C
Customer
CustomerOne-TimeAt Risk
Customer Health Score
88/100
Payment, quality, retention, communication, and frequency health.
Lifetime Value
$0.00
Pulled from Financial Command Center.
Open Balance
$0.00
Must stay synced with Financial.
Reward Points
0
Silver loyalty tier.
Total Bookings
5
Upcoming, completed, cancelled, and re-cleans.
Customer Snapshot
Customer since, frequency, lifetime value, open balance, and service status.
| Customer Since | March 2022 |
| Type | Customer |
| Frequency | One-Time |
| Next Service | - |
| Last Service | - |
Upcoming Bookings
| Date | Arrival Window | Service | Team | Status | Actions |
|---|---|---|---|---|---|
| 06/29/2026 | 8:00 AM - 10:00 AM | Recurring Maintenance Cleaning | Team 2 | Upcoming | Open Dispatch |
Booking History
| Date | Service | Team | Status | Amount | Actions |
|---|---|---|---|---|---|
| 06/15/2026 | Recurring Maintenance Cleaning | Team 2 | Completed | $185.00 | Open Rebook |
| 06/01/2026 | Recurring Maintenance Cleaning | Team 1 | Completed | $185.00 | Open Rebook |
| 05/18/2026 | Recurring Maintenance Cleaning | Team 2 | Cancelled | $0.00 | Open Rebook |
| 05/04/2026 | Re-clean Follow Up | Supervisor Route | Re-clean | $0.00 | Open Rebook |
Financial Center
| Lifetime Revenue | $0.00 |
| Open Balance | $0.00 |
| Last Payment | $185.00 |
| Failed Payments | 0 |
| Credits | $25.00 |
| Refunds | $0.00 |
| Gift Cards | $50.00 |
| Referral Credits | $35.00 |
Rewards & Loyalty
| Current Points | 0 |
| Lifetime Points | 320 |
| Loyalty Tier | Silver |
Redemption History
| Date | Memo | Points |
|---|---|---|
| 05/01/2026 | Redeemed add-on credit | 250 |
| 03/15/2026 | Birthday bonus | 100 |
Documents Center
Upload contracts, estimates, invoices, photos, damage claim files, PDFs, and checklists with visibility permissions.
| Document | Type | Visibility | Uploaded | Uploaded By | Actions |
|---|---|---|---|---|---|
| Service Agreement.pdf | Contract | Customer Visible | 06/01/2026 | Office | |
| Before After Photos.zip | Photos | Internal Only | 06/15/2026 | Team 2 | |
| Damage Claim Photos.pdf | Damage Claim | Quality Only | 05/04/2026 | Supervisor | |
| Invoice INV-1042.pdf | Invoice | Financial Only | 06/29/2026 | Jarvix |
Communications Timeline
SMS 06/24/2026 09:12 AM
Appointment reminder sent.
Email 06/21/2026 03:44 PM
Customer asked about adding inside fridge.
Internal Note 06/15/2026 12:05 PM
Team reported pets were secured.
Call 05/04/2026 02:40 PM
Quality follow-up completed.
Communication Actions
Unified Customer Timeline
Upcoming booking scheduled 06/29/2026
Booking
Appointment reminder sent 06/24/2026
Communications
Payment captured 06/15/2026
Financial
Service completed 06/15/2026
Dispatch
Re-clean resolved 05/04/2026
Quality
Reward points redeemed 05/01/2026
Rewards
Document uploaded 04/18/2026
Documents
Quality Center
| Date | Type | Status | Memo | Actions |
|---|---|---|---|---|
| 05/04/2026 | Re-clean | Resolved | Bathroom detail follow-up. | Open Quality |
| 04/18/2026 | Supervisor Inspection | Passed | Checklist completed. | Open Quality |
Retention Center
| Retention Score | 88/100 |
| Cancellation Risk | Low |
| Price Sensitivity | Medium |
| Last Price Increase | 01/01/2026 |
AI Recommendation
Offer loyalty add-on before next price audit.
Referral Center
| Referral Code | CUSTOMER25 |
| Referrals Sent | 3 |
| Referral Revenue | $740.00 |
| Credits Earned | $35.00 |
Smart Pricing History
| Date | Previous | New | Reason | Smart Pricing Grade |
|---|---|---|---|---|
| 01/01/2026 | $165.00 | $185.00 | Labor and route cost update | A- |
| 07/01/2025 | $150.00 | $165.00 | Recurring price audit | B+ |
Workforce Notes
| Preferred Team | Team 2 |
| Avoid Team | None |
| Pets | Small dog, friendly |
| Alarm Code | Restricted - manager only |
| Gate Code | Restricted - manager only |
| Special Instructions | Use side gate. Customer prefers text before arrival. |
Customer Protection
| Status | Clear |
| Blacklist | No active ban |
| Audit | No recent protection actions |