Once a customer record is created, the Customer Details page serves as a centralized dashboard for managing that account. The INFO tab acts as a comprehensive summary view, displaying all key customer information entered during the initial setup and subsequent updates.
Navigation Tabs
At the top of the Customer Details page, the following navigation tabs are available to move between different areas of the customer profile:
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INFO (default tab)
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APPT / SERVICE
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SALES
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PICTURES
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BILLING / INVOICING
The system always opens the INFO tab by default when accessing a customer record.
Contact and Administrative Summary
This section provides a high-level overview of the customer’s contact details and administrative information.
Address Details
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Displays the primary service address.
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Shows the designated billing name and billing address.
Communication
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Displays the customer’s mobile phone number.
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Shows categorized email addresses:
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Main Email
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Secondary Email (if provided)
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Notes
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A yellow-highlighted notes area displays:
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Profile Notes
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Sales Notes
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These notes are carried over from the Create/Edit Customer workflow for quick reference.
Customer Since
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Displays the original date the customer was added to the system.
Pool Information
This section displays technical and maintenance details related to the customer’s pool or spa.
Physical Specifications
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Pool Volume
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Pool Type (e.g., Liner)
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Pool Dimensions / Shape
Installed Hardware
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Pump (brand and model)
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Filter (brand and model)
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Heater (brand and model)
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Cleaner (brand and model)
Maintenance Details
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Winter Cover type
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Sanitizer equipment currently in use
Spa Status
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Indicates whether the customer has a hot tub or spa.
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Displayed as a Yes / No value.
Custom Fields and Additional Information
This section contains business-specific data and billing preferences.
Custom Fields
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Displays any custom fields configured by the business.
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These fields support specialized workflows or internal tracking needs.
More Info
A detailed list of administrative and billing preferences, including:
Financial Information
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Sales Tax Code
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Invoice Method
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Invoice Type
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Payment Method
Operational Settings
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Assigned Zone for scheduling and routing
Customer Preferences
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Preferred Contact Method (e.g., Email)
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Notification Preference (e.g., Text, Email)