Customer hub, Moments (beta), Housecall Pro sync, plus billing + nav polish
A unified Customers surface ties every connected integration into one searchable list, sort by lifetime spend, job count, or recency; open a profile with tags and notes; and pull fresh rows from Housecall Pro on demand. Lifetime spend rolls up from invoicing signals so gifting thresholds and picker warnings stay honest. Moments (beta) is a new automation lane for emotional lifecycle touchpoints, first job, recovery after an emergency dispatch, anniversaries, seasonal prep, post-install check-ins, configured per workspace and wired to the same customer graph. Housecall Pro webhooks and API usage were tightened for customer upserts and spend math. The billing page lost tab clutter in favor of a single scroll with anchor jump to account settings; the workspace sidebar and switcher were simplified; Smart Links gained smoother customer linking and routing-editor polish.
- new
Customers hub at /dashboard/customers, one table for everyone we know about across integrations: search, filter by tag or source, sort by name / last job / total jobs / lifetime spend. Each row opens a detail page with notes, tags, and history fields so operators stop bouncing between CRM exports and spreadsheets.
- new
On-demand sync from Housecall Pro, trigger a pull from the integration card or customers page so new jobs and customers land without waiting on the next webhook batch.
- new
Lifetime spend on the customer record, stored as cents in Postgres with migrations sized for real invoices, backfilled where we had history, and surfaced inline wherever you pick a recipient for gifts or scan the customer list.
- new
Moments (beta) at /dashboard/moments, library of lifecycle moment types (milestones, recovery, seasonal, appreciation) plus create flows; pairs with Integrations so automated triggers activate once your CRM is connected. Marked beta while we watch real-world configuration patterns.
- improved
Housecall Pro integration, webhook handling and client calls hardened for customer sync, spend aggregation, and edge cases; connected dashboard surfaces clearer status for operators.
- improved
Billing at /dashboard/billing, consolidated layout with scroll-to-account behavior instead of nested billing tabs, so subscription + metered lines + portal access stay on one screen.
- improved
Dashboard chrome, leaner sidebar and workspace switcher, command-search entries for faster jumps, and consistent beta labeling for Customers and Moments.
- improved
Smart Links edit experience, routing mode editor and customer combobox refinements for linking outreach back to the right person.