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.

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