Overview
The Customer info tab holds core CRM data: who the customer is, where they work, how you classify them for tax and pipeline tracking, and any portal or credit balance information.
Where in the app: Sidebar → Customers → customer row → Customer info tab
Open: Customers
Customer Info card
Displays read-only summary fields:
First Name, Last Name, Company Name, Email, Phone, Lead Source, Tax Exempt (Yes/No).
When tax exempt, also shows Exemption Number, Exemption Expiry, and Exemption Reason.
Click the pencil icon to open Edit Customer.
Edit Customer modal
| Section | Fields |
|---|---|
| Personal Details | First Name, Last Name, Company, Customer Type, Lead Source |
| Contact Details | Email, Phone |
| Tax Settings | Default Tax Rate (Auto or tax library entry), Tax Exempt Customer toggle, Exemption Number, Expiry Date (Optional), Exemption Reason |
Buttons: Cancel, Save Customer.
Customer types: Homeowner, Business, General Contractor, Property Manager, Developer, Other.
Addresses card
Lists every address with type label and full detail.
| Action | Result |
|---|---|
| New Address | Opens address modal |
| Pencil | Edit existing address |
| Trash | Delete address (confirmation) |
Address modal
| Field | Options |
|---|---|
| Address Type | Shipping, Job Site, Billing |
| Address search | Google map search; saves formatted address and coordinates |
Buttons: Save Address, Cancel.
Job site addresses on the customer feed jobsite pickers on new estimates and jobs.
Relationship Stage and Customer Status
See Status and stage for full definitions, automatic updates from estimates and jobs, and how Active/Inactive differs from pipeline stages.
On this tab:
- Relationship Stage dropdown: Lead, Prospect, Customer, Repeat Customer, Lost, Inactive
- Customer Status toggle: Active or Inactive
Location card
Visible to account owners and admins when Multi-Location is enabled.
| Control | Purpose |
|---|---|
| Location dropdown | No specific location, or a company profile/location |
| Save | Assign customer to that location |
Existing quotes and invoices keep the location they were created under. Only new documents use the updated assignment.
Credit Balance card
Shown when the customer has unapplied credit from Credit Memos.
Displays total credit balance and a list of Unapplied Credit Memos. Click a memo to open its detail. Apply credits when recording Payments.
Customer Portal card
Shown when active portal links exist (from sent quotes or invoices with portal access).
For each link:
| Action | Purpose |
|---|---|
| Open URL | Customer-facing portal in a new tab |
| Copy | Copy portal link to clipboard |
| Regenerate Link | Invalidates the old link and creates a new one (confirmation required) |
Multiple active portals show as Portal Link #1, #2, and so on, with expiration dates when set.