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Customer Center

Customer history

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WorkPilot Brief

Good afternoon, Johnny

Customer priorities will appear here.

  • Highest Priority Review customers needing attention first.
  • Next Check upcoming work and open balances.
  • After that Keep customer history clean and up to date.

Customers

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Select a customer

Customer profile, value, balance, jobs, and timeline will appear here.

Status —
Lifetime Value $0
Open Balance $0
Upcoming Jobs 0
Phone
Not provided
Email
Not provided
Address
Not provided

Customer Relationship

Notes, last contact, and follow-up tasks stay tied to this customer.

0 Open Tasks
Select a customer to view follow-up tasks.

Customer Snapshot

Quick overview before diving into details.

Last Contact —
Next Job —
Open Tasks 0
Customer Health
—
Excellent
Select a customer to view health.

Next Best Action

WorkPilot recommends the next customer move based on the relationship snapshot.

Select a customer
Choose a customer to see the recommended next step.

Communication Center

Quick access to customer contact history and common outreach actions.

Last Contact
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Last Quote
—
Last Invoice
—
Preferred Contact
—
Send Quote Send Invoice

Customer History Timeline

Lead Created → Quote Sent → Quote Accepted → Job Scheduled → Contract Signed → Invoice Sent → Invoice Paid

0 Events
Select a customer to view the chronological feed.