> ## Documentation Index > Fetch the complete documentation index at: https://docs.probaseapp.com/llms.txt > Use this file to discover all available pages before exploring further. # Understanding customer status > Track customer engagement with automatic status indicators ## What is customer status? Every customer in Probase has an automatic status that shows their current relationship with your business. The status updates automatically based on their services and appointment history, helping you quickly identify which customers are active, need attention, or are potential leads. ## Customer status types Probase assigns one of four status types to each customer: ### Lead (Amber) Potential customers who haven't started service yet. **What it means:** * Customer has no properties, OR * Customer has properties but no services, OR * Customer only has assessment-type services (in any status) — and no active job or recent completed work * Interested in your services but hasn't committed to ongoing work yet **Common scenarios:** * New inquiry that came in through your contact form * Property added but no services set up yet * A quote (assessment) created but not yet accepted into an active job * Customer considering your proposal ### Active (Green) Customers with at least one active service. **What it means:** * Customer has at least one service with "active" status * These are your current paying customers with ongoing services * They have confirmed work, not just quotes **Common scenarios:** * Weekly lawn care customer with an active ongoing service * Pool cleaning customer with active maintenance contract * Any customer with confirmed active work ### Recent (Blue) Customers who had work done recently but no active services. **What it means:** * Customer had a completed appointment within the last 30 days * They don't have any active services currently * Good candidates for follow-up, rebooking, or converting to ongoing service **Common scenarios:** * One-time job that was completed in the past 30 days * Service that was cancelled but work was done recently * Customer who had work done recently but isn't on an active plan ### Inactive (Red) Past customers with no active services and no recent activity. **What it means:** * Past customer who hasn't had work done in over 30 days * Has services in the system but they're all cancelled or completed * Good candidates for win-back campaigns **Common scenarios:** * Seasonal customer who paused service * Cancelled service with no work in over 30 days * Past customer who stopped using your services ## How status is calculated Probase automatically calculates customer status by checking these conditions in order and using the first one that matches: 1. **Lead** - The customer has no properties, or has properties but no services 2. **Active** - The customer has at least one active job 3. **Recent** - The customer has a completed appointment within the last 30 days (but no active job) 4. **Lead** - The customer only has assessment-type services (and no active job or recent completed work) 5. **Inactive** - The customer has services but none of the above apply (no active job, no recent completed work, and no assessment services) Because the checks run in order, a customer with both an assessment service **and** a completed appointment in the last 30 days is shown as **Recent**, not Lead. The status is recalculated automatically whenever: * A customer is created * A service is created, updated, or cancelled * An appointment is completed, rescheduled, or cancelled ## Viewing customer status ### On the customer list When you view your customer list (**Customers** in the sidebar), each customer shows: * Status badge with color indicator (e.g., "Active" with green dot) * Last Job date (when the most recent appointment was completed) * Next Job date (when the next appointment is scheduled) You can filter the customer list by status using the **All Statuses** dropdown. Select one or more statuses to narrow the list — for example, select both **Lead** and **Inactive** to see all customers who aren't currently active. The list updates instantly as you make selections. Clear all selections to return to the full list. Status only applies to active customers. If you've [archived](/customers/archiving-customers) a customer, they're hidden from this list by default and show an **Archived** badge in place of a status when you select the **Archived** option in the status filter. ### On the customer detail page The customer status appears at the top of the customer detail page with the colored badge indicator. ## Status change examples ### Lead → Active When you accept a quote and start service: 1. Customer has a quote (status: Lead) 2. You accept the quote, converting it to an active job and scheduling the first appointment 3. Status automatically changes to Active ### Active → Recent When all active services end: 1. Customer has active services (status: Active) 2. All active services are cancelled or completed 3. If they had an appointment in the last 30 days, status changes to Recent 4. If no recent appointments (>30 days), status changes to Inactive ### Recent → Inactive When a recent customer hasn't had work done in over 30 days: 1. Customer had a one-time job completed 28 days ago (status: Recent) 2. Time passes and it's been 31 days since the appointment 3. Status automatically changes to Inactive on next recalculation ## Using status to manage your business ### Focus on leads Filter by "Lead" status to see all pending quotes and follow up with potential customers. Leads who reached out through your [contact form](/customers/contact-form) also land here automatically, ready for you to follow up. ### Check on inactive customers Filter by "Inactive" to find past customers who might need service again. Reach out to see if they're ready to resume work. ### Monitor active customers Filter by "Active" to see your current customer base and ensure all active services have appointments scheduled. ### Follow up with recent customers Filter by "Recent" to find customers who just had work done. Perfect for requesting reviews, offering additional services, or checking satisfaction. ## Last and next job dates In addition to status, Probase tracks: * **Last Job date** - Timestamp of the most recent completed appointment for this customer * **Next Job date** - Timestamp of the next scheduled appointment for this customer These dates appear on the customer list and help you see: * When you last visited the customer * When you're scheduled to visit next * Customers who haven't been visited recently * Upcoming appointments requiring preparation The dates are displayed in a short format like "Feb 4" or "Feb 12" for easy scanning. ## Next steps * [View customer information](/customers/customer-history) to see full details and history * [Add new customers](/customers/adding-customers) to your business * [Create jobs](/getting-started/creating-jobs) to set up services for customers * [Manage your service catalog](/getting-started/service-catalog) to create assessment and job templates