Customer Summary (Profile Page): Your Hub for Everything About a Customer

Last updated October 16, 2026 · Admins and office staff

The Customer Summary is the profile page for a single customer. Everything attached to that account lives here: contact details, job sites, jobs, visits, programs, estimates, invoices and payments, contracts, contacts, notes, and Customer Portal access. You land on this page right after creating a customer, and you get back to it any time by opening the customer from the customer list.

Before you start

  • An operator account with access to the Customers menu.
  • A customer to look at. Go to Customers and click the customer’s name or its View button.

What’s on the page

  • The customer’s name with breadcrumb Home / Customers / (name).
  • Quick-action buttons, each with this customer already picked:
    • Add work opens the guided Add work page to set up a job (and its property, if the customer has none yet).
    • Schedule visit opens visit scheduling for one of this customer’s jobs.
    • Create Estimate opens the estimate form.
    • Create invoice opens a new invoice.
    • Back returns to the previous page.

Under the header, a Customer Workflow guide shows how many jobs, job sites and estimates the customer has and suggests the next step (for example Add work for a brand-new customer, or Schedule visit when they have jobs but no visits).

Financial Summary card

Shows Total billed, Total paid, Outstanding and Last payment for this customer.

  • Credit on account appears beside Outstanding when the customer has a deposit that has not been applied to an invoice yet. It is shown next to Outstanding, not subtracted from it: the credit only reduces what they owe once you apply it to an invoice.
  • Last payment is the date of the most recent payment that brought money in. A refund does not change it.

Programs card

If the customer is enrolled in one or more programs, a Programs card sits beside the Financial Summary. For each program (up to three) it shows the program name, how many rounds are done (“2 of 6 rounds done”) and either the next visit’s round and date or a warning such as “Round 3 not scheduled”. When there are more than three, a link points you to the Programs tab.

What’s next

Under the Financial Summary and Programs cards, the What’s next card lists the customer’s next visit and anything that needs attention. See What’s Next on the Customer Summary for the full walkthrough. In short:

  • Next visit with Open visit, Calendar and (where allowed) Reschedule.
  • One line per kind of work that needs attention, such as unpaid invoices, visits waiting for a date, jobs or rounds not scheduled, completed visits not invoiced, visits missing a chemical log, jobs that need pricing, and job notes not attached to a visit.
  • Click a line to open it in place and act on it. Set date and Schedule round work right on the page; Schedule, Create invoice and Add pricing take you to the right screen.
  • A Property picker narrows the list when the customer has two or more properties.
  • Minimize collapses the card to a one-line summary; the page remembers your choice in this browser.

Email customer and AI summary

  • Email customer opens a “New email” window addressed to the customer’s email on file. You write the subject and message and click Send email. The button is greyed out when the customer has no email address.
  • If your company uses AI features, an AI summary card also appears with a Summarize with AI button (uses 2 credits) that writes a short plain-language recap of the account, and the email window gets a Draft with AI option (uses 1 credit). Nothing is sent until you click Send email.

Tabs

The tabs are organized into four groups: Work, Financials, Profile and Portal. Each group keeps its own selection, so you can look at (for example) Jobs and Notes at the same time. Count badges show how many records a tab holds.

Group Tab What it shows / what you can do
Work Jobs All jobs for this customer (job name, program, job site, status). Click the job name or View to open it. Add work adds a new one.
Work Job Sites Service locations (name, address). Add Job Site button; View to edit, Map (when property maps are on) and Delete per site. See Add Job Site, Manage Job Sites.
Work Appointments Every visit across this customer’s jobs (date, time, job, crew, status), with Excel and PDF export and a search box. Schedule visit adds one; View Full Calendar opens the scheduler.
Work Programs Shown when your company runs programs or the customer is on one. One card per enrollment with its rounds. See Programs tab below.
Financials Financials Invoices, payments and refunds in one list (date, type, number, due date, balance, total, status). View opens the record; an unpaid invoice also has a Pay button. Overdue items show in red, and a refund reads Refund / Refunded.
Financials Estimates Estimates for this customer (name, status, amount, date). Status badges: Draft, Sent, Viewed, Accepted, Declined, Expired. Create Estimate button; View opens the estimate; Delete removes it after you confirm.
Financials Contracts Service contracts (name, status, pricing, base amount, term dates). New Contract button; View opens the contract.
Profile Information Editable form with the customer’s details. See Update Customer.
Profile Contacts Contact-person cards, with a Primary label on the main contact; Add Contact button; edit and delete per contact. See Add Contact, Manage Contacts.
Profile Notes Dated internal notes; Add Note button; edit and delete per note. See Add Note, Manage Notes.
Portal Portal Turn Customer Portal access on or off for this customer and send them a portal invite.
Portal Portal docs Documents currently shared to this customer’s portal; you can review and revoke sharing here.

Quick filters on Jobs and Appointments

Two tabs have filter buttons above the grid, with a live count beside them so you always know how much of the list you are looking at.

Jobs filters by status: Active (the default), Completed, Inactive, All.

Appointments filters by date: Upcoming (the default), Overdue, Next 7 days, Next 5, Last 5, All, plus a Status dropdown for the visit status.

Upcoming and Active are the defaults on purpose. A long-standing customer has years of history behind them, and opening the tab on all of it buries the two visits that matter this week. Click All when you want the history.

Programs tab

Each program the customer is enrolled in gets its own card showing the program name, season, the job it runs on, how many rounds are done, and the job’s status. Below that, a table lists every round:

Column What it shows
Round Round number and name
Window The round’s start and end dates
Round status Not Started, In Progress or Completed
Visit The visit date (with a calendar link and Reschedule where allowed), Unscheduled with a Set date button when the visit is waiting for a date, or No visit with a Schedule round button
Crew The crew on the visit
Visit status The visit’s current status
Docs The visit’s documentation: Complete, a number of Issues, Pending (completed but not yet documented) or Scheduled
Invoice The invoice number and status, or Not invoiced for a completed round with no invoice

Add to Program (top of the tab) enrolls this customer’s properties in a program. The Enroll in program window walks you through four steps: Customer & properties (pick the program and tick the properties), Agreement (how the enrollment is billed, payment terms, an optional crew for the first visits and any special instructions), Review, and Done. Enrolling does not set visit dates. On the last step choose Plan visits to date them now, or Finish later.

Schedule round opens a small window where you pick the Crew, Day and, for a timed visit, the Start time and Length. Click Preview, check it, then click Schedule visit. The round’s visit goes on the calendar without leaving the customer page.

What happens next

Most actions on this page confirm with a green success banner (for example “Customer details updated successfully!” or “Jobsite added successfully!”) and bring you right back to the summary, so you never lose your place. When something can not be saved, a red banner says what is wrong (for example “ZIP code must be 5 digits or ZIP+4 format.”). Grids inside the tabs support sorting, filtering and paging just like the main customer list. Dates and times on the page are shown in your company’s time zone.

Tips & best practices

  • Start with Add work. It sets up the job and, if the customer has no property yet, the job site too. Add a job site yourself first only if you want to set the property up by hand. See Add Job Site.
  • Work the What’s next card from top to bottom. It is the quickest way to see what this customer is waiting on.
  • Use the Financial Summary card for collections at a glance. An Outstanding amount with an old Last payment date is your cue to open the Financials tab.
  • Credit on account is money you already hold. Apply it to an open invoice from the invoice’s page so Outstanding goes down.
  • Keep one contact marked Primary so office staff always know who to call. The system keeps it to one for you.

Troubleshooting

  • “Customer not found.” The link you followed points at a customer that does not exist (or was removed). You are returned to the customer list; find the customer there.
  • A tab shows an empty state (“No jobs found…”, “No contacts found…”). Nothing of that type exists yet for this customer. Each empty state includes a button to create the first record.
  • Financial figures look off. The card counts invoices for billed and outstanding totals and payments for the last-payment date. Open the Financials tab to see the records line by line. A deposit that has not been applied shows as Credit on account, not as a lower Outstanding.
  • There is no Programs tab. The tab only appears when your company runs programs or the customer is already on one.
  • Email customer is greyed out. The customer has no email address. Add one on the Information tab.
  • The Portal tab shows no invite option. The Customer Portal must be enabled for your company first, and the customer needs an email address on file.

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