> ## 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.

# Customers Overview

> Your customer database — profiles, history, health scores, and quick actions.

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.

## 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                                        |

Click any column header to sort. Use the search box at the top to filter by name, contact, phone, or tax ID.

## Detail panel

Click any customer to open the detail panel. The panel has these tabs:

<Columns cols={2}>
  <Card title="Overview" icon="circle-info">
    Contact info, addresses, tax ID, preferred language, and a notes field.
  </Card>

  <Card title="Health Score" icon="heart-pulse" href="/customers/health-score">
    Score breakdown across five factors with last refresh time.
  </Card>

  <Card title="Quotes" icon="file-signature">
    Every quote ever sent to this customer with status and total.
  </Card>

  <Card title="Jobs" icon="truck">
    Every job — past, current, and upcoming.
  </Card>

  <Card title="Invoices" icon="receipt">
    Every invoice and its payment status.
  </Card>

  <Card title="Deposits" icon="vault">
    Active and historical security deposits.
  </Card>
</Columns>

## 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.

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