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.
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.
Rough runtime
1:56
Scenes
5
Lesson
2.8 · Jobs & customers
File name
02-08 customers-page.mp4
Before you record
- A workspace with a repeat customer who has two jobs.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Customers: the roll-up view | /customers | Title card, then the first screen of the lesson. | A quick one: the Customers page and what it is for. |
| 1 | 0:2027s | Open Customers | /customers | Click "Customers" in the sidebar. | Customers is the history view: every homeowner, how many jobs, and the revenue they brought. |
| 2 | 0:4727s | Search | /customers | Type a phone number or email fragment. | Search by anything you remember: name, company, email or phone. |
| 3 | 1:1427s | 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. | This page is read-only by design. Customer details are edited on the job, so each job keeps the contact details that were true at the time. |
| 4 | 1:4115s | Recap & next lesson | /customers | Hold on the finished result, then the end card. | Next we cover losing a job gracefully, reopening it, and deleting one. |
Narration, in order
0. Intro: Customers: the roll-up view
0:00 · 20sTitle card, then the first screen of the lesson.
A quick one: the Customers page and what it is for.
1. Open Customers
0:20 · 27sClick "Customers" in the sidebar.
Customers is the history view: every homeowner, how many jobs, and the revenue they brought.
Show before cutting: 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
0:47 · 27sType a phone number or email fragment.
Search by anything you remember: name, company, email or phone.
Show before cutting: Rows filter. On a phone the same fields show as cards.
3. Edit a customer
1:14 · 27sRows do not open anything. To edit a customer, go to one of their jobs and use ⋯ → "Edit job details" → Customer Details.
This page is read-only by design. Customer details are edited on the job, so each job keeps the contact details that were true at the time.
Show before cutting: The job's customer snapshot updates.
4. Recap & next lesson
1:41 · 15sHold on the finished result, then the end card.
Next we cover losing a job gracefully, reopening it, and deleting one.
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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