Customer History
The customer detail page provides a comprehensive view of your complete relationship with each contact, including all associated projects, billing records, and communication history. This centralized information helps you deliver better service and make informed business decisions.
Customer Details
Project History
The project history section displays all proposals and projects associated with a customer. Each project entry shows the project status, location, well type, and completion date. This historical view helps you quickly understand the scope of your relationship with the customer and reference past work when discussing new projects.
Clicking on any project in the history list opens the full project details, allowing you to review specifications, view well logs, access field reports, and examine all related documentation. This quick access is particularly valuable when a customer calls with questions about a previous project.
Project Count Display
At the top of the customer detail page, the project count badge shows how many total projects are associated with this contact. This at-a-glance metric helps you identify your most valuable customers and understand the depth of each business relationship. High project counts might indicate opportunities for customer loyalty programs or preferential scheduling.
Billing History
While detailed billing information lives in the invoicing system, the customer page provides quick access to billing-related data. You can see outstanding balances, recent payments, and billing contact information all in one place. This consolidated view makes it easy to address billing questions during customer communications.
For customers with multiple contact persons, the billing email designation ensures invoices reach the correct recipient. The customer page clearly displays which email address is configured for billing purposes, preventing confusion and ensuring timely payment.
Communication Log
The notes section serves as a communication log where you can document customer interactions, preferences, and important details. Add notes about phone conversations, special requests, site access instructions, or any information that will help your team provide better service on future projects.
These notes are visible to all team members who access the customer record, ensuring consistent communication and service quality across your entire organization. Well-documented customer notes prevent misunderstandings and demonstrate your attention to detail.
Contact Person Management
For business contacts, the customer page displays all associated contact persons with their specific roles and contact information. You can see who handles different aspects of the relationship, such as project scheduling, technical questions, and billing matters. This organization ensures your team always knows who to contact for specific issues.
Geographic Information
When a customer has latitude and longitude coordinates associated with their address, the customer page can display a map showing their location. This geographic information helps with project planning, travel time estimation, and identifying other nearby projects or resources.
Viewing Customer Details
Access the customer detail page by clicking on any contact in the Rolodex list. The page opens with all sections expanded, providing immediate access to the full customer profile. Navigation buttons at the top of the page allow you to return to the Rolodex list or move directly to editing the customer information.
Historical Value
Maintaining accurate customer history creates value that grows over time. As your relationship with a customer develops across multiple projects and years, the historical record becomes an increasingly valuable asset. It enables data-driven decisions about customer relationships, helps identify trends and opportunities, and provides context that improves service quality and customer satisfaction.