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.