Viewing Customer History and Profile
See every job, invoice, payment, and communication for any customer — all in one place, going back to day one.
3 min read
The Customer Profile Overview
Every customer has a profile page that acts as a complete record of your relationship with them. Open it by tapping a customer's name anywhere in the app or searching in the Customers tab.
The profile is divided into tabs:
| Tab | What you'll find |
|---|---|
| Overview | Key stats, recent activity, customer health score, open jobs/invoices |
| Jobs | Full job history — every visit, status, technician, and date |
| Invoices | All invoices: paid, outstanding, and overdue |
| Payments | Every payment received, amount, method, and date |
| Notes | Internal team notes and field observations |
| Activity | Complete communication log: calls, texts, emails |
| Surveys | Customer satisfaction scores and survey responses |
| Analytics | Spend trends, visit frequency, lifetime value |
Jobs Tab
The Jobs tab shows every job ever created for this customer, sorted newest first. Each entry shows:
- Job title and type.
- Scheduled date.
- Technician assigned.
- Status (Completed, Cancelled, etc.).
- Invoice status.
Tap any job to open the full job detail.
Invoices and Payments
The Invoices tab gives you the customer's complete billing picture at a glance:
- Total billed (all time).
- Total paid.
- Outstanding balance.
- List of every invoice with status.
Use this before a call to know immediately whether a customer has an open balance.
Customer Lifetime Value
At the top of the Analytics tab, you'll see the customer's Lifetime Value (LTV) — the total revenue they've generated since becoming a customer. This is one of the most important numbers for understanding your best customers.
Other analytics include:
- Average job value.
- Visit frequency (average days between visits).
- Days since last service — useful for identifying customers due for a follow-up.
Activity Log
The Activity tab records every interaction:
- AI Voice calls (with transcript link).
- SMS messages sent and received.
- Emails sent (invoice, estimate, reminder).
- Manual notes added by team members.
This gives you full context before any customer conversation — you know exactly what was said and when.
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