> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Health Score

> How JingjaiOps scores every customer 0–100 and what each factor measures.

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.

## Score breakdown

| Factor              | Weight | What it measures                                                           |
| ------------------- | ------ | -------------------------------------------------------------------------- |
| Payment Speed       | 30 pts | Average days from invoice issue to full payment. Faster = higher.          |
| Damage History      | 25 pts | Damaged or missing items per closed job. Fewer = higher.                   |
| Booking Frequency   | 20 pts | Quotes / jobs over the last 12 months. More = higher.                      |
| Outstanding Balance | 15 pts | Current overdue balance vs. customer's lifetime spend. Lower = higher.     |
| Quote Acceptance    | 10 pts | Ratio 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.

## Score interpretation

| Range  | Color        | Meaning                                                         |
| ------ | ------------ | --------------------------------------------------------------- |
| 80–100 | Green        | Excellent — pays fast, no damage, books regularly. Prioritize.  |
| 60–79  | Yellow-green | Good — normal customer.                                         |
| 40–59  | Yellow       | Watch — review before extending credit or extra deposits.       |
| 20–39  | Orange       | Concerning — recurring late payment or damage. Require deposit. |
| 0–19   | Red          | High risk — consider declining or requiring full prepayment.    |

## 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.

## 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.

<Tip>
  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.
</Tip>