The customer detail

One customer, one page — identity, money, units, and history together.

When the customer has an account alert (credit hold, IBS, PO required or the shop's own alert), it sits at the top of the left column, exactly as the counter sees it when work starts.

1. Header actions — Ledger (the account's full invoice-and-payment timeline with running balance), the portal button (Turn on no-login portal / Copy main contact's link, or Copy sign-in link once the main contact signs in to the portal), New Ticket (pre-filled with this customer), and the edit button.
2. Contact card — phones, email, and address; phone and email are click-to-call / click-to-write.
3. Account Terms — payment terms, credit limit, discount, tax status, and price level (the pricing tier that auto-applies on their orders).
4. Accounts Receivable — aging buckets (Current / 30 / 60 / 90+), Total Balance, YTD purchases, last payment, and Apply Payment for money received against the account.
5. Vehicles — every unit with mileage and last-service date; Add Vehicle to grow the fleet; click a unit for its page and service history.
6. Order History — recent tickets with status and balance due; View all jumps to the filtered tickets list.
7. Price Matrix (managers/accounting) — negotiated pricing for this customer beyond the flat price level: rules like "brake-line parts at wholesale," "part ABC123 at cost + 10%," or a bulk break at 10+. You can link the account to a shared price scheme (its prices track the scheme), import a scheme's rules, save these rules back to a scheme, and export/import as CSV or Excel. Only shown to staff who can see cost/margin.
8. Below the fold — portal user access (who can sign in on this account), Contacts (additional people), CRM notes timeline, the Statements panel with Generate, saved documents, and the core deposit bank.