Managing a Customer's
Profile & Service Locations
Learn how to navigate and manage an individual customer's profile, including their contact details, billing information, service locations, and the full history of all their interactions with your business.
Duration
25 minutes
Category
Customer Relationship Management
Part 1: The Customer Profile: Your Single Source of Truth
While the main Customers list gives you a high-level overview, the individual Customer Profile page is your command center for everything related to a single client.
Complete Customer Command Center
This is where you'll find every piece of information you have on a customer—from their phone number to their entire service history. Mastering this page is key to providing excellent customer service and managing your operations effectively.
How to Get Here: From the main Customers list, simply click on any customer's name.
Part 2: Anatomy of the Page: The Two-Column Layout
The Customer Profile page is organized into two main sections: a left-hand sidebar for quick-reference information and a main content area with detailed tabs.
📋 Left Sidebar: Quick Reference
This sidebar gives you the most important customer details at a glance.
📞 Contact Details
Displays the customer's primary phone number, email, and billing address.
Click the "Edit" button to open a modal (Edit Customer dialog) where you can update any of this information.
💳 Billing Snapshot
AutoPay: A status indicator shows if the customer is enrolled in automatic payments.
Payment Method: Shows the default payment method on file (e.g., "Visa **** 1234").
Billing Cycle: Shows their billing frequency (e.g., "Monthly").
🏠 Service Locations
This is a crucial section. It lists all physical addresses you service for this customer.
Each location card is a self-contained unit. Clicking on a location will make it "active," refreshing the main content area to show data specific to that location.
Click the "Add Service Location" button to add a new property for this customer (e.g., a rental home or a second property).
Part 3: The Main Content: Customer Tabs
The main area of the page uses a tabbed interface to organize all customer-related activity. This is where you'll spend most of your time.
💰 Service Rate Tab
Service Rate & Labor Cost
Displays the recurring service rate and your internal labor cost for the selected location. You can click directly on the rate to edit it inline.
Billing Summary
Shows the customer's outstanding balance and any available credit. You can click "Manage Credit" to add or use credit for the customer.
Quick Actions
Instantly "Generate Invoice" or "Record New Payment" for this customer.
Recent Invoices & Payments
A quick look at the most recent billing activity, with a "View All" link to their full history.
🗓️ Routes Tab
Service Routes
This is where you manage the recurring schedule for the selected location. You can add a new route, edit an existing one, or delete an assignment.
Service History
A detailed, reverse-chronological log of every visit to this location, including completed stops, skipped stops, chemical readings, and technician notes.
🔧 Work Orders Tab
This tab shows all one-off jobs for this customer (e.g., repairs, installations). It's a filtered view of the main work orders list, showing only jobs for this specific client. You can also add a new work order directly from here.
📋 Quotes Tab
View all quotes sent to this customer. You can see their status (Draft, Sent, Approved) and quickly create a new quote for them.
🏊 Pools Tab
Manage the specific bodies of water at the selected service location. You can add multiple pools or spas to a single location, each with its own equipment list, volume, and maintenance notes. This is where you use the pool management interfaces.
📸 Photos Tab
A dedicated gallery for this customer. Upload photos of their pool equipment for reference, document damage before a repair, or show off a perfectly clean pool after a service.
Part 4: Managing Multiple Service Locations
A key feature of Upbuoy is the ability to manage customers who have more than one property.
Adding a New Location
On the left sidebar, click the "Add Service Location" button.
The AddLocationModal will open.
Enter the new address. Just like in onboarding, use the address autocomplete feature for best results.
You can set a separate service rate, labor cost, and tax group for this new location. This is perfect if you service both a residential pool and a small commercial property for the same client.
Click "Add Location" to save.
The new location will now appear in the list on the left. You can click on it at any time to view and manage its specific routes, service history, and service rate.
Key Takeaways
The Customer Profile is the central hub for every interaction and piece of data related to a single customer.
The left sidebar provides at-a-glance information, while the right-hand tabs contain detailed activity logs and management tools.
You can manage multiple service locations under a single customer, each with its own unique service rate and route schedule.
Most actions—like creating an invoice, scheduling a work order, or adding a route—can be initiated directly from this page.
Next Steps
Now that you're comfortable managing customers and their locations, let's zoom in one level deeper and look at how to manage the specific pools and equipment at each location.
Ready to manage pools and equipment?
Proceed to Module 8: Managing Pools, Spas, and Equipment