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Create a customer record from the Customers tab or during a new service order or product sale.

How to Add a New Customer in the Employee App

Find a customer by name, phone number, or email with Omnisearch during order creation.

How to Use Omnisearch to Find a Customer

Update a customer's name, phone, or email from either the Employee App tablet or Business Manager.

How to View and Edit Customer Contact Information

View, add, and update customer payment methods from the Employee App, which requires a feature flag from your Customer Success Manager.

How to Manage Customer Payment Methods in the Employee App

Open Order History from the tablet 3-line menu to review past service and product orders.

How to View Order History in the Employee App

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Find customers, manage their details and payment methods, and look up past orders.

Customers & Order History

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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