The customer CRM.

01

Customer records

Everything about the customer in one place.

Each customer record holds their pools, equipment, gate codes, service plan, billing setup, and notes. Add custom notes the whole team can see.

• Pools, equipment, and gate codes on the record
• Service plan and billing setup per customer
• Notes shared by the office and the field

02

Service history

The full history of every pool.

Every visit, reading, dose, photo, invoice, and payment is saved to the customer's record. When a customer calls, the office sees the same history the tech logged.

• Visits with readings, doses, and photos
• Invoices and payments on the same record
• History available at the pool in the field app

03

Leads to customers

Leads and customers in one list.

A lead becomes a customer in one click, with everything carried over. The quote, the signed agreement, and the original request stay on the record.

• Lead stage tracked on the record
• Quotes and signed agreements attached
• The record carries straight over when a lead becomes a customer

04

Import

Bring your customer list with you.

Import customers from a CSV with the provided template, or add them as you go. Export your data whenever you want it.

• CSV import with a template
• Setup wizard for new companies
• Your data is exportable, always

05

Reports & accountability

Reports across the whole operation.

One reports page pulls it together: money collected and outstanding, visits and hours per tech, labor pay, job margins, and sales. And every significant change (a deleted invoice, a corrected report, an approved shift) is logged with who made it.

• Money, service, labor, jobs, and sales in one report
• Hours and pay per person from timesheets
• An activity log of who changed what