My Roof CRM

Customers: the roll-up view

See every homeowner with their linked jobs, open jobs, revenue and last activity, and learn why customers are edited on the job rather than here.

Beginner 3 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

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Customers are created automatically from jobs, so this page is a read-only roll-up: who you have worked for, how many jobs, how much revenue, and when you last touched them. To change a customer's details, open one of their jobs and use Project Settings.

By the end you can

  • Read the customer roll-up
  • Know where customer details are edited

Screens used

Step by step

  1. Open Customers/customers

    Click "Customers" in the sidebar.

    You should see: Stat cards "Customers", "Linked Projects" and "Total Revenue", a search box "Search by name, company, email, or phone..." and a table with Customer, Company / Contact, Projects, Open, Revenue and Last Activity.

  2. Search/customers

    Type a phone number or email fragment.

    You should see: Rows filter. On a phone the same fields show as cards.

  3. Edit a customer/customers

    Rows do not open anything. To edit a customer, go to one of their jobs and use ⋯ → "Edit job details" → Customer Details.

    You should see: The job's customer snapshot updates.

Related lessons

Create a job (and its customer)

Fill in the New job dialog correctly, understand the default job name, pick a lead source and see how the customer record is created or matched automatically.

Jobs & customersBeginner6 min

Edit job and customer details (Project Settings)

Change the job name, revenue and created date, fix customer contact details, and understand the disclaimer about existing proposals.

Jobs & customersBeginner5 min

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