A guided tour of the 17-tab customer detail screen, its header tools, and how it behaves across jobs.
Open any customer and you land in the workspace: one screen that holds everything about that customer — photos, money, messages, contracts, measurements, and an AI assistant that has read all of it. The workspace is identical on web and mobile: the same 17 tabs in the same order, so what you learn on your desk transfers straight to the truck.
§The header
Above the tab strip sits a shared header you see on every tab: contact hero chips with ✎ edit and ADD CONTACT, stat tiles for TYPE / STATUS / LOSS / SOURCE / SINCE, a 🔔 bell, a 📅 schedule button that opens the Customer Schedule sheet, an ✎ edit customer control, the TRIAGE pill, and the ⚡ ACTIONS menu. The header is your constant — whichever tab you are on, calling, scheduling, and editing are one tap up.
§The 17 tabs
| Tab | What it holds |
|---|---|
| OVERVIEW | A widget dashboard you can rearrange, plus AI banners for pending questions and the next best action. See "Overview widgets". |
| ASK REV | A per-customer AI chat that can read every tab and propose actions as one-tap confirm cards. |
| TIMELINE | The job-stage tracker plus one chronological feed of everything that happened. See "Timeline and activity". |
| PHOTOS | Capture, upload, organize, mark up, and share job photos. |
| DOCUMENTS | Upload, scan, and manage documents, with a missing-docs PACKET checklist. |
| CONTRACTS | Send-for-signature contracts with live status, OPEN detail, and REMIND. |
| WORK ORDERS | This customer’s work orders with day tiles, crew or sub assignment, and status. |
| TASKS | Per-customer to-dos with priorities and team or subcontractor assignment. See "Tasks". |
| ESTIMATES/INVOICES | One workspace for estimates and invoices, from + NEW ESTIMATE to $ PAY. |
| PROPOSALS | Block-based proposal drafts you can build, duplicate, and archive. |
| REPORTS | Hail/weather, building code, and damage reports, with PDF export. |
| MEASUREMENTS | Roof measurements: automatic reports, the DIY tracer, imports, and $10 certified orders. |
| FINANCIALS | The money picture — stat tiles, invoices, payments, expenses, change orders, commissions, refunds. |
| MESSAGES | The internal team thread and, with the Phone add-on, the real text-message thread. |
| NOTES | Internal notes with @mentions, attachments, and voice-to-text. See "Notes". |
| NOTIFICATIONS | Your notifications scoped to this customer, with MARK ALL READ. |
| PORTAL | Generate and manage the homeowner’s password-less portal link, with visit analytics. |
Each tab has its own deeper guide in the relevant Help Center category — Photos + Docs, Estimates + Contracts, Invoicing + Payments, Measurements, Portals + Subs, and Rev AI cover the heavyweight tabs in detail.
§Working across jobs
Customers with more than one job route through a job picker when opened, and inside the workspace a job picker row plus a job scope banner let you view ALL JOBS or narrow most tabs to a single job. See "Jobs on a customer" in this category.
ASK REV tab — Rev can read every tab of this customer and point you (or take you) straight there.