Using the customer detail page

Overview

The customer detail page shows all information about a customer in one place. You'll see master data, linked orders, construction sites, invoices and an activity history.

Page layout

The page consists of two areas:

Main area (left)

• Master data – Company name, contact person, address, contact details
• Linked construction sites – All sites for this customer with status
• Orders – All orders with status and progress
• Invoices – All invoices with amount and payment status
• Activity history – Chronological list of all changes

Sidebar (right)

• Customer summary – Avatar, name, total revenue and outstanding amounts
• Quick actions – Create new order, add construction site, write invoice
• Notes – Yellow note field for internal notes

Quick actions

From the sidebar you can create new entries directly from the customer profile:

1. New construction site – Creates a site with the customer pre-filled
2. New order – Creates an order with the customer pre-filled
3. New invoice – Opens the invoice creation for this customer

Using contact details

Phone numbers and email addresses are clickable:

• Phone – Opens your device's phone app
• Email – Opens your email client
• Address – Opens Google Maps with the customer address

Next steps

• Editing & deleting customers
• Creating construction sites