Customers and Controllers Overview

This section gives you an overview of all your customers, controllers, and your personal business controllers. 

When you first enter the screen, you’ll see a list of your customers. From here, you can also Add a Customer. Customers are color-coded based on their plan type:

Customer Icon	Plan
	Contractor
	Enthusiast
	Contractor Starter
	Homeowner

There’s also a map that shows all the controllers you manage (unless you’re using a small screen). Controllers on the map are color-coded by their status:

• Green: Online
• Red: Offline
• Yellow: This controller is not yet linked to a physical device. You can configure the controller and attach a serial number.

Click on a controller on the map to see status information.

You can use the search box to find your customers by name, email address, controller status, or serial number. Clear the search box if you want to see all your customers.

To manage a customer, either click on their name or use the menu next to their name to show their details. You can also use the menu to remove a customer from your account. Once you’re looking at a specific customer, you can configure plans, controllers, and users.

Customers and Controllers