The Customer Detail page provides a complete overview of an individual customer, including their status, related activities, services, billing, and communication actions. From this page, users can manage appointments, services, notes, quotes, invoices, and customer information from a single centralized location.
Accessing the Customer Detail Page
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Navigate to the Customers Page.
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Locate the customer you want to view.
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Click on the customer’s name or row.
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The system redirects you to the Customer Detail Page.
Customer Detail Page Overview
At the top of the page, the system displays:
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Customer name and status (Active / Inactive)
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Action buttons for managing customer-related activities
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A set of tabs for navigating between different data views
The page is designed to give quick access to all customer interactions and records.
Customer Status
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The customer’s status (Active or Inactive) is displayed prominently.
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This status reflects whether the customer is currently receiving services.
Action Buttons
The following action buttons are available at the top of the Customer Detail page:
+ Add Tag
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Opens a dropdown menu with available tags.
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Allows multi-selection of tags.
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Selected tags are immediately applied to the customer profile.
Appointment
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Redirects you to the Appointments Page filtered for the selected customer.
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Used to view or schedule appointments for that customer.
Service
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Opens a modal displaying:
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Past services
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Upcoming services
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Allows navigation through services using pagination.
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Includes a Template Dropdown:
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The default service template is applied automatically.
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You can select a different template to control which service fields are displayed when creating a service.
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The selected template can be changed later if needed.
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Enables scheduling future services directly from the modal.
Note
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Opens a note entry interface.
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Allows you to add notes related to services rendered or customer-specific information.
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Notes are saved and associated with the customer profile.
Quote
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Opens the Create Quote flow for the customer.
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Allows you to:
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Enter notes related to the quote
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Select service types included in the quote
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Add inventory items used for the customer
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Enter descriptions for each service or item
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Invoice
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Opens the invoice creation flow for the selected customer.
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Allows generating an invoice based on services rendered and pricing rules.
Edit
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Redirects you to the Edit Customer Page.
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Allows modification of customer details using the same accordion structure as Create Customer.
Delete
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Deletes the customer record.
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Once deleted, the customer is removed from the system.
Customer Detail Tabs
The Customer Detail page includes five tabs for navigating customer-related data.
INFO Tab (Default)
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This is the default tab displayed when the page loads.
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Displays general customer information such as:
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Contact details
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Address
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Status
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Assigned tags
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Serves as a summary view of the customer profile.
APPT / SERVICE Tab
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Displays all appointments and services related to the customer.
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Includes:
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Past appointments
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Upcoming appointments
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Completed services
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Used to track service history and scheduling.
SALES Tab
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Displays sales-related records for the customer.
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Includes:
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Quotes
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Sales activity
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Related notes and statuses
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Helps track customer revenue and sales interactions.
PICTURES Tab
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Displays all images uploaded to the customer profile.
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Includes:
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Service photos
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Equipment images
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Before-and-after photos
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Supports pinned images for quick reference.
BILLING / INVOICING Tab
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Displays all billing-related records for the customer.
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Includes:
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Invoices
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Billing status
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Payment history
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Used to manage customer financial records.