Customers ↗
Search by name, address, phone or email. Tap a customer to open their profile. The summary cards filter active jobs, balances due and scheduled customers.
THE REAL HOUSELIGHTS · ADMIN HANDBOOK
Where everything lives.
A practical guide to your customers, proposals, payments and installation season.
2. Customers & daily work
This is the home dashboard. Start with search or a quick action; use filters when you need a specific group.
Find or add a customer ↗
Use the large search box or persistent bottom search. Tap a result to open it. New customer remains available in the bottom bar and quick actions.
Everyday quick actions ↗
Scheduling, New customer, project photo upload, quick text, wiring map upload, Messages and SMS follow-ups are directly accessible.
Filter the customer list ↗
Customer & job status contains customer categories and balance/job filters. Installation & reinstallation contains year and reinstall filters. Location contains town selection. Active filters appear as removable chips; Clear all resets them.
Summary totals ↗
Active jobs, Balance due and Scheduled are clickable filters. Totals reflect the current search and relevant filters, so clear filters to broaden your view.
Customer card actions ↗
Open the profile from the main card. The separate contact and quick-action buttons remain available directly on each card.
Admin AI ↗
The Ask Admin AI button at the bottom of the customer list opens the existing assistant and document intake tools.
3. Inside a customer profile
Contact details stay directly editable near the top. The section buttons appear at both the top and bottom. Each section now has a clearly labeled destination.
Profile header
Find the customer name, address, project value, property type, proposal creation controls and contact actions. The print and photo-upload shortcuts remain above the profile header.
Contact details
Edit name, street, town, state, ZIP, phone and email directly. Changes save automatically after you finish typing.
Overview & installation
Find first installation year, project summary, customer cover notes, project tags, installation status and document links. One-tap tags and installation controls keep their existing behavior.
Pricing & payments
Find installation prices, package/rate choices, added items, discounts, deposits, payment details, balance and year-specific installation history. This section is no longer repeated above every other tab.
Proposals
All saved proposals appear one after another, newest first. Open an individual proposal inline or in a new tab. Refresh reloads the collection; Show Proposal Trash switches to archived proposals.
Photos & files
View SMS images, installation photos, wiring maps, renderings and uploaded documents together. Upload photos, open full-size originals, download files or select images to print.
Conversations
Open this customer’s conversation view and its available messaging tools.
Notes
Edit customer notes and internal/admin notes. Both use automatic saving. Installation-year notes are in Pricing & payments for the relevant year.
Change history
Review this customer’s changes and available links to the field involved. Saved proposals are in Proposals.
Sessions & replays
Review this customer’s visits and open available recordings/transcripts. Direct replay links from notifications continue to use the existing session routes.
4. Prices, payments & proposals
Start by finding the customer. Use Pricing & payments for the annual customer account and Proposals for the actual online proposal tools.
Change a yearly price
Customer → Pricing & payments → relevant installation year. Tap a package/rate or enter the price. Prior years expand with their year heading. Use Add installation year when needed.
Add items in one tap
Customer → Pricing & payments → year → add-on groups. Tap an item once to add it; tap again to increase its quantity. Edit quantities or unit prices in the item rows. Custom items need a price.
Discounts and final totals
In the same year section, use the loyalty buttons or the available discount, referral credit and final total override fields. Existing locked loyalty rules still apply.
Deposits and balance
Use the payment/deposit controls for the relevant year. Check the year’s total, payments and remaining balance together. Existing explicit payment confirmations remain in place.
Override package prices or update images
Customer → Proposals → the specific saved proposal → its existing admin editing controls. Use the controls for that proposal’s type; annual billing edits are under Pricing & payments.
Create a proposal
Use Create Custom Proposal or Create Permanent Lighting Proposal in the customer header. Permanent and seasonal proposals remain separate workflows.
Copy or resend a proposal
Use Copy customer link or the existing resend control when shown in the profile action area. Copying does not send a message; sending remains a deliberate action.
Year-Round Leave-Up
Tap Year-Round Leave-Up in the profile action area. It opens Proposals and the leave-up settings. Choose the applicable proposal there; customer selections remain part of the existing proposal flow.
5. Schedule and prepare installations
Scheduling brings the season’s jobs together. Customer profiles retain their own installation details and notes.
Choose your work list ↗
Use All customers, Reinstalls, New installations, Already scheduled, Not yet marked, Completed Jobs or Declined / Lost. Search or narrow by zone and block.
Set a block or exact date ↗
Use the one-tap installation block buttons or Choose exact date. A scheduled job offers Change schedule. Watch the row’s saving/saved feedback.
Mark an installation completed ↗
Tap Installation completed on the customer’s scheduling card. Existing toggling, saving and removal-status rules remain intact.
See the season at a glance ↗
Use Scheduling snapshot from the scheduling subnavigation.
Review multiple customers ↗
Use Bulk review for installation type and the available customer/project fields.
Print job paperwork ↗
For one customer, use Print Customer Information above their profile. For all customer sheets or a blank truck copy, use Print & templates.
Add maps and project photos ↗
Use the dashboard shortcuts or the customer’s upload buttons. Saved files are found under Photos & files in the customer profile.
6. One-tap controls & automatic saving
The overhaul changes the organization and appearance. It retains the existing save mechanisms and one-tap actions.
Tap and type as before
Tag buttons, add-ons, package choices, installation controls and editable fields keep their existing handlers. You do not need to open a separate edit screen for contact details.
Read the save status
Waiting means typing is still being collected. Saving means the request is in progress. A checkmark and saved message confirm success. Not saved means the change needs attention; use Retry where offered.
Before leaving a profile
Wait for Saved after editing. If a save fails, keep the page open and retry. Existing unsaved-change protection remains in place.
Actions that still require a button
Uploads, proposal generation, message sending and explicit payment actions keep their existing buttons and confirmations. Automatic saving does not mean that a customer message is automatically sent.
If something is missing
Clear dashboard filters, check the installation year, and open the correct customer tab. In Proposals, try Refresh and check Proposal Trash when appropriate. Search results may also show a separate Deleted / Trash group for matching archived records.