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 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
Customer StatusesPool Brain automatically assigns categories to Customers - Active (routed), Active (no route), Inactive, Lead
How to schedule & invoice for landlord/tenant and warranty workHow to create, schedule & charge if the person paying you is not the person living at the property (landlord/tenant, warranty work, etc)