Customer Management
Customer Details That Stay With Your Business
Keep contacts, properties, equipment, and service history together. Give the next person on the route the context you already have in your head.
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Customer List
Every customer in one searchable list. Filter by status, sort by name, and find anyone in seconds. No more scrolling through spreadsheets or digging through folders.
Mobile Search
Your techs pull up any customer right from the field, including name, address, and pool details. One search from the truck and they've got everything they need.
Stop Detail
Gate codes, access notes, and the full service checklist at every stop. No calls back to the office. Your tech has it all on their phone.
Customer Table
Sort, filter, and manage your entire customer base from one powerful table view. Export to CSV, bulk-edit tags, or just get a quick count of active accounts.
Customer Profile
Complete profile with contact info, service history, properties, and notes in one place. When a customer calls, you have their whole story in front of you before you even say hello.
Customer Portal
Customers can log into their own portal to view invoices, service history, and upcoming visits. Fewer phone calls for you, more transparency for them.
See It In Action
Complete customer profiles with everything you need at a glance
From your first customer to your first crew
Keep Customer Knowledge in Your Business
Start a free trial and explore your workflow. Book a demo if you’d like to walk through it with us.