Customers & Properties
Managing customer accounts, properties, account PINs, and monitoring status.
Overview
The Customers section lets you manage your customer database. Each customer has a profile with contact information and can have multiple properties — the physical locations where security systems are installed. Properties have account numbers, PINs (used for technician portal access), and monitoring status.
Customer List
Navigate to Customers in the sidebar to see all customers. Each card shows the customer's name, email, phone, and status (active/inactive). Click a customer card to open their detail page.
Searching Customers
Use the Search input at the top to find customers by name, email, or account number. The search runs automatically as you type (with a 300ms delay). Results are paginated — use the Previous and Next buttons at the bottom to navigate pages (20 customers per page).
Adding a Customer
Click the Add button in the top-right corner to open the Add Customer dialog.
Add Customer Fields
| Field | Required | Description |
|---|---|---|
| Yes | The customer's email address. Must be unique. This is the primary identifier for the customer account. Example: "john.smith@example.com" | |
| Name | No | The customer's full name. Example: "John Smith" |
| Phone | No | The customer's phone number. Example: "613-555-1234" |
| Notes | No | Internal notes about the customer. Only visible to admins. Example: "VIP customer, prefers calls over email." |
Click Save to create the customer. You'll be redirected to the new customer's detail page where you can add properties.
Customer Detail Page
The customer detail page shows all information about a customer, their properties, and their tickets.
Editing Customer Info
On the customer detail page, you can edit the customer's information directly. Make your changes and click Save.
Editable Fields
| Field | Description |
|---|---|
| Name | The customer's full name. Edit inline and save. |
| Displayed but read-only. The email address cannot be changed after creation because it serves as the primary identifier. | |
| Phone | The customer's phone number. Edit inline and save. |
| Active | A checkbox to mark the customer as active or inactive. Inactive customers still exist in the system but may be excluded from certain searches. |
| Notes | Internal admin notes. Edit and save. |
Properties
Properties represent the physical locations where security systems are installed. A customer can have multiple properties (e.g., a home and a business). Properties are shown on the customer detail page below the customer info.
Adding a Property
Click the Add button in the Properties section to open the Add Property dialog.
Property Fields
| Field | Required | Description |
|---|---|---|
| Account Number | No | The monitoring account number. This identifies the property in your monitoring system. Example: "ACC-12345" |
| Account PIN | No | A 4-digit PIN used by technicians to access this property's information in the Tech Portal. Default: "0000". Example: "1234" |
| Type | No | The property type. Options: Residential, Commercial, or leave empty. |
| System Type | No | The type of security system installed at this property. Example: "DSC 1832 + CCTV" |
| Address | No | The street address. Example: "123 Main Street" |
| City | No | The city. Example: "Ottawa" |
| Postal Code | No | The postal code. Example: "K1A 0A6" |
| Monitoring | No | The monitoring status. Options: Active (currently monitored, default), Suspended (temporarily paused), Cancelled (no longer monitored). |
| Notes | No | Internal notes about this property. Example: "Gate code: 4567. Dog on premises." |
Editing a Property
Click the Edit button on any property to open the edit dialog. All fields are editable. Click Save to update.
Deactivating / Reactivating
To deactivate a property, click the Deactivate button on the property card. A confirmation dialog appears — confirm to set the property as inactive. Deactivated properties are still visible but marked as inactive.
To reactivate, click the Reactivate button that appears on inactive properties.
Customer Tickets
The customer detail page also shows all support tickets associated with that customer. Click any ticket to open its detail page. This gives you a complete view of a customer's support history.