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

To learn how to add, edit, or delete a body of water for a customer using th, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

To start, log into the dashboard and navigate to the Customers list. Find the customer for whom you want to add a body of water and click on their name.

In the service location box on the right, you'll see an existing tab for the current body of water. To add a new one, click the Add Body of Water button. On the next screen, you can choose a name and gallon size for the new body of water. Then click the Add button.

Now a new tab is added for your new body of water. From here, you can add any equipment associated with that body of water. If you know items you're going to need to service it, you can note them here. Also, if you want a service checklist item specific to this body of water, you can add it here. If you want to edit or delete the body of water itself, click the Edit button next to its name.

Now you can change the name or gallons. You can also delete this body of water by clicking the delete button at the top right corner. After clicking and confirming deletion, you'll see the customer information has returned to what it was before.

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