Managing your customer list

Every homeowner or business you've worked with lives on /portal/customers. Cards show name, lifetime value, contact details, last activity, and notes — sorted newest-first by default with full-text search across name, email, phone, address, and notes.

Adding a customer

1. 1
   Click 'Add customer'

   Top of the customers page. Opens a modal — no full-page navigation.

2. 2
   Fill in what you have

   Only Name is required. The rest (phone, email, address, notes) can be added later. Notes are visible to your team but not the customer.

3. 3
   Save

   Lands on the list immediately. Click the card to open the detail page.

Auto-creation from quotes

When a customer accepts a quote via the public link, they're automatically promoted to a customer record. You don't have to add them manually.

The customer detail page

Click any customer card to open their full profile. The page is organized top-down:

• Contact bar — name, email, phone, address, plus 'Send portal link' / 'New quote' / 'New invoice' buttons.
• Money summary — lifetime value, jobs done, last activity, upcoming work.
• Equipment installed — water heaters, HVAC, fixtures, etc. with serial numbers + warranty status.
• Quotes / Invoices / Appointments — full timeline for this customer.
• Notes + delete — internal notes (team-visible only) and a hard-delete button.

Searching

The search bar matches across every field — name, email, phone, address line, city, state, postal code, and notes. Type a few characters; results filter as you type. The 'Recently added' / 'Name A-Z' / 'Name Z-A' sort matches the standard sort options across the portal.