Client Management
Every welding customer on one record — first contact through repeat jobs. D3 timeline of a real customer, plus the roster and follow-up queue.
Featured customer · D3 timeline
Crested Butte Smokehouse · Commercial · restaurant · since 2024-03-10 · lifetime $18,400 · last contact 2026-05-12.
Every touchpoint with this customer — lead, quote, job, delivery, review, follow-up — on a single brushable D3 timeline. Hover any node for detail.
Customer roster
Every active and recent customer — jobs done, lifetime value, last contact, status. Click any row to open in the admin.
| Customer | Type | Jobs | Lifetime | Last contact | Status |
|---|---|---|---|---|---|
| Crested Butte Smokehouse | Commercial | 3 | $18,400 | 2026-05-12 | active |
| Marigold Residence | Residential | 2 | $11,200 | 2026-04-18 | active |
| Westline Architects | Commercial · referral | 5 | $32,600 | 2026-05-22 | active |
| Vorda Logistics | Commercial · structural | 1 | $14,800 | 2026-03-04 | followup due |
| Hartman / Patel home | Residential · decor | 1 | $2,400 | 2025-11-09 | dormant |
| Knox Brewing Co. | Commercial | 2 | $9,600 | 2026-05-01 | active |
| Aspen Loft 4B | Residential · railing | 1 | $4,800 | 2025-12-19 | followup due |
| Rocky Mtn Veterinary | Commercial · signage | 1 | $3,200 | 2026-02-14 | active |
Follow-up queue
Auto-generated reminders. Owner approves the send (or skip).
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Vorda Logistics email due 2026-05-29
60-day post-install check-in
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Aspen Loft 4B sms due 2026-06-01
Holiday season pre-season inquiry
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Hartman / Patel home email due 2026-06-03
Re-engagement (dormant)
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Knox Brewing Co. email due 2026-06-12
Yearly review prompt
Add to scope
Check items to build your estimate. Totals update live in the cart.
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Contact, jobs done, last contact, lifetime spend, tags. One screen per customer.
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Every quote, job, invoice, asset tied to the customer record. Searchable.
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Auto-tasks for 30/60/90-day post-job check-ins. Owner approves the send.
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Tag customers by use (commercial / residential / decor / structural) for targeted campaigns.
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Optional. Customer logs in, sees quote, job status, pickup time, gallery of the finished piece.