Overview
The Documents tab on customer detail is a single timeline of business records tied to that customer. Open any row to jump to the quote, job, invoice, or other document in Dirt Face.
Where in the app: Sidebar → Customers → customer row → Documents tab
Open: Customers
Table columns
| Column | Content |
|---|---|
| Type | Record kind (see list below) |
| Document # | Quote, job, invoice, or order number |
| Reference Name | Project or document title |
| Jobsite Address | Site address when stored on the record |
| Date | Created date |
| Amount | Dollar total |
| Status | Current workflow status (color badge) |
On mobile, the same fields appear in a card layout.
Click any row to navigate to that record.
Document types
| Type | Opens |
|---|---|
| Quote / Estimate | Fence estimate detail |
| Store Estimate | Store estimate |
| RFQ | Opportunity / RFQ detail |
| Job | Job detail |
| Store Order | Store order |
| Invoice | Invoice detail |
| Sales Order | Inventory sales order |
| Purchase Order | Purchase order |
| Refund | Refund detail |
Store types show a Store badge in the type column.
Status badges
Status colors reflect document state (Draft, Sent, Paid, Completed, Accepted and Signed, Expired, Cancelled, and similar). Exact labels depend on the document type and your workflow.
Empty state
No history found means the customer has no linked quotes, jobs, or invoices yet. Create an estimate or RFQ with this customer to start the history.