What is a Customer in Caction?

In Caction, the Customer Page (Customer Data Level) is the central place where all information, history, and activity related to a customer is organised and displayed in one view. Depending on the requirements of the company, Customer can be known as Client, Location, Hospital, Site and so on.

Instead of checking multiple systems, messages, or spreadsheets, the Customer Page gives your team a complete, chronological view of everything that has happened with a customer, operationally and historically.

It is designed to help teams understand what’s going on with a customer at a glance, respond faster, and manage relationships more proactively.

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Why is the Customer Data Level Important?
What Information Is Stored in the Customer Page?
How Teams Use the Customer Page Day-to-Day
How the Customer Page Connects With Other Parts of Caction
Customer Page vs Job Page

Why is the Customer Data Level Important?

The Customer Page exists to solve a very common operational problem:

“We have the data — but no one can see the full picture.”

Here’s how it helps:

Importance	Description
See the Full Customer Story	Every interaction, job, and update is connected to the same customer record. Teams no longer rely on memory, handovers, or chat messages to understand context.
Reduce Firefighting	When issues arise, managers and service teams can immediately see past work, recurring problems, and open jobs. It helps them to act before problems escalate or customers churn.
Improve Internal Alignment	Sales, operations, service, and management teams all look at the same customer view, reducing miscommunication and duplicated work.
Support Better Decisions	With customer history and activity clearly visible, teams can: Spot recurring issues Identify service gaps Understand workload patterns Recognise upsell or follow-up opportunities

What Information Is Stored in the Customer Page?

Each Customer Page acts as a living record of your relationship with that customer and typically includes:

Information	Description
Customer profile details	Company name, site information, contact details, and relevant notes
All related jobs and service history	Past, ongoing, and upcoming jobs linked to the customer
Operational timeline	A traceable sequence of visits, work done, follow-ups, and issues
Documents & attachments	Forms, photos, reports, PDFs, and supporting files tied to customer work
Assigned teams and technicians	Visibility into who has worked on the customer and when
Status and activity indicators	Helps teams quickly identify active, idle, or problematic accounts

This makes the Customer Page the single source of truth for understanding the customer’s operational reality.

How Teams Use the Customer Page Day-to-Day

Different roles use the Customer Page in different ways:

Roles	Description
Operations & Service Managers	Check what’s currently happening with a customer Review service history before assigning new jobs Identify customers with frequent issues or delays
Technicians & Field Teams	Understand past work done at a site Review instructions, notes, or documents before a visit Add updates that stay permanently tied to the customer record
Business Owners & Management	Get visibility into customer activity without asking the team Understand operational health and customer engagement Reduce dependency on verbal updates

How the Customer Page Connects With Other Parts of Caction

The Customer Page is not isolated; it connects across the platform:

Jobs created for a customer automatically appear in their history
Schedules and dashboards pull data from customer-linked jobs
Reports and analytics use customer data to show trends and performance
Documents and forms generated during jobs remain tied to the customer

This ensures customer context is never lost as work moves across teams and time.

Job Page vs Customer Page

Job Page	Focuses on one specific piece of work
Customer Page	Shows everything that has ever happened with that customer

In simple terms:

Jobs tell you what was done.
The Customer Page tells you what’s really going on with the customer.

Summary

The Customer Page in Caction brings together all customer-related information: jobs, history, documents, and activity, into one clear, traceable view. It helps teams understand customer context instantly, manage relationships proactively, and reduce operational blind spots caused by scattered data.

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