How to Use the Customer Profile in Allison
The Customer Profile in Allison is your command center for everything related to an individual client. From service history to contact info to payment status—it's all there.
How to Access a Customer Profile
Click the Menu (Top Right Corner)
Go to “Customers”
Search or Select a Customer
Example: Search “Patricia” and click her name
What You’ll See in the Customer Profile
🔢 At a Glance (Top Right)
Total Revenue from this customer
Unpaid Amounts (if any)
Status: Recurring or one-time
Last Cleaner Assigned
Total Jobs Completed
Quick-Schedule Button for adding a new job fast
📞 Contact Info
Phone Number
Email
Map Links (Google Maps, Apple Maps)
📅 Job History
Upcoming Jobs: See what’s next on the calendar
Past Jobs: Review completed cleans
Unpaid invoices are flagged
Mark invoices as paid directly here
Make Changes Easily
Need to reschedule a clean or update the assigned cleaner?
Scroll to the job in Upcoming Jobs
Click Edit
Update the date, cleaner, or choose to:
Reschedule
Skip
Cancel
Cancel All Future Jobs
✏️ You can also click the Edit button at the top of the profile to update customer contact details or notes.
TL;DR
The Customer Profile gives you a 360° view of a customer
Track revenue, jobs, cleaners, and invoices
Easily reschedule or modify upcoming appointments
Got a question? We’ve got answers—just reach out!