Customer notes, files and history

In this article

Open a customer's record

1. Click Customers in the menu on the left.
2. Find the customer. Type a name, email or phone number in the search box to narrow the list.
3. Click their row. The record opens over the page, with their phone, address and email at the top.

Box	What it shows
Due	Money the customer owes you.
Past Due	What the customer owes that is past its due date.
Total Sales	Every successful payment this customer has made, across appointments and invoices, added up once. It counts what was collected before refunds and fees.

Keep notes on a customer

The Comment box under Customer Details is for notes your team should see every time they open this customer: a gate code, where to park, who to ask for. It's the same text you typed in Customer Details when you added them.

1. Next to Customer Details, click Edit. The Comment box becomes editable.
2. Type your note.
3. Click Save at the bottom of the window.

The Company field in the same place is for a business name, if the customer is one.

Add photos and files

1. On Customer Info, under Images / Files, click Upload Pictures / Files.
2. In Upload Documents, drag your files in or click browse your file, then click Upload. The window lists the formats it accepts and the size limit for documents.

Each file shows its name, size and the date it was added. Use the buttons on its row:

• Download saves a copy. Images also have Preview.
• The eye button decides whether the customer can see the file. New files start as Hidden from customer. Click the eye to show it, click it again to hide it.
• The × on the right deletes the file.

See the customer's history

The tabs across the top of the record show everything you have done for this customer.

Tab	What's on it
Projects	Each job, from request to invoice, with the service, the date it came in and where it stands now.
Appointments	Booked appointments.
Subscriptions	Repeating appointments and payments.
Overview	One list of every appointment, job, visit, invoice and payment, with its reference, service, status, dates and amount.

Logs, next to Edit, opens the log for the customer's record.

Common problems

• Upload Pictures / Files and Edit are greyed out. This customer has been deleted. Their record can be read but not changed.
• The Comment box won't let you type. Click Edit first.
• Only Customer Info shows, no Projects or Appointments. Your plan is a website-only plan, which doesn't include jobs or appointments.

Related

• Add, edit and delete customers
• The customer portal: what customers see and how to invite them
• How a job moves: request, quote, job, visit, invoice