Most operators use the CSV importer for the initial load, then add new customers one at a time as they sign on. Adding a customer takes about thirty seconds.
From the mobile app
Open the Customers tab and tap +. The minimum fields are:
- Name — full name or property name (e.g. "Smith Residence" or "Lakefront HOA").
- Service address — the address where you'll be doing the work. The map preview will geocode this in the background.
Recommended additions:
- Email — required for receipts and customer portal links.
- Phone — required if you plan to send SMS notifications.
- Language — English or Spanish. This drives every customer-facing email, SMS, and portal page.
Tap Save and the customer is live immediately. They appear on the Customers list and become selectable when you plan a route.
From the web admin
In the web admin go to Customers → New customer. Use the same core fields: name, service address, email, phone, language, service cadence, and customer notes.
What happens after you save
PoolStamp geocodes the service address to get latitude/longitude. That's what makes route planning work and powers the GPS proximity warning when a tech starts a visit.
If geocoding fails (rare, but happens with new construction or rural addresses), the customer is still saved — they just won't appear on the route-planning map. You can re-geocode by editing the address and tapping Save again.