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The customer health score is a single number, 0–100, that tells you how good a customer is to do business with. It’s calculated from five weighted factors and refreshed automatically as you record activity.

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Score breakdown

FactorWeightWhat it measures
Payment Speed30 ptsAverage days from invoice issue to full payment. Faster = higher.
Damage History25 ptsDamaged or missing items per closed job. Fewer = higher.
Booking Frequency20 ptsQuotes / jobs over the last 12 months. More = higher.
Outstanding Balance15 ptsCurrent overdue balance vs. customer’s lifetime spend. Lower = higher.
Quote Acceptance10 ptsRatio of accepted quotes to sent quotes. Higher acceptance = higher score.
The factors are summed and capped at 100. A new customer starts at 50 (neutral) until they have at least one closed job.

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Score interpretation

RangeColorMeaning
80–100GreenExcellent — pays fast, no damage, books regularly. Prioritize.
60–79Yellow-greenGood — normal customer.
40–59YellowWatch — review before extending credit or extra deposits.
20–39OrangeConcerning — recurring late payment or damage. Require deposit.
0–19RedHigh risk — consider declining or requiring full prepayment.

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Where the score appears

  • Customer list — color-coded badge next to the name.
  • Customer detail → Health Score tab — full breakdown with each factor’s contribution.
  • Quote and job creation — shown next to the customer dropdown so you see it before you commit.
  • Reports → Customer Health — sortable list of all customers by score.

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Refreshing the score

Health scores recalculate automatically every time one of these events happens:
  • An invoice is paid in full
  • A job closes
  • A quote is accepted, declined, or expires
  • A damaged or missing item is recorded on a job
You can also force a refresh from the Health Score tab by clicking Refresh Now. The last-refreshed timestamp shows next to the score.
If a score looks wrong, the breakdown explains exactly which factor moved it. Most surprises come from one large unpaid invoice on a customer with a small lifetime spend.