◈
CUSTOMERS + TRIAGE
10 GUIDES
The customer list, triage, and the customer workspace.
§ CUSTOMERS + TRIAGE · ★ POPULAR
Customer list: search, sorting, and views
How to find any customer fast with search, triage-first sorting, filter chips, saved views, bulk actions, and CSV export.
4 min
→
§ CUSTOMERS + TRIAGE
Add a customer
Create a new customer, add extra contacts, and keep the header details current.
3 min
→
§ CUSTOMERS + TRIAGE
Triage priorities
What the TRIAGE pill does and how priority ripples through sorting, the knocker map, and your dashboards.
3 min
→
§ CUSTOMERS + TRIAGE · ★ POPULAR
The customer workspace
A guided tour of the 17-tab customer detail screen, its header tools, and how it behaves across jobs.
6 min
→
§ CUSTOMERS + TRIAGE
The quick actions menu
Every shortcut behind the ⚡ ACTIONS button in the customer header, and what each one does.
5 min
→
§ CUSTOMERS + TRIAGE
Overview widgets
Build a per-customer dashboard from ~25 widgets, save layouts as templates, and read the AI banners.
5 min
→
§ CUSTOMERS + TRIAGE
Timeline and activity
Read one chronological feed of everything on a customer, and advance job stages from the tracker above it.
4 min
→
§ CUSTOMERS + TRIAGE
Tasks
Create per-customer to-dos with priorities and due dates, and assign them to teammates or subcontractors.
3 min
→
§ CUSTOMERS + TRIAGE
Notes
Post internal notes with @mentions, attachments, and voice-to-text, pin the important ones, and choose what subs can see.
4 min
→
§ CUSTOMERS + TRIAGE
Jobs on a customer
Run multiple jobs under one customer with the job picker, the job scope banner, and per-job stages.
4 min
→
◆ READY WHEN YOU ARE