The Customers module is your single source of truth for every business or person you rent to. Open it from the sidebar to see your full customer list.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.
The list view
The list shows all customers with these columns:| Column | What it shows |
|---|---|
| Name | Company name (or person name if not a company) |
| Tax ID | Thai 13-digit tax ID, blank if not provided |
| Contact | Primary contact name and phone |
| Active Jobs | Count of jobs currently in any non-closed stage |
| Outstanding | Total of unpaid and partial invoices |
| Health Score | 0–100, color coded |
| Preferred Language | EN or TH |
Detail panel
Click any customer to open the detail panel. The panel has these tabs:Overview
Contact info, addresses, tax ID, preferred language, and a notes field.
Health Score
Score breakdown across five factors with last refresh time.
Quotes
Every quote ever sent to this customer with status and total.
Jobs
Every job — past, current, and upcoming.
Invoices
Every invoice and its payment status.
Deposits
Active and historical security deposits.
Quick actions
Each customer card has a row of quick actions at the top of the detail panel:- New Quote — opens a quote form with this customer pre-filled.
- New Job — only available if there is an accepted quote ready to convert.
- Generate Portal Link — creates a fresh portal URL and copies it to your clipboard.
- Email — opens your mail client to the primary contact.
- Edit — edit the customer profile.
- Archive — hides the customer from default lists. Existing records still link to them.