View a customer’s profile
- Go to Customers in the sidebar
- Search for the customer by name, phone, or email
- Click on their name to open their page
What you can see
Customer details
The top card shows your customer’s contact details and account status at a glance:- Phone number and email address
- Customer status (Lead, Active, Recent, or Inactive)
- Current account balance (click to open full billing history)
- Card on file (saved payment method, if any)
Properties
See all properties associated with this customer:- Property addresses
- Services active at each property
- Property-specific notes
Services
View all services for this customer:- Active, assessment, and cancelled services
- Service details and pricing
- Upcoming appointments
Billing
Click the balance amount shown in the top card to open the customer’s full billing history. A Billing History link row also appears below the services section as a second way to reach the same page.
Notes
Customer notes are accessed through the Edit modal. Click the Edit button on the customer page to open the edit modal, where you can view all notes and add new ones. Notes can include text, formatting, and file attachments. See Adding notes for details on creating and managing notes.Recent activity
See recent and upcoming appointments for this customer:- Recently completed appointments (last 30 days)
- Upcoming scheduled appointments
- Service name and property address for each appointment
- Appointment status (Completed, Scheduled, etc.)
- Quick access to view appointment details
