Customer Health Score

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

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

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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.