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Frequently Asked Questions
How do I add a new customer?
Navigate to Customers in the sidebar, then click "Add Customer." Fill in the customer details including name, email, phone, and property address.
How does route optimization work?
Our system automatically groups nearby properties and optimizes the driving order for each technician. Go to Routes to view and adjust optimized routes.
Can customers pay invoices online?
Yes! Customers can log into the Customer Portal to view invoices and pay with a credit card or bank account. You can also enable AutoPay for recurring billing.
How do I track chemical readings?
Technicians log chemical readings (pH, chlorine, alkalinity, etc.) during each service visit via the mobile interface. You can view history on the property detail page.
What integrations are available?
We integrate with Stripe for payments, QuickBooks for accounting, and offer a REST API for custom integrations. Visit Settings → Integrations to configure.
How do I set up recurring services?
Create a Contract for the customer with the service frequency (weekly, bi-weekly, monthly). The system will automatically generate scheduled visits based on the contract terms.