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Profile

Customer contact and property edits update the linked customer record used by their jobs.

Customer Phone Street address City Area Day Work title

Customer details

Shared by this customer's jobs. Customer status changes only when you change it here.

Customer status Contact preference Email Billing address

Add a secondary contact

Name Relationship Phone Email

Add a customer note

State Postcode Property access notes

Assigned installers / additional installers Ben Wright Christian Amondson Daniel Jorge Kadence Kathleen Katie Mark Patrick

Leave unchecked to assign later.

Product Product Other — describe the product

Quantity Fabric type

Description / shape Sail shade needs posts or brackets fabricated

Add another product

Additional product Product Other — describe the product

Quantity Fabric type

Description / shape Sail shade needs posts or brackets fabricated

Additional product Product Other — describe the product

Quantity Fabric type

Description / shape Sail shade needs posts or brackets fabricated

Additional product Product Other — describe the product

Quantity Fabric type

Description / shape Sail shade needs posts or brackets fabricated

Notes

⚠ High-alert note — read first

Installation instructions Special notes for the crew

Kit is added the night before, on the job. Ben owns sign-off.

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