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Customer Profiles

Every customer in Pipeline has a detailed profile page where you can view their information, activity, invoices, files, and history.

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Accessing a Customer

Click on a customer name from any job, invoice, or search result to open their profile page.

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Profile Header

The header displays:
  • Customer reference and name
  • Phone number (Contact 1)
  • Email address (Contact 2)
  • Billing address (formatted)

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Profile Tabs

Screenshot: A customer profile page showing the header with customer name, phone, email, and billing address, and the four tabs (Activity, Invoices, Files, History) with the Activity tab selected showing the timeline.
The customer profile has four tabs: Activity Tab Shows a timeline of all customer interactions using a visual timeline component. This includes jobs, quotes, communications, and other transactions - giving you a complete picture of your relationship with the customer. Invoices Tab Displays a table of all financial transactions for the customer, including:
  • Invoice references and amounts
  • Invoice status
  • Payment history Click any invoice to view its full details.
Files Tab Manage documents associated with this customer:
  • Upload - Drag and drop files or click to browse
  • File List - View all uploaded files with options to preview, download, or delete Supports images, PDFs, and other document types.
History Tab A complete audit trail showing every change made to this customer record:
  • Object type and record type (Create, Edit, Delete)
  • Description of what changed
  • Who made the change
  • Date and time Expand any entry to see detailed change information.