Customer Management

Auto-Created Contacts

Every time a customer interacts with your booking widget — whether they submit a lead form, request a quote, or complete a booking — QuoteLab automatically creates a contact record in your customer list. You never need to copy names and phone numbers from texts or emails into a spreadsheet.

Contact records include the customer's name, email, phone number, address, and how they found you (widget, directory listing, direct link). If a returning customer books again, their existing record is updated rather than duplicated.

View your full customer list at /dashboard/customers. You can search by name, email, or phone number, and sort by lifetime value, booking count, or most recent visit.

Customer Profiles

Each customer has a detailed profile page showing everything you need for great service. Click any customer in your list to see their full profile at /dashboard/customers/[id].

The profile includes:

• Contact information (name, email, phone, address)
• Lifetime value and total booking count
• Asset profiles specific to your industry (vehicles, properties, pools, yards — more on this below)
• Complete booking history with status and payment info
• Before/after photos from past jobs
• Internal notes visible only to your team
• Upcoming scheduled appointments
• Tags for organization and segmentation

Asset Profiles (Vehicles, Properties, Pools)

QuoteLab stores industry-specific details about what you service for each customer. These are called asset profiles. When a customer books for the first time, a profile is automatically created from the information they enter in the booking widget.

For auto detailing, this means vehicle details — year, make, model, color, and size. For pool cleaning, it is pool size, type, and system. For pest control, it is property square footage and access details.

Customers can have multiple profiles. A detailing customer with two vehicles will have two vehicle profiles. A property manager with three homes will have three property profiles.

The real power of asset profiles is in rebooking. When a customer books again (or when you click Book Again from their profile), their stored details pre-fill the booking widget automatically. No re-entering vehicle size, pool gallons, or property square footage.

You can add, edit, or remove profiles from the customer detail page. Technicians can also update profiles from the mobile app while on-site — for example, noting that a customer changed their gate code or added a hot tub.

Tags & Smart Tags

Tags help you organize and segment your customer list. There are two types: custom tags you create and smart tags that are assigned automatically.

Smart tags are assigned by QuoteLab based on customer behavior:

• new — First-time customer, automatically removed after their second booking
• returning — Customers with two or more bookings
• recurring — Has an active recurring booking schedule
• at-risk — Has not booked in 90 or more days (configurable)
• high-value — Lifetime value in the top 20% of your customers

Custom tags are ones you create for your own organization. Common examples include “VIP”, “fleet”, “referral”, “commercial”, or “needs-followup”. Add custom tags from any customer profile or in bulk from the customer list.

Use tags to filter your customer list. For example, view all “VIP” customers who are also “at-risk” to identify your most valuable customers who might need a re-engagement message.

Booking History

Every customer's profile includes a complete timeline of their interactions with your business. This includes all past and upcoming bookings with service details, prices, payment status, review ratings, and any before/after photos.

The timeline also shows quote requests, sent messages, and any notes your team has added. This gives you full context before every appointment — you can see what was done last time, what the customer paid, and any special instructions.

Rebooking Customers

Repeat business is the backbone of local service companies. QuoteLab makes rebooking as easy as possible:

• Book Again button — On any customer profile or past booking, click Book Again to create a new booking pre-filled with the customer's details, last service, and their asset profile (vehicle, property, etc.). One click to start.
• Recurring bookings — Set up a weekly, biweekly, or monthly schedule from the customer profile. The system automatically creates the next appointment and sends a confirmation to the customer.
• Automated reminders — QuoteLab can send rebooking prompts to customers who have not visited in a configurable number of days. These messages include a direct booking link that pre-fills their information.

Timeline View

The timeline on each customer profile gives you a chronological view of every interaction. It combines bookings, quotes, payments, messages, reviews, and notes into a single scrollable feed.

Use the timeline to prepare for upcoming appointments. You can see exactly what the customer booked last time, what they paid, whether they left a review, and any notes your team added (like “prefers parking garage spot B” or “gate code changed to 5678”).

The timeline is also available in the mobile app, so your technicians have full customer context while on the road.

Bulk Actions & Export

From the customer list at /dashboard/customers, you can select multiple customers and perform bulk actions:

• Add or remove tags from selected customers
• Send a message to a filtered group (e.g., all VIP customers)
• Export your customer list as a CSV file for accounting or external tools