Open a customer from the list or from search. The top shows the name, stage, the source (“via Website” for example), tags and quick links: call, text, email and a map link for the address.

• New quote: starts a quote for this customer and their first property.
• Edit: opens the same form used to add a customer.
• Log call / note: saves an activity. Types are Phone call, Note, Meeting / site visit, Email (sent outside VisionScaper) and Text (sent from my phone).
• Schedule visit: opens a visit titled “Site visit – name”.
• Measure property: opens the Measure tool for this customer.
• Download contact card: gives a vCard you can open on your phone.

A customer can have several properties. Each property card shows photos (an aerial plus any you add), a plan summary and buttons:

• Create a landscape plan (or Plan wizard if a plan exists)
• Open 2D plan (when a plan has shapes)
• Add photo: you are asked what the photo is of (front, back, left side, right side, structure, existing landscape)
• Check slope: appears when the property has map coordinates. It reports the slope across the lot as a percentage and a class
• Notes: soil, sun, drainage, access

Steps: add another property

1. Open the customer, then the Work tab.
2. Tap + Add property.
3. Type the street, town and state and pick the address from the list. It must be at least a street, town and state.
4. Tap Save.

• If a customer has more than one property, the quote screen asks which one the quote is for.
• Log every call. The History tab becomes your record.
• The slope check is measured from map data and is a guide, not a survey (not verified beyond the screen text).

• No “Check slope” button. The property has no saved map point yet.
• Photos missing. The card says “No photos yet.” Add some.
• Wrong property on a quote. Open the quote and pick another in the Property drop-down before it is sent.

• Customers: the list, search, and adding a customer
• Build a quote step by step
• Measure Property from above