My Customers

Overview

The Main Street platform makes it incredibly simple for a business to manage its customers.

My Customers

  • This is the core screen for owners to find any customers in any status they have associated with their company. 
  • also, we can filter by several stages like Job Booked, Job Completed, etc.
  • in order to add a new customer for the specific company, we have the button Add Customer.

Customer Details

  • on the customer details page, we have all the information 
    • All Details: All personal details about the customer.
    • Estimates + Jobs: Get all the details about which job or estimate associated with this customer.
    • Payments: Get all details about Payment details which are associated with this customer.
    • Activity: In this section, you will get all activity which is done by this customer.

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