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Where can I find a customer's Product/Service history?
Where can I find a customer's Product/Service history?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Within the customer's profile page, you can click the Service/Product tab to view a list of all of the products/services that the client has purchased over time.

This is beneficial for repeat sales opportunities, up-sell opportunities, and a great reference to how much you charged them for that service previously. Each result will also list its related job number so that you can quickly click into the job if you want to review the related job more closely.

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