Client & Pool Management
Creating & Managing Clients
- LXV | Client Deduplication
- Vital | Storing a document for a client using notes
- Vital | Export Contacts
- Vital | Best Practice for Setting Up Real Estate Agent Companies
- Vital | Create a contact
Pool Profiles & Service History
Water Testing
- Connect a Xpress Flex
- Connect a Spin machine
- Change the test frequency
- Change set days for water test reminders
- Update default message for water test results