The search text box on the top navigation bar in each page helps Users find Customers quickly by searching as you type. Start typing the Customer’s first name, last name, or part of their Billing or Property address and we will match the rest. Once you have selected the appropriate Customer, you will be taken to their Customer Detail page.  

Another way to locate Customers is by clicking on the  ‘Customers’ link on the left side navigation bar.  This will take you to a list of Customers from which you can choose.  Note: This Customer list will only show Customers by Billing Address, which is not always the same as the Property Address(es). 

Here is a video tutorial on basic navigation.