Managing Customers

The Customers section allows you to organize client records, track revenue and outstanding balances, review historical interactions, and add new client profiles.

1. Summary Metrics & Portfolio Analytics

At the top of the Customers page, key performance metrics and client portfolio insights are presented:

KPI Cards

• Active Customers: Number of clients with activity in the last 12 months.
• Inactive: Count of clients with no activity in the past 12 months.
• New This Month: Total number of new customer profiles created in the current calendar month.
• Overdue Customers: Number of clients with balances overdue by more than 90 days.

Top Customers & Portfolio Overview

• Top Customers (Last 12 months): Ranks top-billing clients and displays their total billed revenue and contribution percentage.
• Portfolio: Visual summary showing active vs. inactive distribution, alongside immediate alerts for overdue customer accounts.

2. Filtering, Searching, and Table List

Below the summary cards, use the provided tools to filter, search, and sort the client table:

Status Tabs

• All: View all registered customers.
• Active: Show only customers with recent project or invoice activity.
• Inactive: Display customers without recent transactions.
• Overdue: Filter to view only customers with overdue balances.

Search Box

• Search box: Type a company name, contact person, or email address to filter records in real time.

Customer Table Columns & Sorting

Click the small arrows ($\vee$) in the headers to sort ascending or descending:

• Company: Displays the business/company name and activity status.
• Contact: Primary contact person and associated email address.
• Revenue: Cumulative total revenue generated from the customer.
• Outstanding: Total remaining balance owed by the customer.
• Actions: Quick controls to edit, delete, or review client details.

3. Adding a New Customer

To register a new client profile, click the + Add Customer button at the top right of the page. A side panel will appear with the following fields:

• Basic Information:
  • Company / Customer Name*: Enter the official business or client name.
  • Cellphone: Primary contact phone number.
  • Emails*: Enter primary email addresses and press Enter.
  • Category*: Select either Residential or Commercial.
• Address Details:
  • Address Line 1* & Line 2: Street address and unit/suite number.
  • Zip*, City*, State*: Postal code, city, and state selection.
• Click Create Customer to save the new profile or Cancel to discard.

4. Editing a Customer

To update customer information:

1. Locate the customer row in the table list.
2. Click the Pencil (Edit) icon in the Actions column.
3. Modify the basic information, email addresses, category, or address fields in the drawer panel.
4. Click Save Changes to apply the updates.

5. Deleting a Customer

To remove a customer record from the system:

1. Locate the customer row in the table list.
2. Click the Trash (Delete) icon in the Actions column.
3. A confirmation prompt will appear asking you to confirm whether you want to delete the customer or cancel.

6. Customer History & Interactions (⋮)

To review detailed activity logs and interaction history for a customer:

1. Click the Three Dots (⋮) menu icon on the far right of any customer row.
2. Select Interactions (or History) to open the detail panel.
3. The panel displays:
   • Summary Counters: Total Notes, Last interaction date, and Linked items (projects/invoices).
   • History Timeline: A chronological activity log showing project closures, re-openings, invoice creations, and amounts.
   • Search Bar: Filter notes, projects, or invoices related to this customer.
   • Add Note: Type a custom note in the field at the bottom and click Now to append a new log entry.

7. Show Invoices (⋮)

To view all invoices associated with a specific customer:

1. Click the Three Dots (⋮) menu icon on the far right of the customer row.
2. Select Show Invoices from the dropdown menu.
3. The system will filter and display the Invoices list showing only records and payment histories for this customer.

8. Create Proposal (⋮)

To create a new proposal for a customer:

1. Click the Three Dots (⋮) menu icon on the customer row.
2. Select Create Proposal from the dropdown menu.
3. This opens the Proposal creation form with the customer’s information pre-selected.

9. Create Project (⋮)

To start a new project for a customer:

1. Click the Three Dots (⋮) menu icon on the customer row.
2. Select Create Project from the dropdown menu.
3. The New Project form will open with this customer automatically set as the primary client.

10. Create Invoice (⋮)

To issue a new invoice directly from the customer list:

1. Click the Three Dots (⋮) menu icon on the customer row.
2. Select Create Invoice from the dropdown menu.
3. The Invoice builder will open with the customer’s billing information pre-populated.