Garage Door OS Docs
Customers & CRM

Customer Detail & Workspace

Jobs, estimates, invoices, communications, and AI insights on a customer record.
6 min read

Customer Detail & Workspace

The customer detail page consolidates jobs, billing, communications, and service history. Most tabs are live; a few areas are still preview-only.

Overview

Open any customer from Customers to reach /customers/:id. The page combines a financial summary, contact sidebar, AI insights (when configured), and tabbed sections for operational data.

How to access

  • Customers → click a customer row → /customers/:id
  • From jobs, estimates, or invoices: follow the customer link on those records
  • Customer workspace modal variants may embed the same content in other flows

What you can do today

Header & sidebar
  • View balance, lifetime value, and open job/invoice counts.
  • Copy phone, email, and address from the contact card.
  • Send portal magic links, AR statements, and pricing tables (where enabled).
  • Merge or edit the customer from Actions.
Tabs (primary row)
TabStatus
OverviewLive — contacts, addresses, property map, recent activity
JobsLive — list with links to /jobs/:id
InvoicesLive — balances and links to /invoices/:id
EstimatesLive — status and links to /estimates/:id
PhotosLive — customer uploads and job photos
NotesLive — internal notes
Tabs (More menu)
TabStatus
MaintenanceLive — recurring maintenance schedules
ActivityLive — timeline of jobs, invoices, estimates
ReviewsLive — customer review data when available
Archived DataLive — imported/archived records
EquipmentCOMING SOON — placeholder UI only, not wired to the API
AI insights
  • When OpenAI is connected under Settings → Integrations, the AI Insights card loads entity-specific suggestions for the customer.
  • Without OpenAI, the card prompts you to configure the integration.

Prerequisites

  • customers:view permission.
  • Google Maps (optional) for property map and geocoding on addresses.
  • OpenAI API key in Settings → Integrations for live AI insights (not required to use other tabs).

Step-by-step

Review a customer's full history

  1. Go to Customers and open a record.
  2. Scan the stat cards for open balance and active jobs.
  3. Use Jobs, Invoices, and Estimates tabs for linked records.
  4. Open Activity for a chronological timeline.
  5. Add Notes for internal team context.

Start work from a customer

  1. On the customer detail page, use New Job (opens the new job flow).
  2. Or create an estimate from related actions / estimate list filtered by customer.

Merge from detail

  1. Actions → Merge customer.
  2. Search for the target customer and confirm.
See Customer Management for merge behavior.

Current limitations

  • Equipment tab shows sample data with a COMING SOON banner — do not rely on it for production equipment tracking.
  • Some sidebar action buttons use COMING SOON styling where the backend workflow is not finished; live actions are Edit, Merge, New Job, and communication tools that are enabled for your account.
  • AI insights require OpenAI; the card is informational until configured.

Roadmap

  • Equipment tracking wired to real customer/property data.
  • Expanded AI follow-up and win-back actions from the insights card.

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