Customer records, health, satisfaction and messaging.
The central directory of customers with addresses, contacts, grouping and tags, connected to their pools, routes and billing.
Open Client Directory from Client Management.
A health score that combines payment behavior, issues, water quality and responsiveness to flag accounts at risk of churn.
Open Client Health from Client Management.
Collect customer satisfaction and Net Promoter feedback, route happy customers to public reviews and unhappy ones to a private fix.
Open NPS / Satisfaction from Client Management.
Send targeted email and text campaigns with templates, audience segmentation, scheduling, opt-out handling and delivery history.
Open Message Center from Client Management.
Trigger the right message automatically when something happens, such as a completed visit, a due filter or an overdue balance.
Open Message Automations from Client Management.
Track equipment and warranty coverage per customer so you never miss a covered repair or a renewal opportunity.
Open Equipment Warranties from Client Management.
Securely keep a payment method on file with customer consent to streamline recurring billing and reduce late payments.
Open Card on File from Client Management; customers can also manage this from the portal.