Not a contact list. Every customer carries their whole history — jobs, proposals, balances — and the list tells you which relationships need you.
A List That Acts
The top of the customer list reads your book back to you: how much is owed and how many customers to collect it from, how many came back for a second job, and how many need attention.
Those aren't decorations. Each one is a filter — tap the owed figure and you're looking at exactly the customers to call.
- Outstanding balance and how many customers it spans.
- Repeat customers — who came back for a second job.
- Who's newly added and still needs a welcome.
- Every headline is a tappable filter.
Relationship Health
Beyond money, the ledger reads the health of your book: who's active, who's gone quiet, and whose record is too thin to act on.
Missing contact details are called out specifically, because a customer with no phone number is a customer you can't call — and that's a problem you can fix in ten seconds once you know about it.
- Active customers versus those needing attention.
- Missing phone, email, or company flagged explicitly.
- Lifetime value once there's nothing outstanding.
Pro tip: Fix the missing phone numbers first. Every other feature in the CRM assumes you can reach the customer — reminders, pay links, text updates all quietly do nothing without one.
The Customer Hub
Opening a customer shows everything they've ever been part of: their jobs, their proposals, their invoices and balance, their activity timeline, and their message thread — plus the next move for the relationship.
Their balance rolls up across all their jobs, because that's the number that matters when you call them.
- Jobs, proposals, invoices, and activity in one place.
- Balance rolls up across every job.
- Message thread and share options on the hub.
- Customers carry an account number that never changes.
Duplicates
The same household gets entered twice more often than anyone admits — once from a lead, once by hand. The ledger watches for likely duplicates and offers to merge them, so a customer's history doesn't end up split across two records that each look incomplete.
- Likely duplicates are surfaced automatically.
- Merging keeps one thread of history.
- Worth clearing before a big mailing or a review push.