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
- Customer status (Lead, Active, Recent, or Inactive)
- Last visit date and next scheduled visit
- 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, assessment, and cancelled services
- Service details and pricing
- Upcoming appointments
Billing
See the customer’s billing information at a glance:- Current account balance — click the balance to open the full billing history with all charges, credits, and payments
- Card on file — shows saved payment method (if any) and whether auto-charge is active
Notes
View and manage notes about this customer:- Customer-specific notes
- Notes created by your team
- Attached files and photos
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
