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Manage Customers
Jobber accounts can view their customers’ assets in addition to their own internal assets. This allows a jobber to stay informed about their customers’ Tanks, Sites, and Hardware. A jobber does not have the ability to edit their customers assets from within their jobber account.
To view customer assets from within a jobber account:
- Go to Manage and click on the Internal dropdown
- Select Customers
- Go to Manage and click on the Internal dropdown
- Select Customers, then click Customers just below it
- On the right-hand side, click Add New Customer