Every shortcut behind the ⚡ ACTIONS button in the customer header, and what each one does.
The ⚡ ACTIONS menu in the customer header is the fastest route to almost anything you do with a customer. Instead of hunting for the right tab, open the menu and fire the action — it works from every tab because the header is always on screen.
WHERE: CUSTOMERS → open a customer → `⚡ ACTIONS` in the header
§What each action does
| Action | What happens |
|---|---|
| CALL | Calls the customer using the number on file. |
| VOICEMAIL | Appears only when unheard voicemails are waiting — the entry shows the count ("2 new · tap to review") and opens them. |
| TEXT | Opens the text thread with the customer. |
| Starts an email to the customer. | |
| OPEN PORTAL | Opens the customer’s homeowner portal so you see what they see. |
| CAPTURE PHOTOS | Jumps straight into photo capture for this customer. |
| RECORD VIDEO | Records video for this customer. |
| NEW ESTIMATE | Starts a new estimate. |
| NEW INVOICE | Starts a new invoice. |
| SEND FOR SIG | Opens the send-for-signature flow to get a document signed. |
| ADD NOTE | Posts an internal note without leaving your current tab. |
| SCHEDULE | Opens scheduling for this customer. |
| + ADD JOB | Adds another job to this customer. |
| + ADD REP | Assigns another rep to this customer. |
| ARCHIVE / RESTORE | Archives the customer out of the everyday list, or restores an archived one. |
§When actions appear or grey out
- ◆
VOICEMAILshows up only while this customer has unheard voicemails, and drops out of the menu once you have reviewed them. - ◆Actions grey out instead of failing when the record is missing what they need —
No phone on filedisables calling and texting, andNo email on filedisables email. Add the missing detail with the header✎edit control and the actions light up. - ◆
ARCHIVEis hidden from field reps — archiving and restoring customers is left to admin and office roles.
§Good habits
- ◆Use
CAPTURE PHOTOSfrom the driveway — it lands the photos on the right customer automatically, so nothing ends up in your camera roll unattached. - ◆Reach scheduling either here or via the header
📅button — both open the same Customer Schedule sheet. - ◆Use
+ ADD JOBinstead of creating a second customer record when the same homeowner has new work.
§Share a record with a teammate
Beyond this menu, most records on a customer can be handed straight to a teammate. Photos, documents, contracts, work orders, estimates, invoices, and payments all carry a share-to-teammate action — on a single item or a multi-select. Pick the teammates, add a note if the item needs context, and send: each person gets a notification that links directly to what you shared.
◆ NOTE
The
TEXT action opens a real text conversation only when your company has the Phone add-on; see "Text a customer" in the Texts, Email + Alerts category.◆ HEADS UP
ARCHIVE hides the customer from the default list view. Nothing is deleted — flip the archive toggle on the customer list to find them again, then use
RESTORE.