Product Modules
View customer records and installation history
How to open customer records, review full contact details, inspect timelines, and track installation history.
Use the Customers section to open existing customer records and review everything linked to each account, including contact information, activity timeline, and installation history.
Open a customer record
Go to Customers
Open Customers from the left sidebar.
Find the customer
Use search, status filters, or pagination to locate the record you need.
Open details
Click the row (or View) to open the full customer detail page.
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.
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
Tip
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.
Customer statuses
A customer's status reflects their current relationship with your business:
| Status | Meaning |
|---|---|
| Active | The customer has an open or recently completed engagement. |
| Inactive | The customer's engagement has ended or been paused. Inactive records remain in your database and can be searched or reactivated. |
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.