View customers

As your business grows, so does your customer base. Phasio’s platform helps you manage all customers from a central dashboard — making it easy to track requests, quotes, orders, and project history over time.

This guide explains how to access and review customer information.

Customer list

To access your customer list, go to Customers tab from the main sidebar.

From this view, you can search by customer name and view key details at a glance:

• Customer Name: Displays the customer's first name, last name.
• Company: Displays the organization’s name.
• Email: Displays the customer’s email address.
• Phone: Displays the customer’s phone number.