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, the customer portal, and any future password-reset flows.
- 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. The form is identical to the mobile app but adds optional fields for billing address (if different from service address) and internal notes that customers never see.
What happens after you save
PoolStamp geocodes the service address using Mapbox to get latitude/longitude. That's what makes route planning work and what powers the GPS check-in confirmation when a tech completes 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.