Work with customer records
One page per customer with quote history, invoice history, and lifetime value.
Every customer gets a single record that gathers their entire history with your business. No spreadsheet, no scattered notes.
What lives on a record
- Contact details: name, phone, and email.
- Quote history: every estimate you sent and how it landed.
- Invoice history: what you billed and what is still open.
- Lifetime value: the total you have earned from this customer.
Why it matters
When a repeat customer calls, you open one page and see everything. You know what they bought last season, what they paid, and whether anything is still owed, before the call even ends.