DESIGN REVIEW — seeded data · your changes save here and are wiped on the next reseed · switch persona

Customer update

CA
Customer updates

Customer updates

Prepared from things that happened on the job. Automatic texts are not enabled. Make the call or send the text through your usual channel, then record the contact here.

You can still log other conversations in the job’s Contact history tab.

REVIEW Walkthrough Household

Job 1026

555-0000 · No preference recorded

Deposit received

Event: Sep 21, 2026, 10:00 AM

Record completed contact

This adds the wording above to Contact history. It does not place a call or send a text.

Dismiss an update that is not needed

Dismissal stays in History and does not record customer contact.