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Admins – Manage Customer Accounts

  • Add, Edit, or Delete a Customer (App)
  • Add, Edit, or Delete a Customer (Web)
  • Mark a Customer Inactive (Web)
  • Mark a Customer Inactive (App)
  • Add a Service Location (App)
  • Add a Service Location (Web)
  • Add, Edit, or Delete a Body of Water (App)
  • Add, Edit, or Delete a Body of Water (Web)
  • Add or Delete Pool Equipment (App)
  • Add or Delete Pool Equipment (Web)
  • Add Photos of a Customer's Pool Equipment (App)
  • Import Customers from QuickBooks Online (Web)
  • Connect Customers to QuickBooks Online (Web)
  • Import Customers From a File (Web)

Categories

  • Admins – Billing and Payments
  • Admins – Communicate With Customers
  • Admins – Customize Skimmer Settings
  • Admins – Manage Customer Accounts
  • Admins – Manage Routes
  • Admins – Manage Work Orders
  • Admins – Shopping List
  • Admins – View Reports
  • For Service Techs
  • FAQ, Release Notes, & Pro Content
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