭 **Introduction**

The **Customers** section in the Ontraccr mobile app lets users with permission **view, create, edit, and archive customer records** — along with linked projects, notes, invoices, and contacts.

This guide explains how to use every part of the **Customers tab** from the **More** section of the app, including tabs for linked data like billing and address books.

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## **📍 Where to Access Customers**

1.  Tap **“More”** from the bottom nav bar
2.  Tap **“Customers”**

You’ll see a list of all customers in your workspace (based on your permission level).

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## **🧭 Customer List View**

Each customer row includes:

-   Customer name
-   Quick-access **trash bin icon** (to archive)
-   A **filter icon** at the top-right to narrow your view

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### **🔍 Filtering Customers by Label**

Tap the **filter icon** to sort customers using **custom labels** (e.g., “General Contractor”, “Client - Residential”).

1.  Select a label
2.  Tap **Save (top-right)**
3.  Only customers with that label will appear

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## **➕ Creating a New Customer**

Tap the **“+” icon** (top-right) to create a customer. Requires the **Manage Customers** permission.

### Required Fields (marked with 🔴):

-   Name 🔴
-   Division(s) 🔴
-   Office Phone 🔴
-   Email 🔴

### Optional Fields:

-   Mobile, Fax, Billing Email, Website
-   Office & Billing Address
-   Material Discount (%)
-   Billing Rate (from predefined billing rate tables)
-   General Info

After entering details, tap **Save (top-right)** to add the customer.

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## **📝 Editing a Customer**

1.  Tap the customer name to open their profile
2.  Tap the **pencil icon (top-right)** to enter edit mode
3.  Modify any fields (same screen as creation)
4.  Tap **Save** again to update the customer

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## **📁 Tabs Inside Customer Profile**

When viewing a customer, you’ll see several **tabs at the top**:

### 1\. **Info**

-   View all base fields: names, emails, phones, addresses, material discount, billing rates, etc.

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### 2\. **Projects**

-   See all projects linked to this customer
-   Tap any project to **open its full profile**
-   Use this as a shortcut to manage active jobs for a client

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### 3\. **Notes**

-   Add internal notes related to the customer
-   Tap the note input box and **hit Enter (right-arrow)** to submit
-   Notes **cannot be edited or deleted** after submission

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### 4\. **Billing**

-   Log of **invoice-type forms** sent to the customer
-   Tap to view each invoice (if available)

⚠️ If nothing appears, no invoices have been submitted for this client yet

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### 5\. **Work Orders**

-   View work order forms submitted and tagged to this customer
-   Tap to view details of each one

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### 6\. **Other Forms**

-   Shows **all other form types** submitted and tagged to the customer
-   Functions like a general form log
-   Tap any form to view contents

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### 7\. **Address Book**

-   List of **contacts** linked to the customer
-   Add new contacts via the **\+ icon**
-   Each contact includes:
    -   Name 🔴
    -   Role (optional)
    -   Phone (optional)
    -   Email (optional)

These contacts can be used in downstream forms with **contact dropdowns**.

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## ✅ **Outcome**

The Customers section in the mobile app allows you to:

-   Create or edit full client profiles from the field
-   View linked projects, invoices, forms, and contacts
-   Add and manage multiple points of contact per customer
-   Filter and archive client records as needed