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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

  1. Open a customer, expand Contacts & dispatch, and add the structured pool values the office needs to search or report.
  2. Choose whether each field appears read-only in field job data for the assigned tech.
  3. Add operational tags such as algae-prone, dog on site, past-due cash-only, or Do Not Service.
  4. 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.