Customers / Customer 360 Premium
Customer 360 Premium
Single customer source of truth for bookings, money, quality, documents, rewards, communications, and retention.
AF
ADALBERTO F GARCIA TORRES
3462510052 · FLIXTRZ@GMAIL.COM
618 TWIN OAKS ST
RecurringRecurringVIP
Customer Health Score
80/100
Payment, quality, retention, communication, and frequency health.
Lifetime Value
$1,469.03
Pulled from Financial Command Center.
Open Balance
$135.00
Must stay synced with Financial.
Reward Points
135
Gold loyalty tier.
Total Bookings
3
Upcoming, completed, cancelled, and re-cleans.

Customer Snapshot

Customer since, frequency, lifetime value, open balance, and service status.

Customer SinceMarch 2022
TypeRecurring
FrequencyRecurring
Next Service
Last Service06/20/2026

Upcoming Bookings

DateArrival WindowServiceTeamStatusActions
06/20/20268:00 AM - 10:00 AMStandard CleaningUnassignedUpcomingOpen Dispatch

Booking History

DateServiceTeamStatusAmountActions
05/18/2026Deep CleaningTeam ACompleted$275.00Open Rebook
04/10/2026Move Out CleaningTeam BCancelled$425.00Open Rebook

Financial Center

Lifetime Revenue$1,469.03
Open Balance$135.00
Last Payment$0.00
Failed Payments0
Credits$0.00
Refunds$0.00
Gift Cards$0.00
Referral Credits$0.00

Customer Payment Center

Saved cards, default card, imported Stripe/Square cards, payment method matching, and future-booking reuse live on this customer profile.

Default CardNo default card
Saved Cards0
Storage RuleTokenized metadata only. Never raw card numbers or CVV.
SyncBooking, Financial, Customer Portal, Payment Command Center, Timeline, Audit Logs.
Jarvixx uses the tenant default payment processor behind the scenes. Staff see brand, last 4, expiration, processor, and default status only.
Stripe Terminal Reader
This customer uses the tenant default credit card terminal selected in signup/settings. Stripe Terminal and Square Terminal use different reader hardware, so Jarvixx only shows the active default. Raw swipe, chip, tap, magnetic stripe, card number, and CVV data are never stored.

Saved Payment Methods

No saved payment methods yet. Use Add Card Link or Import Cards after Stripe/Square is connected. Raw card numbers are never stored.

Rewards & Loyalty

Current Points135
Lifetime Points135
Loyalty TierGold

Redemption History

DateMemoPoints

Documents Center

Upload contracts, estimates, invoices, photos, damage claim files, PDFs, and checklists with visibility permissions.

DocumentTypeVisibilityUploadedUploaded ByActions

Communications Timeline

SMS 06/12/2026
Customer asked about deep cleaning quote.

Communication Actions

Send SMSSend Email

Unified Customer Timeline

Booking Upcoming 06/20/2026
Standard Cleaning
Booking Completed 05/18/2026
Deep Cleaning
Booking Cancelled 04/10/2026
Move Out Cleaning
Invoice Paid 05/18/2026
$275.00
Invoice Pending 06/20/2026
$135.00

Quality Center

DateTypeStatusMemoActions

Retention Center

Retention Score80/100
Cancellation RiskLow
Price SensitivityReview
Last Price Increase

AI Recommendation

Keep booking, quality, communication, and financial activity synced from this Customer 360 record.

Referral Center

Referral Code
Referrals Sent0
Referral Revenue$0.00
Credits Earned$0.00

Smart Pricing History

DatePreviousNewReasonSmart Pricing Grade

Workforce Notes

Preferred Team
Avoid Team
PetsDog - friendly
Alarm CodeRestricted - manager only
Gate Code
Special InstructionsCall 30 minutes prior. Gate code on file.

Customer Protection

StatusClear
BlacklistNo active ban
AuditNo protection actions recorded