Customer details¶

The customer detail page gives you a complete view of a customer's profile, locations, job history, and portal access — all in one place.

This page is available on all plans with no feature gate.

Accessing customer details¶

Go to Customers in the sidebar.
Click any customer name in the customer list to open their detail page.

Customer information card¶

The top of the page displays the customer's core information:

Field	Description
Customer name	Full name or company name
Customer ID	Unique system identifier
Email	Clickable `mailto:` link to send an email directly
Phone	Clickable `tel:` link to dial on supported devices
Created	Date the customer record was created
Last updated	Date of the most recent change

Use the Edit button to update customer information, or the Delete button to remove the customer record.

Deleting a customer

Deleting a customer permanently removes their record and all associated data. This action cannot be undone. Ensure all open jobs are resolved before deleting.

Customer Portal access¶

If the customer has an email address on file, you can invite them to the Customer Portal — a self-service interface where they can view jobs, approve quotes, and make payments.

Click Invite to Portal to send an email invitation.
Click Resend Link if the customer didn't receive the original invite.

Email is required

The portal invitation requires a valid email address. Add one in the customer information card before sending an invite.

For full portal documentation, see Customer Portal.

Quick stats¶

Four stat cards are displayed below the customer information:

Stat	Description
Locations	Total number of service locations on file
Active Jobs	Currently open jobs (blue)
Completed	Successfully finished jobs (green)
Pending	Jobs awaiting scheduling or approval (amber)

Tax exempt toggle¶

Mark a customer as tax exempt using the toggle switch. When enabled, taxes are excluded from invoices generated for this customer.

When tax exemption is enabled, a read-only Reason field displays the exemption reason (e.g., government entity, reseller certificate) as set during status configuration.

Tax exempt applies to all invoices

Enabling tax exempt affects all future invoices for this customer. Existing invoices are not retroactively changed.

Overview tab¶

The default tab when viewing a customer. Contains the job schedule and locations.

Job schedule calendar¶

A calendar view of all jobs scheduled for this customer.

Switch between Month, Week, and Day views.
Jobs are color-coded by priority:

Priority	Color
High	Red
Medium	Yellow
Low	Green

Click any job to view its details.
SLA due dates are displayed on applicable jobs.

Locations and sub-locations¶

A customer can have one location or many. A homeowner usually has a single service address. A property manager, franchise operator, or commercial customer often has several — a main office, a few branches, a warehouse. Each one is a sub-location on that customer's record, and each has its own address, contact email, contact phone, and job history.

Column	Description
Location name	A descriptive label like `Main Office` or `Building 4 — East Wing`
Address	Full street address with a link out to Google Maps
Contact email	The email used for invoices and notifications tied to work at this location
Notes	Gate codes, parking instructions, access details — anything the technician needs on arrival

Click Add Location to create a new sub-location. The address field supports autocomplete search for fast entry.
Use the edit or delete icons to modify or remove existing sub-locations.

Address autocomplete requires Google Maps API

Autocomplete requires a Google Maps API key configured in Settings → General. Without it, addresses must be entered manually.

The default location¶

When a customer has more than one sub-location, one of them is marked as the default — shown with a filled gold star on the location card. The default is what FSM Navigator uses whenever there isn't a specific job address to fall back on. In practice, that means:

The billing address that appears on new invoices for this customer
The email recipient for invoices and payment receipts that are not tied to a single job
The default address suggested when you create a new job for this customer

Changing the default address or invoice email¶

If you need to change where a customer's invoices are addressed, or which email address gets the invoice copy, set a different sub-location as the default. You do not need to edit the customer's primary record — just pick a different sub-location.

Open the customer detail page and scroll to the Locations list.
Find the sub-location that has the address and contact email you want to use going forward.
If that sub-location does not exist yet, add it first with Add Location and fill in the correct address and contact email.
Click the star icon on that sub-location's card.

The star fills in, the previous default returns to an outline, and future invoices and account-level emails for this customer route to the new default's address and contact email. The change is immediate — there is nothing else to save.

Common use case — billing through a property manager

If you bill a property manager who oversees several sites, add the property-manager office as a sub-location and set it as the default. Invoices then land in the property manager's inbox even when the work was performed at one of the other sites.

Past invoices are not changed

Switching the default location only affects future invoices and notifications. Invoices that have already been sent keep their original billing address and recipient — your historical records stay intact.

Removing a sub-location¶

You cannot delete the sub-location that is currently set as the default. The delete button is disabled on the default card and shows a tooltip explaining why. If you need to remove that one, first set a different sub-location as the default, then come back and delete the old one.

For the full walkthrough — adding sub-locations, editing contact details, email validation rules, and how billing emails are picked job-by-job — see Customer Locations.

Technician Preferences tab¶

Requires Pro plan or higher

This tab is visible when the Job Continuity feature is enabled. Available on the Pro plan or higher.

Set preferred or blocked technicians for this customer to influence auto-assignment:

Preferred technicians are strongly favored when matching this customer, making them more likely to be assigned.
Blocked technicians are skipped by default, preventing unwanted assignments.

For full details, see Technician preferences.

FAQ¶

How do I delete a customer?

Open the customer detail page, then click the Delete button in the customer information card. You will be asked to confirm. Deleting is permanent and cannot be undone — make sure all open jobs are resolved first.

Can I export customer data?

Customer data can be exported from the customer list. Use the export option to download records in CSV format.

Why can't I see the Technician Preferences tab?

The Technician Preferences tab requires the Job Continuity feature, which is available on the Pro plan or higher. If you don't see the tab, check your current plan under billing settings or contact your account administrator.