Customers & Sales | Workspace
Use Customer 360, assets, addresses, and tax
Keep properties, equipment, contact details, tax rules, notes, and service history connected to the correct customer.
Sign in to your company workspace to use the related controls.
What this section includes
- Customer 360 timeline
- Service and billing addresses
- Customer assets and equipment
- Tax-rate lookup
- Notes and history
Start-to-finish instructions
Find the customer first
Search by name, phone, email, or address before creating a new record.
Open Customer 360
Review the identity, contact preferences, addresses, leads, estimates, bookings, jobs, invoices, and messages.
Add properties and assets
Record each service location and important equipment details such as model, serial number, warranty, and install date.
Check tax settings
Confirm the service address and review the calculated or configured tax rate before quoting or invoicing.
Record the next action
Add a clear note or create the next estimate, booking, job, invoice, or message from the customer context.
What success looks like
- All work history is attached to one customer.
- The correct service address and tax treatment appear on new transactions.
Common problems
- Merge or correct duplicates before sending customer links.
- If tax is unexpected, verify the address and company tax settings before manually changing a transaction.