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Understand a customer record

Last updated July 23, 2026

Use a customer record to understand the relationship at a glance and move directly into the next customer task.

Common uses​

  • Confirm contact details and service locations during a call.
  • Review jobs, estimates, invoices, forms, and recent activity.
  • Add a note, location, job, estimate, or form.
  • Check memberships, equipment, tags, and customer preferences.

Before you begin​

You need permission to view customers. Additional actions such as New Job, editing, or deleting appear only when your role allows them.

Open a customer record​

  1. Go to Customers in the main navigation.
  2. Search or filter the customer directory.
  3. Click the customer’s name or use the row action to view the record.

The header keeps primary contact details and the most common actions together.

Read the record​

  • Locations lists saved service sites. Click one to open its location record.
  • Job History, Invoice History, and Estimates connect you to past and current work.
  • Projects, Leads, Memberships, Forms, and Attachments provide supporting records.
  • Customer Memberships, Equipment, Tags, Settings, and Recent Activity summarize the relationship.
  • Notes stores internal context for the office team.

Use the right-side cards for customer-level context before creating new work.

Start work from the record​

  1. Click New Job in the customer header to open Create Job.
  2. Confirm Service Location.
  3. Select Business Unit and Job Type.
  4. Complete the schedule and technician choices.
  5. Click Create Job.

To prepare pricing instead, use the estimate action in Estimates. See Start a new booking for the full booking workspace.

What happens next​

Opening a related row takes you to that job, invoice, estimate, location, or project. New work remains connected to the selected customer and service location.

Troubleshooting​

An expected action is missing​

Your role may not include that action. Ask an administrator to review your customer or booking permissions.

History appears incomplete​

Refresh the record and confirm you opened the correct customer and location. Some work is connected to a specific location, so open that location to review its complete history.

Contact information is incorrect​

Click the edit icon next to the customer name, then update the customer. Use Manage customer records and duplicates when more than one record exists.