Customers · updated 2026-08-08

How to open and read the Customers page in Dumpster Controls

The Customers page is where your whole customer base lives. Learn what each zone shows before you start managing profiles.

1. 1

   Open Customers

   In the app sidebar, click "Customers". The header reads "Customers" with the subtitle "Manage your customer base and rental activity", plus two buttons: "Import" and "New Customer".

2. 2

   Read the metric cards

   Four cards summarize the base: "Total Customers" (all active profiles), "Active Rentals" (orders still in progress), "Revenue This Month" (paid orders with a payment date in the current month), and "Contractors" (profiles with the contractor type).

3. 3

   Check the Estimates panel

   Between the header and the metrics sits a compact "Estimates" button showing your estimate count. Click it to expand the full estimates panel.

4. 4

   Scan the table

   Columns are "Name" (with email underneath), "Type", "Company", "Phone", "Lifetime Value", "Orders", and "Status". Each row starts with an arrow button; its tooltip reads "View orders & consolidate invoices". Type icons are color coded: a house for residential, a hard hat for contractor, and a building for broker.

5. 5

   Read the tip banner

   First-time visitors see a dismissible tip: "Consolidate multiple invoices into one payment". It explains that the "orders" pill or the arrow on a row expands the customer's orders, while clicking the row itself opens the customer drawer.

6. 6

   Use pagination

   The footer paginates the list (10 rows per page by default) and lets you change the page size.