Customer Profile Navigation
Every customer in IndusTrack has their own profile where all their information and service history is stored. Both Office Users and Field Employees can easily view and manage customer details here. Customers can also view limited info through the Client Portal.
At a Glance: Customer Dashboard
At the top of each customer profile is a quick overview with key information:
🧾 Customer Info
- Company name
- Contact details
- Billing address
- Service location(s)
💼 Account Summary
See what’s going on with estimates and invoices:
- Pending Quotes – Sent to the customer but not yet approved or rejected.
- Overdue Invoices – Past the due date and not paid.
- Awaiting Payments – Not paid yet, but still within the allowed time.
Use the Back button to return to the list of customers.
Click Edit Contact to update customer details.
🔖 Tagging Customers
Tags help you organize and find customers easily.
To add or create a tag:
- Click the Tags field.
- Scroll to the bottom and click Create New Tag.
- Type the tag name and click Save.
🗂 All Customer Info in One Place
The bottom half of the profile has tabs to manage everything for that customer – no need for other software or paper files!
📍 Location
Lists all service locations. (Billing addresses only appear here if added as a location.)
📄 Estimates
View or create estimates for the customer.
📆 Jobs
Manage scheduled jobs – view, add, or update.
💳 Invoices
See all invoices, and create or edit as needed.
🛠 Equipment
Track customer equipment – type, model, warranty, and notes.
You can also list equipment from third-party vendors and get warranty reminders.
⏰ Tasks
Set task reminders for your team. They’ll show up in the Reminders List.
📝 Notes
Add notes for internal use or for Field Employees.
Site notes (like gate codes or parking tips) can be seen in the mobile app.
📎 Attachments
Upload and store files like photos, maps, manuals, or contracts.
These can be shared with Field Employees through the mobile app.
📍 Geofences
Set up custom geofences to get alerts when Field Employees enter or leave job sites.
✉️ Messaging
Send emails directly from IndusTrack.
All messages are saved in this tab.
📃 Contracts
Create and manage Service Agreements and Memberships for each customer.
