The Customer Card: Overview

Summary

Many details about each customer, including contact information, billing, appointment history, invoices, documents, service subscriptions, and much more is available on the Customer Card. Multiple tabs concentrate information into a number of areas that can be added, reviewed, and updated to provide a comprehensive paperless view of the all details related to customers.

Customer Card Overview Video

Account Overview

• Customer Since: Shows the date the Customer was created.
• Completed Services: Shows the number of completed subscription services, services, and other services.
• Contract Remaining: Shows the remaining days on the contract.
• Last Completed: Shows the date of the last completed appointment.
• Next Service: Shows the date of the next service for each service.
• Recent Re-services: Shows the date and reason for recent reservices.
• Account Balance: Shows the balance of the customer’s account.
• Account Age: Shows the age of the account.
• A/R Turnover: The A/R Turnover is the average amount of time in days that it takes for a customer to pay the full balance on their account.