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The HeyZack Partner Portal gives you full control over your customer database. You can add new customers manually, update any field on an existing record, delete customers you no longer need, and drill into a customer’s detail page to see their complete installation history — all from the Customers section.

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Add a new customer

1

Open the Add Customer dialog

On the Customers page, click Add Customer. The dialog opens with a blank form.
2

Fill in the required fields

Complete every required field before saving:
FieldRequiredNotes
Customer nameYesFull name of the customer
EmailYesMust be a valid email address
PhoneYesContact phone number
AddressYesService address for installations
All four fields — name, email, phone, and address — are required. The form will not submit if any of them are blank or if the email address is not in a valid format.
3

Save the record

Click Add Customer to create the record. The new customer appears in your list immediately.

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Edit a customer record

You can edit a customer from the list or from the customer’s detail page. From the list:
1

Find the customer

Use the search bar to locate the customer, or browse the list.
2

Click Edit

Click the Edit button on the customer’s row. The edit dialog opens pre-filled with the current values.
3

Update the fields

Change any combination of name, email, phone, or address.
4

Save your changes

Click Update Customer to apply the changes. The list refreshes with the updated values.
From the detail page: Open the customer’s detail page, then click the Edit button in the top-right corner of the record. The same edit dialog appears. Click Save changes when you are done.

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Delete a customer

Deleting a customer is permanent and cannot be undone. The record, along with its association to any installations, will be removed from your account.
1

Locate the customer

Find the customer in list view or grid view.
2

Click Delete

Click the Delete (trash) icon on the customer’s card or row.
3

Confirm deletion

A confirmation dialog asks you to verify the action. Review the customer’s name, then click Delete to proceed. Click Cancel to go back without making any changes.

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View customer details

Click anywhere on a customer’s row in list view, or click the View button, to open the customer detail page. This page is divided into four tabs:

Details

Full contact information — name, email, phone, and address — plus account metadata including the creation date and last updated date.

Installations

Every installation job linked to this customer, including the job title, current status, scheduled date, and any completion photos uploaded by your handymen.

Timeline

A chronological activity log showing key events across the customer’s lifecycle.

Contact

Quick-access contact actions — view the customer’s phone number or send them an email directly from the portal.

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View a customer’s installation history

Open the customer detail page and select the Installations tab. Each installation entry shows:
  • Title — the name of the installation job
  • Status — the current stage of the installation (for example, Scheduled, Started, or Completed)
  • Scheduled date — when the job is planned
  • Completion photos — thumbnails of photos uploaded at job completion; click any thumbnail to open the full-size image viewer
If a customer has more than two completion photos on a single installation, a +N button appears next to the thumbnails. Click it to open the photo viewer and browse all images.

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Customer statuses

A customer’s status reflects their current relationship with your business:
StatusMeaning
ActiveThe customer has an open or recently completed engagement. New customers are set to active by default.
InactiveThe customer’s engagement has ended or been paused. Inactive records remain in your database and can be searched or reactivated.
In grid view, you can drag a customer card from the Active column to the Inactive column (or vice versa) to update their status without opening the edit dialog.

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Search and pagination

The search bar on the Customers page matches against name, email, and phone number simultaneously. Filtered results respect the current status filter if one is applied. The list displays 10 customers per page. Use the Previous and Next buttons — or click a specific page number — to move through the full dataset. If you search or change filters while on a later page, the view resets to page 1 so you always see the most relevant results first.