Customer timeline and lifetime value

Shows a per-customer activity timeline and the customer's lifetime value on the contact card, so the whole relationship is visible in one place.

Use the customer timeline and billed lifetime value to understand the recorded relationship before quoting or following up.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office. A role name alone does not override the permissions set by your business.

Where to find it: Customers > Contacts > Timeline.

Open the correct customer and check for duplicate records that could split history.

Using this guide in Canada

  • Set your business country in Business settings before entering customer addresses or preparing documents. The country selected on the public website does not change an existing business.
  • Check the business currency (CAD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.
The expanded customer's Activity view brings related records into one place. The lifetime-invoiced amount depends on linked invoice records and is not a forecast of future value.
Demo screenshot. The expanded customer's Activity view brings related records into one place. The lifetime-invoiced amount depends on linked invoice records and is not a forecast of future value. Select the image to view it at full size.

Step by step

  1. Open Contacts and expand the customer's row.
  2. Read the lifetime value on the contact card for the customer's total billed worth.
  3. Open the activity timeline for the per-customer history; it loads when the row expands, not before.
  4. Use the timeline before quoting or following up so prior work and conversations are not missed.

Worked example

Expand a repeat customer's contact row, review prior activity and billed value, then use that context when planning the next service conversation.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Trace important events to their underlying work records and distinguish billed value from amounts actually collected.

Limits and troubleshooting

Lifetime billed value is not automatically lifetime profit or cash received. Missing or duplicate customer records can make the relationship look smaller or larger than it is.

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