The Header Stats
At the very top of the profile, you get a quick financial summary:
Customer Name: The full name of the customer.
Lifetime Value: Total amount billed to this client to date.
Customer Persona: The Type of the customer.
Phone and Email: Contact information of the customer.
Balance Due: Any outstanding payments currently owed.
Notification Status: Whether the Send Notification toggle for this customer is turned on/off.
Understanding the Tabs
You’ll find seven tabs across the top of the page to navigate different data sets:
Assessments: All past and active assessments.
Quotes: Estimates shared with the customer.
Jobs: All past and active service jobs.
Invoices: Full billing record and the ability to bulk pay invoices.
Warranty Plans: Active or expired warranties.
Service Plans: Ongoing maintenance contracts.
Photos & Docs: Uploaded files and pictures.
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.