How can an HVAC business manage its customers in the Cielo PRO app?

The Cielo PRO app provides a centralized Customer Dashboard that gives you a complete view of your client base.

• View every customer along with their installation history.
• Quickly find any customer using the search bar.
• Add new customers.

This streamlined view helps you stay organized and manage installations efficiently.

Here’s how to add a customer in the Cielo PRO app: 

Step 1: On the homescreen, go to the ‘Customers’ tab in the navigation bar. 

Step 2: Tap ‘Create new customer’. 

Step 3: Add customer details and assign a Pro. Tap ‘Continue’. 

Step 4: You can check the added customer in the ‘Customers’ tab. 

Customer Profile & Service History 

Simply select a customer from the list to access their detailed installation information, including:

• Device ID: The unique identifier for each installed thermostat.
• Installed By: Shows the name of the Pro who installed the thermostat. 
• Installed On: The date the device was installed.
• Location: The address or site where the device was installed.

This allows you to quickly review installation history and monitor device status from one centralized place.

[[related:38821072788119,38679284548503]]