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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.

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The list view

The list shows all customers with these columns: Click any column header to sort. Use the search box at the top to filter by name, contact, phone, or tax ID.

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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.

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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.
Archived customers show up if you tick Show Archived at the top of the list. You can un-archive at any time.