Customer List and Profile

Find customers in your software using the customer list and accompanying filters, or view detailed information about a customer through their profile.  

Full Video: Customer List and Profile: https://youtu.be/200u8menNGY

Filters enable you to refine your search, as well as the search bar located in the upper right corner.

Customer Profile

View Video for Customer Profile: https://youtu.be/200u8menNGY?t=149

Click on the Customer and view details in different tabs

Info — Basic contact and pool information. 

Custom fields— Customized fields that can be updated about customer preferences

Profile Notes — Notes that will appear when you create an appointment and complete a service report.

Sales Notes — Notes that are internal and for your sales staff to have some extra information about this certain customer.

TIP! If you click on any blue wording, this is a link. The email address will link to your email account. The address will link to maps. 

Resources!

Check out our website: https://poolofficemanager.com/ 

Help number: 614-710-0074 ext 3