Customers & Pools
Customer records, pool details, schedules, the pool history page, and how leads become customers.
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- 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.
- 4Lead capture formsBranded forms and QR codes that drop straight into your pipeline, plus the print materials to put one on a table at a show.
- 5Business PartnersA private ledger for the realtors, builders, and shops that send you customers, and exactly what you owe each of them.
- 6Pausing vs archiving a poolSeasonal closes, renovations, non-payment holds, and goodbyes. Two different tools with very different side effects.