The Customer Record
Open any customer (click a card on the Customers screen) to see everything about them in one place — jobs, invoices, quotes, contact history, and their property details.
Header
Across the top:
- Name + a Status pill (New, Active, VIP, Inactive, Overdue)
- Customer since date
- Edit button — switch the record into edit mode
- Trash icon — delete the customer (with confirmation)
Summary cards
Three at-a-glance stats:
- Lifetime Value — total billed to this customer
- Total Jobs
- Active Jobs — jobs not yet complete or paid
Tabs
- Overview — contact info, property & access, next follow-up, notes
- Timeline — a full activity feed (Business plan; see Customer History & Timeline)
- Service History — every job, with status, scheduled date, and amount; New Job button
- Invoices — grouped into Past Due, New, and Paid, with balances; New Invoice button
- Quotes — every quote with status and totals; New Quote button
- Contact History — logged calls, emails, texts, meetings, and notes
Overview tab
- Contact Information — phone, email, address, plus Referral source and Referred-by
- Property & Access — Property Details and Access Notes (both encrypted; see Secure Notes)
- Next Follow-up — shown if set, flagged Overdue when past due
- Notes — your free-form internal notes
Editing
Click Edit in the header. An "Editing customer details" banner appears with Cancel and Save Changes. You can edit name, contact, address, Property Details, Notes, and Status. Save to commit.
Logging contact
On the Contact History tab, click Add Note. Pick a type — Call, Email, Text, Meeting, or Note — write the details, and Save. Entries are timestamped; hover one and click the trash icon to remove it.
FAQ
Where do I add Access Notes (gate codes etc.)? On the Edit view's Property & Notes section, or the New Customer form. They're encrypted at rest.
Are my notes visible to the customer? No. Notes and Contact History are internal only.
Why is the Timeline tab locked? The full activity Timeline is a Business-plan feature. Service History, Invoices, Quotes, and Contact History are always available.