Overview
Customers is your client directory in Dirt Face. Each record holds contact details, addresses, tax settings, relationship stage, and links to every quote, job, invoice, and activity for that person or company.
Create customers before or during an estimate, RFQ, job, or invoice. One customer record follows the work from first lead through repeat jobs.
Where in the app: Sidebar → Customers
Open: Customers
Requires customer management permission on your team role.
Customer list
| Control | Purpose |
|---|---|
| Search | Filter by customer name |
| Pipeline filter | All Stages, Lead, Prospect, Customer, Repeat Customer, Lost, Inactive |
| Hide Inactive / Showing Inactive | Toggle inactive customers on or off |
| Add Customer | Open the new customer form |
| Row click | Open customer detail |
| Actions (⋮) | Edit (detail page) or Delete |
Table columns (desktop): Name, Business, Main Address, Email, Phone, Stage.
Scroll the list to load more customers (10 per page).
Tip: Inactive customers are hidden by default. Turn on Showing Inactive to find archived records.
Relationship stages
Pipeline stage tracks where the customer sits in your sales cycle. Customer Status (Active/Inactive) is a separate control for hiding archived records.
Full reference, auto-update rules, and how the two fields interact: Status and stage.
| Stage | Typical use |
|---|---|
| Lead | New inquiry, not yet quoted |
| Prospect | Active quote or follow-up in progress |
| Customer | Won work, first job or invoice |
| Repeat Customer | Returning client |
| Lost | Did not buy; auto-updates paused when set manually |
| Inactive | Archived pipeline stage |
Customer detail page
Open any row to reach the detail page with four tabs:
| Tab | Guide |
|---|---|
| Customer info | Customer info tab · Status and stage |
| Documents | Document history |
| Activities | Activities |
| Store Account | Store Account (store-enabled locations only) |
See Customer details for page-level actions (Message button, navigation).
Add a customer
Use Add Customer on the list, the Create menu, or inline when building an estimate, RFQ, job, or invoice.
Full field reference: Add a customer.
How customers connect to other modules
| Module | Connection |
|---|---|
| Opportunities / RFQs | Customer on the RFQ record |
| Estimates | Customer and jobsite address on the quote |
| Jobs | Customer from accepted quote |
| Invoices | Bill-to customer and tax settings |
| Contact Form | Submissions can create customers |
| Lead Generator | Leads flow into customer records |