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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

  1. Turn on only the homeowner features the pool company is ready to use: on-my-way tracking, completion surveys, portal equipment, and self-scheduling.
  2. 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.
  3. Confirm equipment make, model, serial, install date, and warranty on each pool; the portal shows only that homeowner's enabled pool records.
  4. 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.