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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. After create, set who to call and the site photo. Aquatic companies also manage Site Permits. When a property changes hands, move the site to its new customer and its history comes along. When a property manager's homes or HOAs switch managers, change them in bulk. To take customers you no longer serve out of the directory, one or many at once, archive them. List search and filters are covered in Filter and Share a List.
- Add a Customer and a SiteCreate the account you work for and at least one service location so you can quote, schedule, and invoice.
- Set Who to Call and the Site PhotoPut billing contacts, who crew should call on arrival, and the site photo on file — then log a call so the next person sees it.
- Set a Site's Visit LengthGive one site its own minutes on site per work type when the work type's default is wrong for it — SOLIVEN, saved routes, booking, and the day timeline plan with your number.
- Move a Site to Another CustomerChange which customer owns a site when the property changes hands or was filed under the wrong account. History, permits, and equipment stay on the site.
- Find Quotes and Invoices on a CustomerSee which quotes, contracts, and invoices belong to a customer or site this fiscal year, and preview a quote or invoice without leaving the page.
- Change Property Managers in BulkMove many of a property manager's sites to a new customer at once, add accounts to a management company from one search, or transfer its HOAs to another management company in one step.
- Archive CustomersTake customers and sites you no longer serve out of the active directory, one at a time or many at once, and restore them later.
- Manage Site PermitsTrack lake site permits — number, dates, status, uploaded PDF or photo, past seasons, and other sites that share the same permit number.Weed Treatment
- 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.
- Run a Marketing Email CampaignWrite one email and send it to a segment of your customers, with the list staged for review, unsubscribes honored, and a pre-send checklist before anything goes out.
- Format an Email with the HTML ToggleSwitch an email body from Plain Text to HTML to add bold, links, headings, lists, a divider, and a call-to-action button — on marketing campaigns, follow-up sequences, and portal messages.