poolcloudpoolcloudupdates

Hardens customer setup

#42
Customers

The problem

  • Some customers had no primary location for pools and stops.
  • Services went missing, or started before the customer was ready.
  • Yearly prices on the sign-up link failed.

The flows

  1. A
    A

    Button on Services tab

    • Where a missing service shows; easy to miss.
  2. B
    B

    Menu on status pill

    • Always in the header; hidden behind a tap.
  3. C
    C

    Link on onboarding strip

    • Beside the card and terms paths.

What shipped

  • Every customer gets a primary location when created.
  • Service starts once a card is saved or invoice terms are accepted.
  • New services land in Unscheduled, ready to route.
  • The office can start service without a payment method, with a reason.

Customers move from lead to scheduled along one path, and all three override spots open the same sheet. An hourly check flags broken records.

customersonboardingscheduling