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

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /customers · Guide last checked 2026-10-03

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Preconditions

A workspace with a repeat customer who has two jobs.

Steps

1. Open CustomersDo: Click "Customers" in the sidebar.Expect: 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.Actual:
2. SearchDo: Type a phone number or email fragment.Expect: Rows filter. On a phone the same fields show as cards.Actual:
3. Edit a customerDo: Rows do not open anything. To edit a customer, go to one of their jobs and use ⋯ → "Edit job details" → Customer Details.Expect: The job's customer snapshot updates.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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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