Customers & portal
Customer records, the customer portal, and messaging.
9 articles
Mark accounts as commercial, set guaranteed arrival windows, and let the optimizer + notifications do the rest.
The minimum vs the full record — both take under a minute.
Label and segment customers, store your own notes, and track prospects separately from active accounts.
Give a pool and a spa different task lists on the same customer.
Service history, chemistry, invoices, AutoPay, messaging.
Let customers choose what they hear about, and whether it comes by email or text.
Message customers from the portal, broadcast to techs.
Send a one-time email to a chosen segment — now or on a future date.
Give them access to invoices, messages, and service history.
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