Customer Profile Navigation

Download Customer Profile Navigation PDF

Each customer in IndusTrack has a dedicated profile that stores all their information and transaction history. This profile enables both Field Employees and Office Users to access customer data, manage services, and update details easily. Clients can also view certain information via the Client Portal, providing a smooth, centralized experience.

Customer’s Profile and Dashboard

The Dashboard at the top of the customer profile displays essential customer details and account status:

Customer Information: Company name, contact details, billing address, and service location.

Account Overview: Summarizes estimates and invoices, including pending quotes, overdue invoices, and awaiting payments.

Pending Quotes – These are estimates that have been prepared or sent to the customer but no action has been taken.
Invoice Overdue – These are invoices that have gone over the approved payment terms but have not been paid.
Awaiting Payments – These are invoices that are not yet paid but are still within the payment terms.

Use the Back button to return to the Customer Profile list or the Edit Contact button to update the profile.

Assign Tags: Add tags to categorize the customer. You can create new tags directly from the profile or use tags set up in your company settings.

Creating a New Client Tag

Click the tags field.

Scroll down to the bottom of the Tags List and click Create New Tag.

Key in the Tag name on the field and Save.

Managing Customer Details in One Place

The lower half of the profile contains tabs for Location, Estimates, Jobs, Invoices, Equipment, Reminders, Notes, Attachments, Geofences, Messaging, and Contracts.

There is no need to dig deep into piles of paper or computer files to retrieve the customer’s information, records, and documents. No need to have multiple software, too. You can access, create, and manage all of these from the customer’s profile. IndusTrack makes it easy for you.

Below are brief descriptions and functions of the different tabs. To learn more about a specific tab, go to the dedicated article.

Location

Lists all service locations for the customer. If needed, you can add additional service locations. (Note: Billing addresses are not shown here unless added as a service location.)

Estimates

Shows all estimates prepared for the customer. You can create new estimates or manage existing ones.

Jobs

Lists all scheduled jobs for the customer, allowing you to create or update job schedules directly from this tab.

Invoices

Contains all issued invoices for the customer, with options to create and manage invoices.

Equipment

Lists all equipment linked to the customer, including type, model, warranty details, and any descriptions. Equipment tracked from third-party vendors can also be listed here, with warranty expiration reminders.

Reminders

Create reminders for tasks, generating notifications for assigned office users. All reminders appear in the Reminders List.

Notes

Add notes related to customer communication or account details. You can also create site notes for Field Employees, viewable on the IndusTrack mobile app, which may include helpful site-specific information like gate codes or parking instructions.