LW
Lucas Walker
One-TimeOne-Time
Customer Health Score
94/100
Payment, quality, retention, communication, and frequency health.
Lifetime Value
$410.00
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 Since | March 2022 |
| Type | One-Time |
| Frequency | One-Time |
| Next Service | — |
| Last Service | 06/21/2026 |
Financial Center
| Lifetime Revenue | $410.00 |
| Open Balance | $0.00 |
| Last Payment | $0.00 |
| Failed Payments | 0 |
| 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 Card | No default card |
| Saved Cards | 0 |
| Storage Rule | Tokenized metadata only. Never raw card numbers or CVV. |
| Sync | Booking, 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.
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 Points | 0 |
| Lifetime Points | 0 |
| Loyalty Tier | Starter |
Redemption History
| Date | Memo | Points |
|---|
Documents Center
Upload contracts, estimates, invoices, photos, damage claim files, PDFs, and checklists with visibility permissions.
| Document | Type | Visibility | Uploaded | Uploaded By | Actions |
|---|
Communications Timeline
Communication Actions
Unified Customer Timeline
Customer seeded 06/24/2026
Saved
Booking Cancelled 06/24/2026
Cancelled
Quality Center
| Date | Type | Status | Memo | Actions |
|---|
Retention Center
| Retention Score | 94/100 |
| Cancellation Risk | Low |
| Price Sensitivity | Normal |
| Last Price Increase |
AI Recommendation
Keep booking, quality, communication, and financial activity synced from this Customer 360 record.
Referral Center
| Referral Code | |
| Referrals Sent | 0 |
| Referral Revenue | $0.00 |
| Credits Earned | $0.00 |
Smart Pricing History
| Date | Previous | New | Reason | Smart Pricing Grade |
|---|
Workforce Notes
| Preferred Team | |
| Avoid Team | |
| Pets | |
| Alarm Code | |
| Gate Code | |
| Special Instructions |
Customer Protection
| Status | Clear |
| Blacklist | No active ban |
| Audit | No protection actions recorded |