Hey Pool Pros!
Exciting news! We've just launched a new enhancement in customer management that allows you to streamline your workflow and manage your customer base more efficiently. Now, you can manage multiple customers at the same time, saving you time and helping you stay organized.
Here's how it can help:
- Clean up your customer list: Easily remove inactive customers from search results, tags, route assignments, and recurring work orders. This keeps your data organized and ensures you work with the most up-to-date information.
Important: Make sure all invoices are created before setting a customer to inactive.
- Simplified tagging: Tags are a great way to add customer information and segment your customer base. Now, you can apply/remove tags from multiple customers at once! This makes it easier to filter your customer list and service rates page, allowing you to quickly find specific customer groups.
- Effortless broadcast emails: Send broadcast emails to only the customers you want. Bulk tagging saves you time and ensures your messages reach the right audience.
- Streamlined invoicing: Filter and run the invoice generator for specific customer groups using tags, ensuring a more efficient billing process.
Want to see it in action?
Check out our product demo below and see how you can save time and manage your customer base like a pro!
Do you have questions or want to share your thoughts? Let's keep the conversation going in the comments below!