Mobile Customer

1. Sign onto the EverLogic Mobile App at apps.everlogic.com

• • Dealer Name
  • EverLogic User
  • Password

2. Click Login

3. Click the Customers Icon  

• SEARCH:  Search for existing Customers in EverLogic by Customer Name, Phone Number, email or any combination of these three.  

NOTE:  Updates can be made to change or add information to the Customer Record.  Key the updates and click Update.

• NEW:  Click New to add Customer Information. Key specifics and click Save.

NOTE:  All Customers added or adjusted in Mobile App will be added / adjusted in EverLogic Desktop.

For additional help using the EverLogic Mobile App as a Sales Rep, check out the video below:

Related Articles: 

Adding a New Customer

Customer Alerts

Customer Association "Co-Customer"

Deleting a Customer

How to Locate / Re-activate a Deleted Customer

Merge Customer Records

Create Customer Prospecting Statuses

Using Customer Prospecting Statuses

Customer Time Zone

Moving a Deposit Between Customer Accounts

Update Customer's Address Zip Code, using the "plus-four code"

Customer Follow-Up

Customer Follow-Up Reminders Set-up

Changing Customer Prospecting Statuses Follow-up Timelines

Employee Setup and Permissions

EverLogic Mobile App Permissions

Employee Access & Authority Defined

Manager Changes to Employee Passwords

Changing Your Password

Employee Email Setup

Edit user MFA (multi-factor authentication) information

EverLogic Mobile App License FAQs

How do I download the EverLogic Mobile App?

Mobile Customer

Mobile Sales Quote

EverLogic Mobile App for Technicians

Adding Jobs in the Mobile App for Technicians

For additional help using the EverLogic Mobile App as a Sales Rep, check out the video below: