CUSTOMERS
Closed and active customer files stay here so staff can search history and reopen the right customer record on the next call.
Live refresh active - waiting for first sync
Route: CUSTOMERS
Last check: pending
Customer Profile
Click a customer to open one history file with contact info, prior work orders, billing state, and server-side notes.
Customer #4
Fleetline Auto
734-555-0108
No Plan On File
Phone734-555-0108
Service PlanNo Plan On File
Jobs On File1
Last Updated2026-05-02 10:03:55
Customer Jobs
Each work order opens its single-job file, so scheduling, workflow, billing, and service-plan notes stay connected.
DS-2418 / 2018 Transit
Shop Intake | Diagnostics | Shop
Open Job File
Customer Snapshot
Live rows from the staging operations tables.
| Customer | Phone | Open Jobs | Last Job | Last Service | Last Status | Billing Handoff | Service Plan | Next Action |
|---|---|---|---|---|---|---|---|---|
| Codex Test Lead | 555-555-5555 | 1 | DS-2427 | Website Quote Request | Awaiting Technician | Pending Service Completion | No Plan On File | Review active job and keep customer updated. |
| Codex Sync Test 010149 | 7345550199 | 1 | DS-2426 | Website Quote Request | Awaiting Technician | Pending Service Completion | No Plan On File | Review active job and keep customer updated. |
| Nora Kent | 734-555-0125 | 1 | JT-2425 | Repair | Ready | Ready To Invoice | No Plan On File | Confirm charges and customer contact before invoice. |
| Jared Cole | 734-555-0122 | 1 | JT-2422 | Shop Intake | Waiting Intake | Pending Service Completion | No Plan On File | Review active job and keep customer updated. |
| Fleetline Auto | 734-555-0108 | 1 | JT-2418 | Shop Intake | Diagnostics | Pending Service Completion | No Plan On File | Review active job and keep customer updated. |
| Logan Perez | - | 1 | JT-2412 | Tow To Shop | Awaiting Technician | Pending Service Completion | No Plan On File | Review active job and keep customer updated. |
| Nina Cooper | - | 1 | JT-2411 | Battery Jump | En Route | Pending Service Completion | No Plan On File | Review active job and keep customer updated. |
| Avery Black | - | 1 | JT-2410 | Tow To Shop | Assigned | Pending Service Completion | No Plan On File | Review active job and keep customer updated. |
Customer
Phone
555-555-5555
Open Jobs
1
Last Job
Last Service
Website Quote Request
Last Status
Awaiting Technician
Billing Handoff
Pending Service Completion
Service Plan
No Plan On File
Next Action
Review active job and keep customer updated.
Customer
Phone
7345550199
Open Jobs
1
Last Job
Last Service
Website Quote Request
Last Status
Awaiting Technician
Billing Handoff
Pending Service Completion
Service Plan
No Plan On File
Next Action
Review active job and keep customer updated.
Customer
Phone
734-555-0122
Open Jobs
1
Last Job
Last Service
Shop Intake
Last Status
Waiting Intake
Billing Handoff
Pending Service Completion
Service Plan
No Plan On File
Next Action
Review active job and keep customer updated.
Customer
Phone
734-555-0108
Open Jobs
1
Last Job
Last Service
Shop Intake
Last Status
Diagnostics
Billing Handoff
Pending Service Completion
Service Plan
No Plan On File
Next Action
Review active job and keep customer updated.
Customer
Phone
-
Open Jobs
1
Last Job
Last Service
Tow To Shop
Last Status
Awaiting Technician
Billing Handoff
Pending Service Completion
Service Plan
No Plan On File
Next Action
Review active job and keep customer updated.
Customer
Phone
-
Open Jobs
1
Last Job
Last Service
Battery Jump
Last Status
En Route
Billing Handoff
Pending Service Completion
Service Plan
No Plan On File
Next Action
Review active job and keep customer updated.
Customer
Phone
-
Open Jobs
1
Last Job
Last Service
Tow To Shop
Last Status
Assigned
Billing Handoff
Pending Service Completion
Service Plan
No Plan On File
Next Action
Review active job and keep customer updated.