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