---
title: "Configure the Customer Record Summary section"
slug: "configure-the-customer-record-summary-section"
updated: 2026-10-15T00:26:53Z
published: 2026-10-15T00:26:53Z
canonical: "help.servicetitan.com/configure-the-customer-record-summary-section"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure the Customer Record Summary section

## 

## Overview

Configure the *Customer Summary* section to fit your business needs by choosing to show or hide the *Lifetime Revenue* and *Avg. Job Total*. From the same settings, you can also select to show the *Job Summary* instead of the invoice summary on the *Jobs* table.

---

### 

****Who uses this feature****

- Administrators
- Applies to all business types
- Applies to all trades

## 

## Hide Lifetime Revenue

1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D).
2. In the side panel, go to **Operations** **>** **Customer**.
3. Turn off the **Lifetime Revenue card** toggle.
4. When finished, click **Save**. ![Settings for customer summary cards including lifetime revenue and average job total options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-customer-record-summary-section-image-ym733txa.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D)

## 

## Hide Average Job Total

1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D).
2. In the side panel, go to **Operations** **>** **Customer**.
3. Turn off the **Average Job Total card** toggle.
4. When finished, click **Save**. ![Settings page showing options for Average Job Total card and dispatch fee threshold.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-customer-record-summary-section-image-jmwjxkz1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D)

## 

## Enable Job Summary

By default, the invoice summary is shown on the *Jobs* table on the *Customer* and *Location* records. To display the job summary instead of the invoice summary:

1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D).
2. In the side panel, search for or go to **Operations** **>** **Customer**.
3. Turn on the **Always Show Job Summary Card** toggle. ![Settings page showing options for dispatch fee and job summary display toggle.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-customer-record-summary-section-image-wqskm5kk.jpg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D)
4. When finished, click **Save**.

The *Summary* column in the *Jobs* table now shows the job’s summary.

![Summary of jobs](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-customer-record-summary-section-image-dc9vbxm9.jpg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D)

## 

## Want to learn more?

- See the [Customer and Location Records](/construction/docs/customer-and-location-records-home)
- See the [Settings](/construction/docs/settings-home)

A physical service address associated with a customer, containing all jobs, equipment, and history for that property.

**What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site.

**Also called:** Service address, Property record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)