The Customer Profile page is your one-stop place to view and manage everything about a customer, from their contact details and jobs to invoices, warranties, and uploaded documents.
It’s designed to help your team stay organized, view past interactions, and make quick updates whenever needed.
1. Accessing the Customer Profile
Log in to your WIZniche account.
From the left-hand sidebar, click Customers.
From the Customer row actions, click on View Customer.
You’ll be taken to that customer’s profile page, showing their key details at the top.
2. What You’ll See at the Top
Each profile header gives you a quick summary:
Customer Name – The full name of the customer
Lifetime Value – Total amount billed to date
Balance Due – Outstanding balance
Edit Button (top right) – Click this to make changes to the customer’s information
3. Tabs in the Customer Profile
You’ll find seven tabs across the top of the page:
Profile – Contact details, addresses, notes, tags, and properties
Jobs – All past and active jobs
Quotes – Estimates shared with the customer
Invoice History – Full billing record
Warranty Plans – Active or expired warranties
Service Plans – Ongoing maintenance or service contracts
Photos & Docs – Uploaded files, pictures, or documents
4. Profile Tab Overview
This is the main section for contact and address information.
Contact Details
Name, Email, and Phone numbers appear here.
Click on an email address to send an email, or tap a phone number to call directly.
You’ll also see the customer Notifications status, use it to see if the customer notifications are on or off.
Notes, Tags, and Attachments
These sections help you track extra details about the customer.
When you click Edit, you can:
Add notes (like “Requested AC maintenance every 6 months”)
Assign tags (e.g., VIP, Repeat Customer)
Upload relevant attachments (like agreements or ID photos)
Properties
Lists all linked customer properties.
Includes address, year built, and building details.
Use the pagination at the bottom to view more if the customer has several properties.
5. Editing a Customer Profile
To make changes:
Click the Edit button in the top right corner.
A side panel titled Edit Customer will open.
Update the fields as needed, for example:
First/Last Name
Customer Type (Homeowner, Business, Buyer, etc.)
Tags and Notifications
Contact details and addresses
Click Save when you’re done.
You’ll see a success message: “Profile updated successfully.”
Tip: Required fields are marked with a red asterisk (*). If you see an error, check that all mandatory fields are filled correctly.
6. Jobs, Quotes, and Invoices Tabs
Each of these tabs shows detailed records related to the customer’s transactions:
Jobs Tab: Lists all service jobs with columns for date, amount, status, and assigned employee.
Quotes Tab: Displays sent estimates with quick filters and export options.
Invoice History: Shows all invoices, their payment status, and applied payments.
Each table supports:
Sorting by clicking on headers
Export to PDF or Excel
Searching by date, tag, or service type
7. Warranty & Service Plans Tabs
Warranty Plans: Shows any active or expired warranties linked to this customer’s jobs or quotes.
Service Plans: Displays any service plans linked to this customer’s jobs or quotes.
8. Photos & Docs Tab
Upload, organize, or download documents and photos related to the customer.
Use the Search bar to find files quickly.
Apply date filters like Today, This Week, Last Month, or a Custom Range.
To upload new files, drag and drop them into the upload box or click Browse.
9. Adding or Managing Notes, Tags, and Files
When editing a profile:
Notes – Add any custom reminders or internal updates.
Tags – Categorize customers (for example: High Priority, Facebook Lead).
Attachments – Upload relevant files (PDF, JPEG, PNG – up to 5MB each).
10. Exporting & Printing
In Jobs, Quotes, and Invoice tabs, you’ll find export options on the top-right corner:
Print – Creates a printer-friendly version of the table.
Export – Downloads data as PDF or Excel.
11. Roles & Permissions
Depending on your role:
Admins Roles with Valid Permissions – Can view and edit all customers.
Operators/Technicians – Can view and add notes or documents but cannot edit customer details.
12. Troubleshooting
Issue | What to Do |
Can’t edit a customer | Check if you have edit permissions or if another user is editing at the same time. |
Error while saving | Make sure all required fields (marked *) are filled and valid. |
Missing customer data | Refresh the page or check your filters. |
Upload not working | Ensure the file is under 5MB and in PDF/JPEG/PNG format. |
13. Quick Recap
Here’s what you can do inside the Customer Profile:
View complete customer details
Edit and update contact or address information
Track all jobs, quotes, and invoices
Manage warranty and service plans
Upload and organize photos or documents
Export or print customer records
Everything updates instantly, so your customer data always stays accurate and accessible.
Need more help?
Reach out anytime through the in-app Chat (bottom-right corner) or email us at [email protected] — our team will gladly assist you.