Customer Management

A complete CRM built for pool service. Track every customer, property, and service visit. Know exactly who you're servicing before you arrive.

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Everything You Need to Know Your Customers

Complete customer profiles with properties, equipment, and service history

Complete Customer Profiles

Contact info, billing details, communication preferences—everything organized in one place for each customer.

Property Details

Pool type, equipment, gate codes, access instructions. All the details your techs need for every stop.

Full Service History

Every visit, every chemical reading, every repair logged automatically. See exactly what's been done.

Notes & Attachments

Add photos, notes, and documents. Track special instructions, equipment warranties, and important details.

See It In Action

Complete customer profiles with everything you need at a glance

Pool Dial Customer Management - Customer list with contact info, status, and property details

Built for Pool Service

Customers & Contacts

Store multiple contacts per customer—homeowner, property manager, tenant. Everyone who needs to know about service.

Multiple Properties

One customer can have multiple properties. Track each pool separately with its own equipment, chemicals, and service schedule.

Service Scheduling

Set recurring service schedules per property. Weekly, bi-weekly, monthly—whatever your customer needs.

Integrated with Everything

Customers connect to routes, billing, work orders, and calls. Update once, see it everywhere. No duplicate data entry.

Know Every Customer

See how Pool Dial helps you manage customer relationships and grow your business.

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