Customers Page: Create Customer

The Create Customer page allows users to add a new customer profile to the system. It uses collapsible accordion sections to organize customer information into logical categories, making data entry structured and easy to manage.

Accessing the Create Customer Page

1. Navigate to the Customers Page.

2. Click the + Create button.

3. The system redirects you to the Create Customer Page.

Create Customer Page Overview

The Create Customer page is organized into five accordion (collapsible) sections, each containing related customer information:

1. Contact Info and Custom Fields

2. Service, Pool and Hot Tub Details

3. Billing Information

4. Service Pricing

5. Notes

Each section can be expanded or collapsed to keep the workspace organized.

Accordion Navigation Behavior

Expansion Panels

• Each main category appears as an accordion panel.

• Click the chevron (arrow) on the right side of a panel header to expand it.

• When expanded, the arrow points upward; clicking it again collapses the section.

Nested Accordions

• Some sections contain nested accordions (e.g., Coordinates).

• Clicking these reveals additional sub-fields such as Latitude and Longitude.

1. Contact Info and Custom Fields

This section captures the customer’s basic contact and status information.

Input Types Used

• Standard Text Fields
  Used for fields such as First Name, Email, Street Address, etc.

• Selection Dropdowns
  Used for fields like Notification Preference, State, and Zones.

• Date Picker
  The Customer Since Date field includes a calendar icon for date selection.

• Radio Buttons
  Used for Status selection:

  • Lead

  • Active

  • Inactive
    (Only one option can be selected.)

• Checkboxes
  Used for:

  • Enable Text Messages

  • Use Address for Billing

Clicking a checkbox toggles the option on or off.

2. Service, Pool and Hot Tub Details

This section defines service scheduling and pool equipment details.

Service & Scheduling 

• Service Frequency
  Select how often service is performed (e.g., Weekly, Bi-Weekly).

• Service Days
  Select specific days of the week (Monday–Sunday).

• Property Type
  Choose between:

  • Residential

  • Commercial

• Pool Specifications
  Enter Pool Type, Dimensions/Shape, and Winter Cover Type.

• Pool Volume
  Enter total gallons.
  Use the blue Help Icon (?) to calculate volume if needed.

Equipment & Sanitization 

• Equipment List
  Enter brand and model details for:

  • Pump

  • Filter

  • Heater

  • Cleaner

• Sanitizer
  Enter the primary chemical type used.

• Sanitizer (Displayed)
  Select how the sanitizer name should appear on service reports.

• Other Equipment
  Use this field for additional equipment or notes.

• Hot Tub / Spa
  Enable the checkbox if the customer has a hot tub or spa.

3. Billing Information

This section defines billing identity, preferences, and payment configuration.

General Billing Details

• QuickBooks Integration

  • QuickBooks Name

  • QuickBooks ID

• Use Address for Billing
  Copies the service address to billing address fields.

• Billing Contact Details

  • First Name

  • Last Name

  • Email

• Billing Address

  • Street Address

  • City

  • State (dropdown)

  • Zip Code

Billing Preferences & Methods 

• Billing Frequency
  Select the payment platform (Cash, Visa, Stripe, PayPal).

• Payment Method
  Select terms such as Autopay or Due on Receipt.

• Invoice Method
  Choose delivery method (Mail, Email, Text).

• Contact Method
  Select preferred billing communication method.

• Invoice Type & Sales Tax Code
  Categorize invoices and apply tax rules.

4. Service Pricing

This section allows defining custom service rates for the customer.

Entering Pricing

• Each price field includes a $ prefix.

• Click inside a field to enter a numeric value.

Service Categories Include

• Standard Maintenance

  • Cleaning

  • Weekly Packages

  • Monthly Packages

• Technical Services

  • Acid Wash

  • Leak Detection

  • Liner Measurement / Replacement

• Seasonal Services

  • Opening Visit Packages

  • Closing

  • Winter Check

• Labor Charges

  • Hourly Labor

  • Project Labor

  • Service Calls

Scrolling

• Use the vertical scrollbar to view additional services such as:

  • Spa / Hot Tub Drain & Clean

  • Supplier services

5. Notes

This section captures internal, long-form notes.

Sales Notes

• Used for lead source, contract details, or sales context.

Profile Notes

• Used for general customer or property information.

Finalizing the Customer Record

Once all required information has been entered:

1. Scroll to the bottom right of the page.

2. Click the SAVE CUSTOMER button.

3. The system saves the customer profile and adds it to the Customers list.