Manage Customers

Add a New Customer (App)

Add a New Customer (Web)

Edit a Customer (App)

Edit a Customer (Web)

Delete a Customer (App)

Delete a Customer (Web)

Mark a Customer Inactive (Web)

Mark a Customer Inactive (App)

View Customer Service History (App)

Add and Delete Equipment (App)

Add and Delete Equipment (Web)

Add, Edit, or Delete a Body of Water (App)

Add, Edit, or Delete a Body of Water (Web)

Add a Service Location (App)

Add a Service Location (Web)

Add a New Route Assignment (App)

Edit or Delete a Route Assignment (App)

Add Photos of a Customer's Pool Equipment (App)

Customize Tags (Web)

Customize Tags (App)

Import Customers from QuickBooks Online

Send Mass Emails to Your Customers

View the Profit Report (Web)