Overview
The Account Details page is your central workspace for managing a single commercial account. It displays key performance metrics, organizes information across seven tabs, and gives you quick access to projects, contacts, notes, and settings for the account.
Before You Start
Available to companies with Smart Pro.
You must have Accounts permission.
The account must already be created.
How to Access the Account Details Page
Click Accounts in the left sidebar.
Click an account name in the Business column to open its details page.
Understanding the KPI Cards
Five KPI cards appear at the top of the page, giving you a quick financial snapshot of the account:
Card | What It Shows |
Lifetime Value | Total revenue generated from this account, in USD. |
Projects | Total number of projects associated with this account. |
Outstanding | Total outstanding balance across all of this account's invoices, in USD. |
Avg. Time to Pay | Average number of days between invoice date and payment date across all paid invoices for this account. Shows N/A if the account has no paid invoices. |
Overdue | Total overdue balance across all of this account's invoices, in USD. |
đĄ SmartTip: Hover over the info icon on the Avg. Time to Pay card to see how the metric is calculated.
Note: KPI values refresh automatically after invoices or payments are added or updated on the account's projects.
Understanding the Tabs
The Account Details page has seven tabs. Each organizes a different aspect of the account:
Tab | Purpose |
Overview | Account info, contacts, projects list, and notes |
Documents | Documents applied from your document library, with signature status and Commercial Customer Portal visibility |
Files & Photos | File storage for contracts, agreements, and other documents you upload |
Activity | Timeline of events and changes on the account |
Departments | Organizational units within the account |
Rates | Rate sheet and pricing configuration for the account |
General Settings | Billing terms and account-level settings |
Note: Documents and Files & Photos are separate tabs. Use Documents for paperwork you send for signature, and Files & Photos for files you upload and store.
Overview Tab
The Overview tab is the default view and uses a two-column layout.
Left Sidebar
Account Info Card
Displays the core account details: Name, Business Address, Status, Branch, Account Representative, Source, and Created date. Click the Edit icon to update any of these fields.
Contacts Card
Lists all contacts associated with the account. Click Add Contact to add a new contact or assign an existing one. See How to Manage Account Contacts for details.
Main Content Area
Projects Card
Displays a table of all projects within the account with columns for: Project #, Project Name, Status, Project Manager, Job Count, Start Date, End Date, and Balance. Click Add Project to create a project, or click a project name to open its detail page.
Notes Card
A collapsible section for adding and viewing account-level notes.
Type your note in the text field.
Click Add Note to save it.
Notes display in chronological order with the author name and timestamp.