See a customer's whole story in Customer 360

Customer 360 is the single screen that pulls together everything about one account: money, water chemistry, equipment, notes, service history, and the photo timeline from the field.

Where: Customers list -> click any customer (or press Ctrl+K, search, and pick the customer)

1. Open the Customers list and click the customer's card. Or press Ctrl+K, type a name/phone, and select them.
2. Read the top strip: lifetime revenue, current balance, customer-since, last review, and next visit at a glance.
3. Use the quick actions at the top to Schedule job, Message, open the portal, or Edit without leaving the account.
4. An inactive account is labeled at the top and cannot schedule new work. Its history, statements, and open balances remain available; use Edit to reactivate it.
5. Scroll through the two-column workspace - pools and history stay on the left; billing, membership, estimates, and notes stay on the right.
6. Check Customer History at the bottom for the full timeline of visits, texts, payments, and service photos.
7. Tap any photo thumbnail to open it full-screen; tap the backdrop or press Escape to close.
8. Press Escape after a nested action to return to the same Customer 360 record instead of losing your place.