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Overview

Customers represent the people or companies who hire your pool service business. Each customer belongs to an organization and can own multiple properties.

Features

  • Create, edit, and delete customers
  • View customer detail pages with associated properties
  • Search and filter the customer list
  • Audit trail for all customer changes

Customer fields

FieldDescription
NameFirst and last name
EmailContact email address
PhoneContact phone number
NotesInternal notes about the customer

Properties

Each customer can have multiple properties. When a property is created, a default pool profile is automatically generated for it. See Properties for details.