Customer records change. Phone numbers change, customers move, pools get rebuilt. Every editable field on a customer can be changed from either the mobile app or the web admin.
What you can edit
- Name and language preference
- Service address (re-geocoded automatically on save)
- Email and phone
- Pool spec — volume, surface type, equipment notes
- Per-customer chemical preferences and dosing notes
- Service frequency (weekly, biweekly, custom)
- Internal notes that customers never see
What you can't edit
- Customer ID (system identifier)
- Date the customer was added (visible but immutable)
What happens to past visits when you edit?
Past visits are immutable — their stored snapshot of the customer name and address at the time of service does not change when you edit the customer record. That's deliberate: a service receipt from January 2026 should accurately reflect what the customer's address was in January 2026, not the new address they moved to in June.
The customer portal (which shows the customer's view of their own history) always uses the current name and contact info.
Renaming a customer
If you renamed a customer because the property changed ownership, consider whether you want to keep the visit history under the same customer record or create a new one. New owner = new customer is the cleaner pattern. Same owner who renamed the property = edit in place.
There's no merge tool in the launch product. Coming soon.