Customers

A customer is a person or business you sell or install for. The list is at sidebar → Customers (/customers).

Common tasks

• Browse the customer list
• Create a customer
• Add a contact
• Add an address
• Archive a customer

Browse the customer list

Sidebar → Customers. Each row shows Name, Type, Status, Account (the customer's account code), and Updated. The primary contact's phone and the default service-address city sit on a sub-line under the customer's name when present, so two records sharing a display name still read apart at a glance. Click a row to open the detail page.

The search box at the top searches the customer's display name plus their contacts' first names, last names, emails, phones, and mobiles, and the city on any saved address. Status chips filter by Lead / Prospect / Active / Inactive / Archived.

Create a customer

1. Click New customer.
2. Fill in Display name (required). Pick a Type (Residential or Commercial) and a Status (defaults to Lead).
3. Click Create.

The new customer's detail page opens.

Free plan cap. When a Free shop hits 25 active customers, the New customer button disables and a banner offers to upgrade. Archived customers don't count toward the cap, so archiving one re-enables the button. See Subscription, plans, and limits.

Add a contact

1. Open the customer → Contacts tab.
2. Click the add-contact button.
3. Fill in First name (required), Last name (required), role, preferred contact channel, email/phone/mobile, primary flag, and notes (see field reference below).
4. Save.

New contacts default to receiving estimates and invoicing. Once you mark one Primary, they become the default recipient when you email a quote or invoice.

The Notification consent button next to each contact opens that contact's consent grid: an email/SMS by transactional/reminder/marketing matrix. Customers are opted into transactional email by default; SMS and marketing of any kind need explicit opt-in. Turning on SMS marketing pops a confirmation prompt to record the opt-in. See Automated notifications for how consent feeds into sending.

Add an address

1. Open the customer → Addresses tab.
2. Click the add-address button.
3. Fill in Line 1 (required) and optionally Line 2 for street; City, State / province, Postal code, and Country (use the 2-letter ISO code, e.g. US or CA) are required. Label is an optional nickname (e.g. Primary home, Warehouse). Access notes is free text for site instructions.
4. Pick the Address type: billing, service primary, service other, mailing, or other.
5. Optionally tick Default billing or Default service / jobsite to make this address the customer's default for that purpose.
6. Save.

Archive a customer

Open the customer's Overview tab and click Archive customer at the bottom-left. Confirm.

Archived customers drop out of the pickers on new quotes and invoices. Their records and history stay searchable from the customer list.

Customer fields reference

The customer detail page has four tabs. Above them, a summary header synthesizes the things you usually want to know without opening a tab:

• Primary contact — name, click-to-call phone, and click-to-email link.
• Service address — first line plus city / region / postal code.
• Financial pulse — AR balance (red and flagged when outstanding), open-quote count, and the most-recent invoice with its status badge. Each row links to a pre-filtered list scoped to this customer (e.g. AR balance opens Invoices filtered to draft + issued for them); the Last invoice row jumps straight to that invoice. A chevron on each row signals where it goes.

Overview tab — Account section

• Display name — required.
• Customer type — Residential or Commercial.
• Status — Lead, Prospect, Active, Inactive, or Archived.
• Account code — short identifier for accounting reference.
• Lead source — plus a free-text Lead source detail.

Overview tab — Flooring & billing section

• Flooring notes — free text.
• Internal notes — free text. Not customer-visible.
• Payment terms — free text.
• Credit limit
• Tax exempt ID
• Stairs / moisture concerns — flag.
• Tax exempt — flag.
• Credit hold — flag.

Below the form: a list of related service orders (work-order code and status). Save changes commits. Archive customer sits in the bottom-left.

Contacts tab

Per row: First name (required), Last name (required), Role, Preferred contact (email / phone / mobile), Email, Phone, Mobile, Primary contact flag, Notes. Row actions (each labelled, with icon): Notification consent, Edit, Remove.

Addresses tab

Per row: Label (with an Address-type badge appended), Line (street line 1), City / state, Zip (postal code), and Actions (Edit, Remove). The full address — including Line 2, separate State, Country, and the Default billing / Default service / jobsite flags — is set on the edit dialog and isn't shown in the row. Address type options: billing, service primary, service other, mailing, other.

Profile tab

Residential customers: property type, approx. sq ft, year built, general contractor / builder, move-in deadline, installation notes.

Commercial customers: a different field set tuned to commercial work.

Each tab has its own Save button.