Customers & Sites
Customers, service locations, equipment, and importing your existing book.
A Customer is the account. A Site is a service address or feature that belongs to that account — a pool, a property, a pond. Quotes, jobs, and invoices all need both.
Work through these in order, then send a quote.
- Add a Customer and a SiteCreate the account you work for and at least one service location so you can quote, schedule, and invoice.
- Work Leads on the PipelineMove leads across the board, give each one an owner, value, and tags, keep a dated timeline, name your own stages, and go straight from a lead to a quote.