Customers & Pools
Replace free-text pool notes with fields and dispatch tags
Create typed customer or pool fields for facts such as gate code, gallonage, surface, sanitizer, and equipment brand; use tags for warnings and booking rules.
Where: Customer 360 -> Contacts & dispatch -> Structured fields and tags
- Open a customer, expand Contacts & dispatch, and add the structured pool values the office needs to search or report.
- Choose whether each field appears read-only in field job data for the assigned tech.
- Add operational tags such as algae-prone, dog on site, past-due cash-only, or Do Not Service.
- For a blocking tag, choose Warn or Block so office, public booking, and the AI receptionist enforce the same rule.
Good to know
- Pool tags inherit to future jobs, so the dispatch warning follows the work.
- Access instructions remain protected and are not exposed through API automation notes.