Like jobs, every customer carries a next move — and it says why, not just what. The server works it out, so the list row, the customer page and the peek always agree.
What It Tells You
The Next action band at the top of the customer page names the one thing to do: collect a deposit, send a proposal, bill finished work, present a proposal for signature, book a follow-up, ask for a referral, or keep in touch. Overdue and due-now moves are marked. Office members without money access get the next step that isn't about money instead of no band.
The Customer Page
Everything stays where it was: the name, tags (＋ Tag to add one), the money line, the Next action band and the four groups of actions — Work, Sell & bill, Reach and Account — with the pinned bar when you scroll.
- Reach: with more than one person or property, Call and Directions ask which one.
- Account: Add property and Tags sit beside Edit customer; More holds Share contact, Request a review, Sync to QuickBooks, Merge with…, Archive and Delete.
- Jobs are grouped under the property they belong to. Right-click a job for New proposal for this job.
- The record lists each property with its label and site notes (gate codes, pets, parking) and Directions.
- People shows every phone and email, and who asked for no texts.
- Contact preferences shows what this customer agreed to hear. Marketing texts stay off until they say yes, and changing one switch changes only that switch.
For the Crew
Field members and collaborators don't open the customer book. On their own job they get a contact card: who to ask for, Call, Text (unless they asked for no texts), Directions, and the site notes.