Features - Customer Data

You may be in the pool business, but you’re also in the relationship-building business. Making the personal connection that keeps customers happy and satisfied is important.

The Pool Office Manager Software allows you to:



• Input all customer information into one easily accessible location
• Add pertinent information in the notes section – add gate codes, pet information and other unique information about each customer
• Customize fields that your technicians use and need – serial numbers, equipment, etc.
• Upload photos for future reference
• Access service history and upcoming service schedule for each customer quickly
• View, create and process invoices at the customer site
• Provide appointment reminders via email or text to keep customers informed and prevent time-wasting enquiries

Quickly view your customers profile to see pictures, equipment information, service history, scheduled appointments and more. If you're on the phone or researching the right repair part, easily stay organized and impress customers with Customer Profiles in Pool Office Manager