Pool and Spa Customer Portal Without a Separate Customer Portal

Pool and Spa Customer Portal Without a Separate Customer Portal

Pool and Spa Customer Portal Without a Separate Customer Portal is how a pool and spa company keeps approvals, invoices, and visit status inside ServiceFlow Pro instead of paying for a separate customer portal. For pool and spa route businesses that log water chemistry, manage seasonal openings, and pack more stops into each tech day.
Pool and Spa Customer Portal Without a Separate Customer Portal puts approvals, invoices, and visit status on the customer and the job, so the office does not retype the same visit into a separate customer portal. Homeowners approve and pay without a second account product. Status stays attached to the job they already booked.
Pool and Spa Customer Portal Without a Separate Customer Portal leaves the outside network in place. Customers pay the invoice you created. Card processing still runs through Stripe or Helcim.

What stays connected

Customers pay the invoice you created. Card processing still runs through Stripe or Helcim.

What you stop renting

ServiceFlow Pro stands in for a separate customer portal.
  • Pool and Spa customer portal on the same customer record as the job
  • Homeowners approve and pay without a second account product
  • Status stays attached to the job they already booked

Questions