What a customer record contains
Each customer record stores the following information:| Field | Description |
|---|---|
| Name | The customer’s full name |
| Primary email address | |
| Phone | Contact phone number |
| Address | Service address for installations |
| Status | Whether the customer is active or inactive |
| Installations | All installation jobs linked to this customer |
Customer records are created either manually through the portal or automatically when a lead converts. The record stays in your account indefinitely, even after all installations are complete.
Browsing your customers
The Customers page opens in list view by default. Each row shows the customer’s name, email, phone, and address at a glance. A badge on each row indicates how many installations are associated with that customer. The portal also supports a grid (card) view that organizes customers into columns by status, making it easy to see how your customer base breaks down at a glance. You can drag a card from one column to another to update that customer’s status directly from the board.Customer statuses
Every customer record has one of two statuses:Active
The customer has an ongoing relationship with your business — for example, a scheduled or in-progress installation, or a recently completed job.
Inactive
The customer’s engagement has ended or been paused. Inactive records remain fully searchable and can be reactivated at any time.
Searching and filtering
Use the search bar at the top of the Customers page to find any customer by name, email, or phone number. Results update as you type, so you can locate a record without knowing the exact spelling. When you are in list view, you can also apply a status filter to narrow the list to active or inactive customers only. Combine search and filter together to zero in on a specific subset of your customer base.Next steps
Once you have found the customer you are looking for, you can add, edit, or delete records, view full contact details, and review installation history.Add, edit, and manage your customer records
Step-by-step instructions for creating and maintaining customer records