Add your first customer and pool

A customer is the person you bill and text. A pool is the thing you service, with its own schedule, chemistry history, equipment, and photos. One customer can have several pools.

Add the customer

1. Open Customers and tap Add Customer.
2. Enter their name, service address, and phone or email.
3. Decide the text consent toggle. Texts (on-my-way messages, service reports, payment links) only ever send to customers who have consent on file, so turn it on when the customer has agreed to receive texts from you. You can change it any time on the customer's page.

Add the pool

From the customer's page tap Add Pool. The wizard walks through:

1. Location: the pool's address, usually the customer's. Tap Verify so the address is matched to map coordinates. A pool needs coordinates to appear on routes and maps; the wizard will try automatically if you skip the button.
2. Details: pool type, volume in gallons (dosing math uses it, so a real number beats a guess), sanitizer (chlorine or bromine), salt system, spa.
3. Schedule: the service day and frequency (weekly, biweekly, and so on), estimated minutes on site, and an optional preferred tech. A pool must have a schedule to be created; that schedule is what puts it on routes. Pools can hold more than one schedule, for example Monday full clean plus Thursday chemical check.

The two fields your techs will thank you for

On the pool page, fill in:

• Gate code: shown to the tech right on the stop.
• Sticky note: the persistent yellow note at the top of every stop at this pool. Dog in the yard, key under the mat, filter quirks. It never expires until you change it.

Good to know

• Active pools count toward your plan's pool limit. Archiving a pool frees the slot and keeps its history.
• Every pool has a permanent history page: visits, chemistry trends, notes, equipment, and photos, all in one timeline.

Next: import your existing customers if you have a book to move, or jump to building your first route.