The Customer Hub in Appliance.io is your central place to manage every customer relationship — from individual shoppers to company accounts. It helps you store customer details, track quotes and orders, manage credit, and review customer activity history — all in one clean, structured view. Whether you’re following up on a lead or reviewing a long-term customer’s performance, the Customer Hub keeps everything easy to find and up to date.
📍 Accessing Customer Hub
To get started, open the sidebar and click Customers.
At the top of the page, you’ll see two tabs:
Individual – Displays all one-on-one customers
Company – Displays corporate or business customers only
You can switch between these tabs anytime based on who you’re working with.
In the top-right corner, you’ll find two key actions:
Download – Export your customer list as a CSV file
Create Customer – Add a new customer to your system
💡 Tip: You can also create a customer directly when starting a quote. See the related article here for more details.
🎯 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 Profile Page
Once you’ve found a customer, click on their name to open the Customer Profile 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.)
⚠️ Note: Customers with active quotes or orders cannot be archived until those records are closed.
🏠 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
Customer Credit tracks the customer’s balance and transaction history, including refunds and withdrawals.
For a deeper explanation, read our separate article about Customer Credit.
💰 Used Credit Line
Used Credit Line shows how much available credit the customer has remaining for new orders.
This feature is also covered in a dedicated article, Credit Line.
📝 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
The Order History section displays every order associated with the customer.
At the top, you’ll see the customer’s Lifetime Value, giving you insight into their total spending.
You can filter orders by:
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.
Click View Details to see:
Model and serial numbers
Driver name
Delivery status
Delivery method
Date and description
You can also print these records if needed.
🧾 Quote History
The Quote History section tracks every quote created for the customer.
Just like Order History, you can expand each record to view model numbers, quantities, install info, protection plans, and estimated profit margins.
This makes it easy to review negotiations and conversion progress over time.
🎉 You’re All Set!
The Customer Hub gives you a complete, organized view of every customer — from contact details and notes to quotes, orders, credit, and visit history.
With everything in one place, you can work faster, stay informed, and deliver a better customer experience using Appliance.io.