customers
8 posts
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Simplifies customer sign-up
New customers faced one long sign-up page and were never asked about gates or dogs.
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Hardens customer setup
New customers could end up without a location or a scheduled service.
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Adds billing address
New customers could not give a billing address separate from the pool address.
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Adds customer change history
Office staff could not see when, why or by whom a customer's details changed.
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Clarifies join page fields
New customers could not tell the pool address was required and the email was optional.
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Clarifies onboarding pricing
The price, visit schedule and billing on an onboarding link read as three different deals.
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Simplifies onboarding link
Staff could not see which sign-up link was chosen or simply copy it to send themselves.
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Simplifies adding leads
The office could not save a new lead without a street address.
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