Customers

All customers — active jobs, completed projects, and returning clients. Converted from Leads or added manually.

Active

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Job in progress

Completed

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Finished projects

Returning

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Repeat customers

Total

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All time
Customer Directory
Searchable list — name, address, service type, status
Customer table — powered by Payload CMS customers collection.
Coming Soon
Planned integrations & features
  • • Customer profile pages with job history and notes
  • • Link to Job Cost records
  • • Review request trigger (email/SMS via Jobber or Housecall Pro)
  • • Service-type breakdown and repeat-customer tracking