Customers / Customer 360 Premium
Customer 360 Premium
Single customer source of truth for bookings, money, quality, documents, rewards, communications, and retention.
AT
Ava Thompson
(832) 110-0444 · ava.thompson@example.test
1620 Market Center Blvd, Katy, TX 77094
One-TimeOne-Time
Customer Health Score
94/100
Payment, quality, retention, communication, and frequency health.
Lifetime Value
$360.00
Pulled from Financial Command Center.
Open Balance
$0.00
Must stay synced with Financial.
Reward Points
0
Starter loyalty tier.
Total Bookings
1
Upcoming, completed, cancelled, and re-cleans.

Customer Snapshot

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

Customer SinceMarch 2022
TypeOne-Time
FrequencyOne-Time
Next Service
Last Service06/18/2026

Upcoming Bookings

DateArrival WindowServiceTeamStatusActions

Booking History

DateServiceTeamStatusAmountActions
06/18/2026Deep CleaningTeam BCompleted$360.00Open Rebook

Financial Center

Lifetime Revenue$360.00
Open Balance$0.00
Last Payment$360.00
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 CardVisa ****4242
Saved Cards1
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

Visa ****4242Expiration: 8/2028
Processor: Stripe
Status: Active
Saved

Rewards & Loyalty

Current Points0
Lifetime Points0
Loyalty TierStarter

Redemption History

DateMemoPoints

Documents Center

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

DocumentTypeVisibilityUploadedUploaded ByActions

Communications Timeline

SMS

Communication Actions

Send SMSSend Email

Unified Customer Timeline

Customer seeded 06/24/2026
Saved
Booking Completed 06/24/2026
Completed

Quality Center

DateTypeStatusMemoActions

Retention Center

Retention Score94/100
Cancellation RiskLow
Price SensitivityNormal
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
Pets
Alarm Code
Gate Code
Special Instructions

Customer Protection

StatusClear
BlacklistNo active ban
AuditNo protection actions recorded