Admin Reference
Customers Route Reference
Understand the CRM workspace for accounts, opportunities, tasks, linked sites, finance context, and downstream commercial handoffs.
Before you start
- You need account-level context, opportunity tracking, or task follow-through.
Expected outcome
You can navigate the Customers workspace deliberately and understand where it hands off into quotes, finance, service policies, and reports.
What this route is for
Customers is the CRM workspace for account ownership, opportunity tracking, follow-up tasks, linked estate context, document storage, finance context, and commercial handoff into quotes and reports.
Visibility and capability notes
| Item | Details |
|---|---|
| Route id | crm |
| Visible nav label | Customers |
| Visibility | Customer-facing core route. |
| Capability notes | The base CRM desk is available in the customer-facing shell, but downstream actions such as quote creation, finance handoff, or AI launches still depend on workspace feature visibility. |
| Direct inbound | Shell nav, global search, finance account links, site-linked customer links, and activity or notification context. |
Main regions, tabs, and dialogs
| Surface | What it does |
|---|---|
| Accounts tab | Main customer register plus account detail. |
| Account detail views | overview, sla, estate, work, contacts, documents, commercial, finance, activity. |
| Opportunities tab | Pipeline view with board or list mode. |
| Tasks tab | Follow-up queue with focus slices such as overdue, today, upcoming, completed, and all. |
| Settings tab behavior | tab=settings redirects to #/organization?section=service-policies rather than opening a local CRM settings desk. |
| Dialog layer | Account, contact, opportunity, task, document, pipeline-stage, and site-link workflows. |
Key actions
- Create or update accounts, contacts, opportunities, tasks, and customer documents.
- Mark accounts reviewed and keep ownership or tags current.
- Link sites to customer accounts.
- Create quotes from opportunities.
- Open account-level report review.
- Download an import template or launch staged import for customer and site data.
- Jump to service-policy settings for SLA templates.
Filters and URL state
| State group | Params |
|---|---|
| Shared selection | tab, accountView, accountId, opportunityId, taskId |
| Accounts workspace | accountPage, q, ownerUserId, tag, activeContract, renewalDue, hasOverdueInspection, hasOpenUrgentWork, needsReview |
| Opportunities workspace | opportunityQ, opportunityPage, stageId, oppOwnerUserId, serviceLine, opportunityStatus, opportunityView |
| Tasks workspace | taskQ, taskStatus, assignedToUserId, taskAccountId, taskPage, taskFocus |
- Search is debounced across the major workspace lists.
- The route keeps enough state in the hash to reopen the same CRM slice directly.
Outputs and side effects
- Creates and updates CRM records, task state, linked sites, and account documents.
- Can open staged import flows for
customers-sites. - Can create a downstream quote, open report review, or redirect into service-policy configuration.
- Changes here affect what Quotes, Work Orders, Finance, and site-linked estate context can show later.
Inbound links
- Shell
Customersnavigation. #/sitesaccount links.#/finance?accountId=...- Global search or activity-driven account links.
Outbound links
#/connected-systems?section=imports&dataset=customers-sites#/quotes#/sites?siteId=...#/finance?accountId=...#/report-writer?reportId=...#/organization?section=service-policies#/ai-assistantwhen assistant actions are enabled
Indirect handoffs
- Account ownership and SLA context shape commercial follow-up later.
- Linked site context changes how estate, inspection, and finance conversations are interpreted elsewhere.
- Opportunity hygiene determines whether quotes start with enough commercial context to be sent safely.
Troubleshooting
| Symptom | What to check |
|---|---|
| The CRM tab opens somewhere unexpected | Check tab and selected id params in the hash before assuming the page reset itself. |
Settings does not stay inside Customers | That is expected. It redirects to Organization service policies. |
| Quote creation feels under-contextualised | Confirm the account, linked site, and opportunity stage are correct before generating the quote. |
| Imported customer data does not appear immediately in the active view | Confirm the staged import finished in Connected Systems and then re-open the expected tab and filters. |
Dashboard Route Reference
Understand the admin dashboard’s attention cards, KPI summaries, and direct launch paths into the desks that own live work.
Sites Route Reference
Understand the site register, site dialogs, import entry points, and the way site-level rules affect scheduler and field workflows.