A customer's profile and statement
Everything about one customer: services, bills, payments, and their running balance.
Open any customer to see their contact details, every service they buy, their bills, and notes.
The statement
The statement is a list of every bill, payment, refund, and credit in date order, with a running balance — just like a bank statement. You can print it or download it as a spreadsheet to send to the customer.
Job profit
The Job profit card shows what each finished visit from the last 6 months made: what you charged, minus crew wages for the time on site, minus any costs you linked to it (materials, dump fees…). Owners, Admins and Managers see it.
- Press Log cost to add a cost for this customer, or the + on a visit to add a cost for just that visit.
- If a visit wasn't billed on its own, its share of the monthly plan counts as what it made (marked "plan share").
- Wages come from each crew member's hourly rate on the Team page.
Payment terms
Business customers sometimes get extra time to pay (like "Net 30" = 30 days). You can set this per customer on their profile. It changes when their bills are due.
Tip: Edit their phone, email, or address here and it's copied to every one of their services, so crews always drive to the right place.
Buttons that open the app ask you to sign in first. New to RouteStacker? Start free.