Open Customers in the top nav and you get your full list with search, filter chips, and quick actions. Each row shows a status dot, the customer’s type badge, a clickable phone number, email, assigned technician, and any outstanding balance. Try the controls below.
- Use the search box to filter the list by name, email, or phone.
- Click a type chip (Residential, Commercial, Property Mgr) to filter the list.
- Toggle Show Archived to reveal archived customers.
- Find the status dot on any row: green is active, gray is inactive, red is archived.
- Find the orange Add Customer button in the top right.
Sample customer list (interactive when scripts run): Hannah Prescott, Brightline Property Group, Mesa Verde Cafe, and Ray and Lorena Fuentes, with search, type filter chips, and a Show Archived toggle above the table.