Open a customer’s page
- Go to Customers in the sidebar
- Search for the customer by name, phone, or email
- Tap their name to open their page
The top card
The card at the top of the page holds everything you need at a glance. The customer’s status — Lead or Active, or a grey Archived badge once you’ve archived them — sits as a coloured badge beside their name. Below that:- Outstanding balance and Lifetime value — tap the row to open the full billing history
- Billing History — a row of its own that opens the same billing page, for when you want the history rather than the balance
- Next visit — the customer’s next scheduled visit, tappable to open it. If nothing is booked it reads No visit scheduled with a Schedule button beside it
- Phone and email — tap to call, text, or email
- Pays by — how this customer usually pays
- Share customer portal access — sends the customer a link to their own portal
If your role isn’t allowed to see customer contact details or money, those rows are left out of the card — see Roles and permissions.
Which rows open something? On a computer, resting your pointer on a row shades it and turns the cursor into a hand when that row goes somewhere — and a small › arrow on the right edge marks the rows that open a full page. Rows without either are just information.
Contact preference
The phone row carries a small pill showing how the customer likes to be reached. If nobody has set one yet it reads Set preference. Tap it to choose Prefers calls, Prefers text, or No preference.
Pays by
The Pays by row records how this customer normally pays, so whoever is on site knows what to expect. Tap it and pick Cash, Check, Venmo / Zelle / Cash App, Card, or Other.
If your team is connected to Stripe and the customer has a saved card, the row shows Card on file with Stripe automatically — you don’t set that one yourself, and ProBase never shows card details.
Properties
The Properties card lists every location you work at for this customer. Tap a row to open that property’s page. The + button beside the heading adds a new property.
One property vs several. For a customer with a single property, the Notes, Services, and Visits cards all appear on the customer page. For a customer with several, those cards live on each property’s page instead — tap the property you’re interested in.
Notes
The Notes card has a Customer tab and a Property tab, so you can keep general information about the person separate from access details for the location.
Services
The Services card lists every piece of work on the account — jobs, quotes, and assessments — split across two tabs:- Active — jobs currently running, plus draft and sent quotes and assessments
- Inactive — completed and cancelled jobs, quotes that were accepted, declined, or have expired, and assessments that were declined or cancelled
Once a customer accepts the quote tied to an assessment, that assessment drops off both tabs — the resulting job already represents the same work, so showing both would double it up. Draft, sent, and declined assessments stay in the list.
Visits
The Visits card shows individual appointments, with Upcoming (soonest first) and Previous (most recent first) tabs.
Billing
Tap the Outstanding balance row in the top card to open the customer’s full billing history.
If a customer has been archived, their page becomes read-only — the Edit button and the + buttons are removed, but you can still review their full history and billing.