{
  "product": "Quikpair",
  "module": {
    "slug": "customers",
    "title": "Customers"
  },
  "task": {
    "slug": "find",
    "title": "Find a customer",
    "question": "How to find a customer in Quikpair"
  },
  "url": "https://www.quikpair.com/how-to-use/customers/find/",
  "summary": "Get to the right record, or pull out a group of them.",
  "steps": [
    {
      "n": 1,
      "instruction": "Open Customers and type a name, phone or email into the search box. Nearby customers sorts by who is closest, and needs location access.",
      "controls": [
        "Nearby customers"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/find-flow-1-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/find-flow-1-mobile.webp"
      }
    },
    {
      "n": 2,
      "instruction": "Use the tabs for a quick cut by type — All, Business or Direct."
    },
    {
      "n": 3,
      "instruction": "The chips beside them cut by payment — Pending or Paid."
    },
    {
      "n": 4,
      "instruction": "Tap the filter button for Filter Customers: customer type, payment status, and a Minimum pending amount with a Pending Amount To.",
      "controls": [
        "Apply Filters"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/find-flow-2-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/find-flow-2-mobile.webp"
      }
    },
    {
      "n": 5,
      "instruction": "Apply Filters. The chips under the search box show what is on, and Clear All resets them.",
      "controls": [
        "Apply Filters"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/find-flow-2-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/find-flow-2-mobile.webp"
      }
    }
  ],
  "notes": [
    "Pending with an amount range is how you find the debts worth chasing — everyone owing more than a figure you set.",
    "Direct means an individual; Business means a company, billed under its business name."
  ]
}
