There are two ways to remove a customer from your active workflow: archive (hides them but preserves history) and delete (removes everything permanently).
Archive a customer
In the customer's record, scroll to the bottom and tap Archive customer. Archived customers:
- No longer appear in the active Customers list or route planner
- Keep all their visit history visible from the Archived filter
- Can be unarchived at any time
This is the recommended way to handle customers who stopped service. The history stays available for tax season and for any future re-engagement.
Delete a customer permanently
Use Delete customer only when you genuinely need the record gone — for example, a customer requesting deletion under a privacy law, or a duplicate record created by accident.
Deletion is permanent and cascades. When you delete a customer, PoolStamp permanently removes:
- The customer record
- All visit history for that customer
- All photos taken at that customer's pool (deleted from storage)
- All invoices and payment records
- Any portal access links
This cannot be undone. If you might want the data back, archive instead of delete.
Bulk archive or delete
The web admin's Customers list supports multi-select for bulk archive. Bulk delete is not exposed in the launch product — you'd need to delete one at a time, which is intentional friction.
Privacy requests
If a customer submits a formal data-deletion request (GDPR / CCPA-style), use Delete customer and reply to the customer confirming the deletion. PoolStamp logs the deletion in an audit trail you can produce if a regulator asks.