ServiceFlow Pro Docs
Customers & CRM

Customer Detail & Workspace

Elijah Johnson · Published · Updated · 6 min read

Watch a walkthrough

Create and Review Customer
Add a customer and review their history before you dispatch.
Customer Detail & Workspace is the workflow at /customers/:id. Open any customer from Customers to reach /customers/:id. The page combines a financial summary, contact sidebar, AI insights (when configured), and tabbed sections for operational data. Dispatch opens Maria Alvarez from Customers.
Customers to click a customer row to /customers/:id - From jobs, estimates. Header & sidebar - View balance, lifetime value, and open job/invoice counts. Copy phone, email, and address from the contact card. Send portal magic links, AR statements, and pricing tables (where enabled). Merge or edit the customer from Actions. Tabs (primary row) Tabs (More menu) AI insights - When OpenAI is connected under Settings to Integrations. Without OpenAI, the card prompts you to configure the integration. Google Maps (optional) for property map and geocoding on addresses. OpenAI API key in Settings to Integrations for live AI insights (not required to use other tabs). Go to Customers and open a record. Scan the stat cards for open balance and active jobs. Use Jobs, Invoices, and Estimates tabs for linked records. Open Activity for a chronological timeline. /customers/:id step 5 is Review a customer's full history.

Overview

Open any customer from Customers to reach /customers/:id. The page combines a financial summary, contact sidebar, AI insights (when configured), and tabbed sections for operational data.
Related walkthrough on this page: create and review a customer.

How to access

  • Customers → click a customer row → /customers/:id
  • From jobs, estimates, or invoices: follow the customer link on those records
  • Customer workspace modal variants may embed the same content in other flows

How do you view balance, lifetime value, and open job/invoice counts?

View balance, lifetime value, and open job/invoice counts.
Header & sidebar
  • View balance, lifetime value, and open job/invoice counts.
  • Copy phone, email, and address from the contact card.
  • Send portal magic links, AR statements, and pricing tables (where enabled).
  • Merge or edit the customer from Actions.
Tabs (primary row)
TabStatus
OverviewLive — contacts, addresses, property map, recent activity
JobsLive — list with links to /jobs/:id
InvoicesLive — balances and links to /invoices/:id
EstimatesLive — status and links to /estimates/:id
PhotosLive — customer uploads and job photos
NotesLive — internal notes
Tabs (More menu)
TabStatus
MaintenanceLive — recurring maintenance schedules
ActivityLive — timeline of jobs, invoices, estimates
ReviewsLive — customer review data when available
Archived DataLive — imported/archived records
EquipmentCOMING SOON — placeholder UI only, not wired to the API
AI insights
  • When OpenAI is connected under Settings → Integrations, the AI Insights card loads entity-specific suggestions for the customer.
  • Without OpenAI, the card prompts you to configure the integration.

Prerequisites

  • customers:view permission.
  • Google Maps (optional) for property map and geocoding on addresses.
  • OpenAI API key in Settings → Integrations for live AI insights (not required to use other tabs).

Step-by-step

Review a customer's full history

  1. Go to Customers and open a record.
  2. Scan the stat cards for open balance and active jobs.
  3. Use Jobs, Invoices, and Estimates tabs for linked records.
  4. Open Activity for a chronological timeline.
  5. Add Notes for internal team context.

Start work from a customer

  1. On the customer detail page, use New Job (opens the new job flow).
  2. Or create an estimate from related actions / estimate list filtered by customer.

Merge from detail

  1. Actions → Merge customer.
  2. Search for the target customer and confirm.
See Customer Management for merge behavior.

Example: one household, three open records

Dispatch opens Maria Alvarez from Customers. The header shows her balance, lifetime value, and how many jobs and invoices are still open. The contact card has the phone, email, and service address; staff copy those instead of retyping them into a text. Overview lists contacts, addresses, the property map when Google Maps is configured, and recent activity. Jobs, Invoices, and Estimates are the live lists, each row linking to /jobs/:id, /invoices/:id, or /estimates/:id. Photos holds customer uploads and job photos. Notes is internal and is not the customer-facing portal message.
More → Activity is the chronological mix of jobs, invoices, and estimates. Maintenance is where recurring maintenance schedules for this customer live. Reviews shows review data when the business has it. Archived Data is imported history, not a second CRM. Equipment is still a placeholder with sample rows and a COMING SOON banner. Do not record serial numbers there and expect them to save to the API.
New Job starts a job with this customer already selected. An estimate is started from the estimate tools, not by pretending the Equipment tab is a quote. Actions → Merge customer is the same merge as the customer list: pick the record to keep. Edit, merge, new job, portal magic links, AR statements, and pricing tables are the actions that are actually wired. Buttons that wear a COMING SOON style do not complete a backend workflow.
AI Insights only loads suggestions after OpenAI is connected under Settings → Integrations. With no key, the card tells you to configure the integration. The rest of the page works without it. A user with only customers:view can read the record. Creating the job still depends on job permissions, and sending a portal link depends on the portal being enabled for the business.

Current limitations

  • Equipment tab shows sample data with a COMING SOON banner — do not rely on it for production equipment tracking.
  • Some sidebar action buttons use COMING SOON styling where the backend workflow is not finished; live actions are Edit, Merge, New Job, and communication tools that are enabled for your account.
  • AI insights require OpenAI; the card is informational until configured.

Roadmap

  • Equipment tracking wired to real customer/property data.
  • Expanded AI follow-up and win-back actions from the insights card.

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