The Customers feature in Appliance.io helps you organize, filter, and manage both individual and business clients with ease. From detailed profiles and credit tracking to complete order and quote histories, this tool centralizes all your customer data to help you serve every client better and faster.
📍 Accessing Customers
To begin, open the sidebar and click Customer Hub.
At the top of the page, you’ll see two main tabs:
Individuals – view and manage your one-on-one customers.
Companies (Contractors) – manage business and corporate clients.
On the top-right, you’ll find two key buttons:
Export – export your entire customer list into a CSV file.
Add Customer – add a brand-new customer to your system.
(You can also create a new customer directly while starting a quote.)
🎯 Using Filters to Find Customers
Filters make it easy to locate specific customers or groups based on criteria that matter most.
Available filters include:
Search Bar – find a customer by name, model number, or email.
Search by Billing ZIP – narrow results based on a customer’s billing ZIP code.
Search by Phone Number – quickly locate customers using their contact number.
Customer Type – filter by Luxury, Budget Friendly, or Average.
Source – filter by where the customer made their purchase (e.g., Website or In-Store).
Stage – view customers by their engagement level: Lead, First-time Buyer, or Repeat Customer.
How You Found Us – narrow down customers based on how they discovered your business (if they provided that info).
Ordered During (date range) – find customers who placed orders within a specific time period.
Need a clean slate? Click Reset Filter to clear all filters instantly.
👤 Customer Detail Page
Once you’ve found a customer, click on their name to open the Customer Detail Page.
At the top, you’ll see a row of action buttons:
Changelog – view a full history of changes made to the customer’s information for complete transparency.
New Quote – instantly start a quote using their saved details.
Edit Customer – update contact info, billing details, or any other information.
Archive – remove inactive or duplicate records. (Note: You can’t archive a customer with active quotes or orders.)
🏠 Billing & Delivery Information
This section displays key contact details:
Billing Information – customer’s billing address and payment details.
Delivery Information – manage multiple delivery addresses as needed.
🧑💼 Account Manager
Here you’ll see the assigned account manager for each customer — ensuring consistent communication and stronger client relationships.
💳 Customer Credit
Track financial activity and credit balances easily:
View refunds and withdrawals as credit transactions.
Credits from canceled quotes or orders can be reused for future purchases.
Credits can be refunded via Check, Cash, or AIO Pay (if used for payment).
Click the arrow to expand and view the full credit history.
💰 Used Credit Line
Monitor how much available credit each customer has for new orders.
Click the pencil icon to edit credit limits or update terms.
📝 Customer Profile Notes
Keep important reminders, delivery instructions, or customer-specific details in one place.
Click Create First Note if there are no existing notes, or Add Note if you already have some.
A pop-up will appear — here, you can enter the note content details, such as “Needs extra bubble wrap” or any other special requirement.
Next, choose the Persistence Type:
Persistent – automatically appears on all quotes and orders for the customer.
Optional – can be manually added during quote or order creation.
Then, select the Note Type:
Delivery – visible to your delivery team.
Internal – for staff-only notes.
Customer – shown the relevant documents to the customer.
These notes will automatically appear on the customer’s orders based on the Persistence Type you select.
You can edit or delete notes anytime by clicking the three dots in the top corner of each note.
📦 Order History
See every past order at a glance — with filters for:
Job Name
Customer Class (Retail, Web, Trade, or Project)
Paid Status (Paid, Due, or Returned)
Delivery Status (Open, Scheduled, In Transit, Delivered, Returned)
Click Reset Filter to start fresh anytime.
Expand any order record to see model numbers, quantities, install details, delivery dates, and profit margins.
🏡 Home Visit History
View all home visits linked to the customer — including surveys, service calls, and installations.
🧾 Quote History
Access all quotes ever created for the customer.
Expand any entry to see model numbers, quantities, install info, protection plans, and estimated profit margins.
🎉 You’re All Set!
With the Customers feature in Appliance.io, you have a powerful, all-in-one hub to manage your client relationships from lead to repeat buyer. From filters to financials to full order history — everything you need is just a click away.