Customer details

Info tab

The Info tab displays basic details such as name, email address, phone number, and primary address. It is very important to maintain accurate information to ensure prompt and successful delivery of projects approvals, invoices, and payment receipts. 

There is also a section for keeping any internal notes you may need to reference in the future. These notes can help you remember key preferences, previous interactions about expectations for future jobs, and personal details that help you build and maintain strong relationships with your customer.

Projects tab

View all projects for one customer on the Projects tab of their customer record. Quickly see each project create date, name, status, and total amount. An icon next to the project name will indicate if it is a recurring project. Click the magnifying glass on the left to open the project.

Use the Create Estimate and Add Project actions to begin creating a new estimate or project that is populated with this customer's information.

Payment Methods tab

View all saved payment methods for one customer on the Payment Methods tab of their customer record. Use the edit button if you need to make any updates or the delete button to completely remove the saved payment method. Anything tied to autopay for an active recurring project cannot be deleted. You must change the payment method on the project before you can delete it. 

For security reasons, card numbers, expiration dates, routing numbers, and bank account numbers cannot be modified. If that information is changing, you should delete that saved method and create a new one.

The Take Payment action automatically opens the Take Payments form and populates any known information for the customer to make running a payment even quicker for you.

The Add Method action is used to add new payment methods.

Invoices tab

View all invoices for one customer on the Invoices tab of their customer record. See key details such as invoice number, invoice date, due date, project name (if applicable), status, and amount. Click the magnifying glass on the left to view a copy of the invoice.

If the invoice is linked to a project, you can click the name to open project details. An icon will indicate if it is a recurring project. If payment has been received, the status is a hyperlink to the payment. 

The Instant Invoice action can be used to quickly create an invoice that is not tied to a specific project. 

Payments tab

View all transactions for one customer on the Payments tab of their customer record. The list provides high level details such as date, payment type, status, and amount so you can find a key information quickly. Click the magnifying glass on the left of any transaction to view details.

Use the Send Email action to send a branded message to your customer through Project 2 Payment and use the Request Online Review action to send an on-demand request for an online review of your business.

Files tab

Whether you want to keep details about a service site, key documents and contracts, or future job info—keep important customer files organized in one place. When you add a file, you can either take a photo or upload a file from your device. You can images, videos, PDFs, and more!