One View of the Customer
The customer record brings everything you know about a customer into one place: their contact and company details, profile image, value and activity summaries, and every related lead, quote, job, invoice, appointment and property.
Tabs
The record is organised into tabs so you can move between the customer's invoices, appointments, messages and communications, notes, attachments and questionnaires.
Activity Timeline
The activity timeline shows a chronological history of everything that has happened for the customer. Each entry shows the customer's avatar or initials, and source links take you to the record where the activity was created.
Aggregated Notes, Messages and Attachments
Notes, messages and attachments created on related records - such as a quote or a job - are also surfaced on the customer, so you can see everything in one place without opening each record.
Creating Records from a Customer
From a customer record you can create a lead, quote, job or invoice directly, and the new record is pre-linked to that customer. You can also add customers directly from customer selection fields elsewhere in the app.
Avatars and Initials
Where a customer has no profile image, their initials are shown as an avatar. The same avatar appears throughout the system and on activity entries.