Customers & Pools
Customer records, pool details, schedules, gate codes, and the pool history page.
- 1Customers, pools, and the permanent pool recordHow the three core records connect, and why pool history survives even when customers come and go.
- 2Schedules run the showA pool's schedule quietly drives routing, due dates, and the nightly planner. Here is exactly how.
- 3Leads and prospectsThe pipeline from "someone asked for a price" to "active customer on a route", and what a prospect can and cannot do.
- 4Pausing vs archiving a poolSeasonal closes, renovations, non-payment holds, and goodbyes. Two different tools with very different side effects.