Add a new customer (and edit one later)

Create a customer record with their pool, contact info, gate/access notes, and service schedule. Everything about that account lives here, and you can come back and change any of it.

Where: Top bar -> + New -> + Customer (to edit: open the customer, then Edit)

1. Click + New in the top bar, then + Customer.
2. Fill in Name and Address. Add Phone, Email, and a Gate code if you have them.
3. Use Access notes for how to get in (side gate, dog in yard, equipment behind the shed). Use Internal office notes for anything the tech should NOT see.
4. Set the pool details lower down: Pool size (gallons), Water (chlorine or salt), Body (pool, spa, or both), and Finish.
5. Set the money and schedule: Service $/visit, Frequency (weekly, biweekly, monthly, every N days), and Service day.
6. Click Save. To change anything later, open the customer and click Edit.
7. For a former customer, open Advanced details and turn off Active customer. WaterMark pauses untouched future visits and marketing while preserving billing history and open balances. Turn it back on to restore those paused visits.