Help Center | Customer Profile Overview | Help Center

Each customer profile provides comprehensive information organized into logical tabs.

Accessing Customer Profiles

Search or browse for a customer in Customer Hub

Click on the customer row or card to open their profile

Profile Sections

Overview Tab

Customer summary and quick stats

Recent activity and jobs

Outstanding balance

Quick action buttons

Contacts Tab

All contacts associated with the account

Primary and secondary contact designation

Contact methods (phone, email)

Locations Tab

All service locations for this customer

Location names and addresses

Site-specific notes

Jobs Tab

Complete job history

Scheduled and completed services

Job status tracking

Invoices Tab

All invoices for the account

Payment status and history

Outstanding balances

Units Tab

Equipment currently at customer sites

Assignment history

Unit status tracking

Messages Tab

Support conversation history

Direct messaging with customer

Thread management

Each customer profile provides comprehensive information organized into logical tabs.

Accessing Customer Profiles

Search or browse for a customer in Customer Hub

Click on the customer row or card to open their profile

Profile Sections

Overview Tab

Customer summary and quick stats

Recent activity and jobs

Outstanding balance

Quick action buttons

Contacts Tab

All contacts associated with the account

Primary and secondary contact designation

Contact methods (phone, email)

Locations Tab

All service locations for this customer

Location names and addresses

Site-specific notes

Jobs Tab

Complete job history

Scheduled and completed services

Job status tracking

Invoices Tab

All invoices for the account

Payment status and history

Outstanding balances

Units Tab

Equipment currently at customer sites

Assignment history

Unit status tracking

Messages Tab

Support conversation history

Direct messaging with customer

Thread management

For Your Customers

For Your Technicians

For Your Business

Customer Profile Overview

For Your Customers

For Your Technicians

For Your Business

Customer Profile Overview

Accessing Customer Profiles

Profile Sections

Overview Tab

Contacts Tab

Locations Tab

Jobs Tab

Invoices Tab

Units Tab

Messages Tab

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Accessing Customer Profiles

Profile Sections

Overview Tab

Contacts Tab

Locations Tab

Jobs Tab

Invoices Tab

Units Tab

Messages Tab

Was this article helpful?

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