Add a new customer

Tap Customers, then tap Add customer.

Enter the customer’s name, address, email, and phone. Choose which email each recipient gets: Invoices, Service Reports, or both.

Tap Next: Property.

Enter the service address, gate code, notes, pool type, and pool size. Choose whether to send a pool-fill reminder.

Tap Next: Service.

Choose the technician, monthly fee, visit length, frequency, and service days. Choose whether customer reports show readings and dosages.

Tap Next: Photos.

Add a cover photo and any detail photos. Check the information, then tap Create Customer.