The customer record

This page is the hub of Flyra. It's where jobs, estimates, invoices and subscriptions get created, and where everything you've ever done for someone is listed in one place.

Worth understanding properly, because jobs, estimates and invoices have no pages of their own. There's no Invoices tab in the sidebar. You make them here, from Quick Actions, and you find them here afterwards.

1. Open a customer

From the Customers list, click anywhere on the row.

2 and 3. The header

2. Edit reopens the same form you used to create them, for fixing a name, address or phone number.

3. Record voice memo dictates a note instead of typing it. Genuinely useful from a truck, when typing gate instructions one-handed isn't happening.

4 to 8. Quick Actions

The most important block on the page. Five buttons, and they're the real entry point to most of Flyra:

4. Schedule Job creates a job for this customer. This is how jobs get made. If you've been hunting for a Jobs page, this is what you were looking for.

5. Create Estimate builds a quote to send them.

6. Create Invoice bills them directly, without an estimate first.

7. Create Subscription puts them on a recurring service plan, for example quarterly window cleaning that bills and schedules itself.

8. Schedule Follow Up sets a reminder task against this customer, for chasing a quote or checking in after a big job.

9. The record tabs

Six tabs run across the middle: Overview, Jobs, Subscriptions, Invoices, Payments, Estimates.

Each one filters to just this customer. This is where you go when someone rings asking "what did you charge me last spring".

10. Pending Automations

Any automated message queued up for this customer, for example an appointment reminder due to send tomorrow or a review request waiting on a completed job.

Check here before you text someone manually, so you're not doubling up on a message Flyra is about to send anyway.

11. Recent Activity

A running log of every job, invoice and payment in date order. On a new customer it reads "No activity yet. As jobs, invoices and payments are added, they will appear here."

Above it sit three counters: Total Revenue, Completed Jobs and Active Subscriptions. All zero to begin with. Total Revenue is the number to check before offering a discount.

The payment method card

Near the top, a card reading "Save a card to charge invoices or set up subscriptions later."

Saving a card is what makes a subscription possible, since a recurring plan needs something to charge. It also turns paying an invoice into one click instead of a payment link and a wait. This needs Stripe connected first.

Tips and gotchas

• Quick Actions is the way in. Jobs, estimates, invoices and subscriptions all start here, not from a nav item.
• Check Pending Automations before texting. Saves customers getting the same thing twice.
• Total Revenue is your context. Look before you discount.
• A saved card is a prerequisite for subscriptions. Set it up while you have the customer on the phone.

Next up: Importing customers