Customer Profile

CUST-DEMO-001

Customer & Property

Name * Business Name Phone Number * Property Address * City

StateZIP

EmailTerritory / Route Zone Email Marketing Preference Do not send this customer bulk/marketing emails

Price Quoted Quote Date Service Status Staff Notes

These fields appear prominently inside the mobile Crew App before an employee starts work.

Crew Instructions Access Notes Gate / Access Code Pets / Animals Hazards / Safety Notes Property Latitude Property Longitude

Weekly, biweekly, and one-time visits for this property.

Frequency	Service	First Date	Season End	Price
Weekly	Lawn Mowing	2026-11-09	2027-02-10	$65	Edit / Calendar

1 invoice • Open balance $65.00

Invoice	Date	Total	Balance	Status
INV-DEMO-1001	2026-11-06	$65.00	$65.00	Sent	Open

Private customer link for upcoming service, invoices, payments and service requests.

Upload JPG, PNG, or WEBP images. Photos are stored in the protected staff data area and are only displayed after staff login.

Add Property Photos

This permanently removes the customer profile and its protected property photos. Saved Smart Quote estimate records are not deleted.