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

Service Momentum

Sample Customer 65

Salisbury · 1 unit

CallTextMap
Phone
(555) 010-0065
Address
65 Sample St, Salisbury, MA 01952
Units
1
Last known completed cleaning
2026-10-12
Estimated next service due
2027-10-12
Recorded job value
$945
Completed visits
5

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 · 1 unit

Customer notes

Had a musty smell last summer; drain line was slow. Check it each visit.

Service history

5
Service recordService dateUnitsValueStatus
Mini-split cleaningLinked customerOct 12, 20261$189Recorded job valueCompleted
Mini-split cleaningLinked customerOct 8, 20251$189Recorded job valueCompleted
Mini-split cleaningLinked customerOct 25, 20241$189Recorded job valueCompleted
Mini-split cleaningLinked customerNov 13, 20231$189Recorded job valueCompleted
Mini-split cleaningLinked customerNov 24, 20221$189Recorded job valueCompleted

Contact permissions

SMS · service reminders: Permission recorded
2022-11-24
Checked the reminder box on the booking form.

Where to?

Jump between your day, customers, and work.

Demo account