Customers
Importing customer Info and managing customer details
Create a New CustomerHow to create a new Customer in Pool Brain
Import Customers with QuickBooks OnlineConnecting your customer info with Quickbooks Online
Import Customers from a FileQuickly bring your Customer list into Pool Brain using a .CSV, Excel doc, or other file formats
Delete or Archive a CustomerHow to delete or archive a customer (or reactivate an archived customer)
"Primary" & "Billing" Properties / ContactsHow to set a contact/property as primary or billing and what happens after you do
Create & Edit Multiple Properties for a CustomerHow to add more than 1 property address for a single customer
Assign Different Tax Rates for Different PropertiesHow to set different tax rates for different properties
Email Addresses for Route Stop EmailsAdd, edit, or remove email addresses for Route Stop Customer Emails
Gate Codes, Access Notes , and DogsGive your techs what they need to access the property quickly and safely
Customer TagsAdd tags to your customers for labeling, view filtering, and reporting purposes
Customer StatusesPool Brain automatically assigns categories to Customers - Active (routed), Active (no route), Inactive, Lead