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Customer records

Review customer notes and history

Use the customer record to review notes, activity and the operational records connected to that customer.

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Last updated 21 Oct 2026

The customer record keeps the information needed to continue a conversation or review earlier work in one place.

Steps

  1. Open Customers and select the customer.
  2. Review the customer details, properties and contacts before making changes.
  3. Use the notes and activity areas to review recorded follow-up work and operational history.
  4. Add a note when your team needs a clear record of the next action or customer context.

What happens next

New notes become part of the customer context used by staff working on related quotes, bookings and invoices.

Using notes well

Use notes for useful internal customer context and next actions. Mark a note complete when that follow-up is finished so later staff can distinguish active work from historical context.

See customer records, contacts and customer notification preferences.

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Add your first customer

Create a customer record and add the property and contact information your team needs.

Manage customer details and properties

Keep customer, property and contact information current for operational work.

Fix property addresses for the map

Make sure each property has a complete address so it appears on the dispatch map and in routes.