Configure the Customer Record Summary section

  • Updated on Mar 27, 2026
  • Published on Feb 20, 2026
  • 1 minute(s) read
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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 . 

  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.

Hide Average Job Total

  1. Go to the top toolbar and click Settings . 

  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.

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 .

  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.

  4. When finished, click Save.

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

Summary of jobs

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