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
View and edit:- Name and contact information
- Phone number and email
- Current account balance
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, quoted, and cancelled services
- Service details and pricing
- Upcoming appointments
Billing
See the customer’s billing information:- Current account balance
- Recent billing line items (charges and credits)
- Invoice link for sharing with the customer
Notes
View and manage notes about this customer:- Customer-specific notes
- Notes created by your team
- Attached files and photos