Customers & Pools
Turn on homeowner tracking, surveys, equipment, and self-scheduling
Optional homeowner trust surfaces show only real technician, GPS, equipment, warranty, feedback, and capacity-backed scheduling state.
Where: Manage company -> Company & Tax -> Homeowner trust surfaces
- Turn on only the homeowner features the pool company is ready to use: on-my-way tracking, completion surveys, portal equipment, and self-scheduling.
- Upload trusted technician photos in Team, then turn on Show employee photos in Company settings when the office is ready to display them on routes, crew maps, and homeowner tracking.
- Confirm equipment make, model, serial, install date, and warranty on each pool; the portal shows only that homeowner's enabled pool records.
- Configure real service zones and arrival-window capacity before offering self-scheduling.
Good to know
- Tracking expires, ends on arrival, and withholds stale GPS instead of inventing a location.
- A completion survey is sent once after a real completed job when the org toggle is on.