The Customer Directory

The Customers page lives at /customers and is accessible only to users with the COMPANY (Owner), ADMIN, or PROJECT_MANAGER role. If you have a TECHNICIAN or EDITOR role in a company workspace you will see an Access Denied message instead. Solo providers operating in a personal workspace do not have this page — customers are scoped to company-type organizations.

The directory is built around a paginated, server-sorted table. By default it loads 50 rows per page sorted A–Z by name. The page state — search query, sort order, platform filter, page number, and page size — all persist in the URL as query parameters, so you can bookmark a filtered view or share a deep link directly to a filtered state (for example, all customers not yet on the platform).

At the top of the page, three stat cards give an instant read on the health of your customer base: Active Customers (total count matching your current filters), Total Jobs (the sum of jobs booked by visible customers), and Avg Jobs per Customer (a quick indicator of repeat-business health). These cards update live when you apply filters.

Owners and Admins see additional controls at the top right: the Add Customer button to create individual records, the Import/Export dropdown (Upload CSV / Download CSV / Download Selected), and the bulk Delete Selected button that appears whenever you check one or more rows. Project Managers can view and search the directory but cannot create, edit, or delete records — they can only read.

On iOS, the Customers screen is available in the company workspace's More tab as a full directory list with a sticky search bar at the top, a sort picker (Name A–Z, Most jobs, Recent activity, Newest, Top tier), and a filter picker (All, On platform, Stub records, With jobs). Pull down on the list to refresh. Tapping a row navigates to the customer's detail card.