Customer History
The customer detail page provides a complete 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.
Go to Rolodex
Search or scroll to find customer
Click customer row to open details
View projects, billing, and notes
Section Information Shown Contact Info Name, phone, email, address Project History All associated projects Billing Summary Outstanding balances, recent payments Notes Communication log and special instructions Contact Persons Secondary contacts for business accounts Location Map Geographic position (if coordinates set)
Column Description Project Status Current state (Proposal, Open, Completed) Location Project site address Well Type Residential, Commercial, Agricultural, etc. Completion Date When project was finished
Step-by-Step: Access Project History
Open customer detail page
Scroll to Project History section
View all associated projects
Click any project to open full details
What You Can Do from Project History
Action How View project details Click project row Review specifications Open project, check details tab Access well logs Open project, go to Well Log tab See field reports Open project, go to Activity tab Check documentation Open project, view attachments
When a customer calls about a previous project, quickly access their history to find the specific well, completion date, and any documentation—without asking them to look up details.
Badge Shows What It Means 1 project New customer 5-10 projects Regular customer 10+ projects Loyal/high-value customer
Use Project Count For:
Identifying your best customers
Prioritizing scheduling for repeat customers
Evaluating customer loyalty programs
Understanding relationship depth
Quick Billing View
Information Where to Find Outstanding balance Billing section summary Recent payments Payment history list Billing email Contact details Invoices Link to invoice list
Step-by-Step: Check Billing Status
Open customer detail page
View Billing section
See outstanding balance at top
Review recent payment activity
Click View Invoices for full list
Scenario What Happens Billing email set Invoices go to billing email No billing email Invoices go to primary email Multiple contacts Specify billing person's email
Verify the billing email is correct before sending invoices. For business accounts, the billing contact is often different from the project contact.
What to Document
Type Example Phone calls "1/15 - Discussed project timeline, prefers morning work" Special requests "Gate code: 1234" Preferences "Prefers text messages over calls" Site access "Access via back road, see attached map" Historical context "Previous well was 220ft, hit bedrock at 180ft"
Step-by-Step: Add a Note
Open customer detail page
Scroll to Notes section
Click in the notes field
Type your note with date
Click Save
Best Practices for Notes
Do Don't Date your entries Leave undated notes Be specific and factual Use vague descriptions Include actionable details Write novels Note communication preferences Assume everyone remembers
For Business Accounts
Role Example Contact Primary contact Project manager Billing contact Accounts payable Technical contact Site supervisor Decision maker Owner/principal
Open customer detail page
Find Contacts section
See all associated persons
Each shows name, role, phone, email
For Contact Scheduling Project manager Invoice questions Billing contact Technical issues Site supervisor Contract changes Decision maker
Map Display
When customer has coordinates:
Map shows customer location
Helps with travel planning
Identifies nearby projects/resources
Step-by-Step: View Location
Open customer detail page
Scroll to map section
Click to expand map
Get directions or estimate travel time
Uses for Geographic Data
Purpose Benefit Route planning Efficient crew scheduling Travel time Accurate scheduling estimates Nearby projects Combine site visits Pump installer referrals Find closest installers
From Rolodex
Navigate to Rolodex
Search or scroll to find customer
Click anywhere on customer row
Detail page opens immediately
Quick Navigation
Button Action Back to Rolodex Return to contact list Edit Modify customer information New Project Create project for customer
Can't find customer's project history?
Verify correct customer record open
Check if project was linked to different contact
Search by project address instead
Billing section empty?
No invoices created for customer yet
Invoices may be linked to different contact
Check builder vs owner linking
Notes not saving?
Click Save after entering notes
Check for browser connection issues
Try refreshing and re-entering
Missing contact persons?
Add via Edit contact
Use "Add Contact" button
Ensure contact type is Business
Map not showing?
Address may not have valid coordinates
Edit contact to verify address
System geocodes addresses automatically