For business owners
Customer detail & history
Updated Jul 2, 20263 min read
Open a customer to see the property profile, its full visit history, the assigned pro, and the monthly price.
The customer page is the single place that holds everything about one home: its visits and photos, the pro assigned to it, the cadence, and the monthly price. When you need to know anything about a property, this is where you look.
Open a customer
From Customers, open a home to see its full record.
Work the property from one page
Everything is here: recent visits with photos, the assigned pro, the recurring cadence, and the price. Change any of it and the schedule and invoices follow.
One page, one source of truthBecause visits, price and cadence all live here, the schedule the homeowner sees and the invoice you send never drift apart.
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