Customer Details

Each customer record has multiple tabs that give you a complete view of your relationship.

Contact Info tab: First name, last name, email, phone, and mailing address. The address appears as the "Bill To" on estimates and invoices.

Invoices tab: A read-only list of all invoices created for this customer. Click any invoice to open it.

Estimates tab: A read-only list of all estimates sent to this customer.

Projects tab: A read-only list of all projects associated with this customer.

Sidebar fields:

• Notes — A text area for internal reminders about the customer (not visible to the customer)

• Source — How you acquired this customer (Manual Entry, Website Form, Phone Call, Referral). Available on Growth tier.

• Lifecycle Stage — Track where the customer is in your pipeline (Lead, Prospect, Active, Inactive). Available on Growth tier.

• Lifetime Value — Automatically calculated from all paid invoices. Available on Growth tier.