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 and 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
Customer StatusesPool Brain automatically assigns categories to Customers - Active (routed), Active (no route), Inactive, Lead
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