Service Momentum
Menu
WorkspaceCoastal Comfort HVAC
Coastal Comfort HVACmike@coastalcomforthvac.comYour workspace
mike@coastalcomforthvac.comWorkspace member
← Customers

Service Momentum

Sample Customer 30

Exeter · 2 units

CallTextMap
Phone
(555) 010-0030
Address
30 Sample St, Exeter, NH 03833
Units
2
Last known completed cleaning
2026-10-12
Estimated next service due
2027-10-12
Recorded job value
$1,242
Completed visits
4

Recorded value does not prove payment was collected. Due is an estimate from the latest known date, never a booking.

Service cycle

Every 12 months (default) · next due 2027-10-12 · 2 units

Customer notes

Referred two neighbors on the same street.

Service history

4
Service recordService dateUnitsValueStatus
Mini-split cleaningLinked customerOct 12, 20262$333Recorded job valueCompleted
Mini-split cleaningLinked customerOct 27, 20252$288Recorded job valueCompleted
Mini-split cleaningLinked customerOct 10, 20242$333Recorded job valueCompleted
Mini-split cleaningLinked customerOct 2, 20232$288Recorded job valueCompleted

Contact permissions

SMS · service reminders: Permission recorded
2023-10-02
Checked the reminder box on the booking form.

Where to?

Jump between your day, customers, and work.

Demo account