---
title: Service customer notebook
customers-call-it: addition
url: /docs/features/store/presets/store.customers.service-notebook
---

# Service customer notebook

**Coming soon.** This isn't available to customers yet.

A notebook for each customer you visit: contact details, addresses, access notes and history, with a Request information button, plus a Follow-up board that shows who you're waiting to hear from.

## Use it when

You go to customers' homes or premises and need their access details and a way to see who needs following up. You get it with the [Service business store](/docs/features/store/presets/store.service-business) type.

## Use something else when

- [Retail customer summary](/docs/features/store/presets/store.customers.retail-summary): you post goods and need only a summary.
- [Project context customers](/docs/features/store/presets/store.customers.project-context): each customer is a made-to-order project.

## How to note a customer's access details

People who buy from you appear in **Customers** by themselves. To add one yourself, press **Add person** there.

1. Open **Store**, then **Customers**.
2. Press the customer. Their notebook opens.
3. Press **Access notes and history**.
4. Where it says **Write anything…**, type how to get in, such as "Side gate, code 4410; dog in the garden".

You see **Saved**.

## What it adds or changes

- **Part of**: Store

Workspace arrangement only

## Example

A fictional gardening business notes "Side gate, code 4410; dog in the garden" under a customer's access notes. Before the first visit you press **Request information** to remind yourself to ask about parking; the customer moves to Engaged on the Follow-up board while you phone them.

## Limits

**Request information** doesn't contact the customer. Phone or email them yourself.

## Related

- [Service business store](/docs/features/store/presets/store.service-business): A customer notebook, a service work board and no shipping