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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. 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.
- 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.