Customers
Importing customer Info and managing customer details
By Support1 author11 articles
- 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