Customers: your address book
For: Pool safety inspectors, Property managers and agencies, Pool fence contractors, Pool builders · Last updated 16 October 2026
Customers is your address book for owners, landlords and agents. Open a customer to see their properties, jobs, inspections, requests, quotes and invoices.
Who it is for: Business accounts. Viewers can look but not change.
How to do it
- Open Customers and use Search customers to find someone, or use the round add button for a quick add.
- For a quick add enter a Name and a Phone number. That is enough. You can add Email, Company and more later.
- Open the customer. Under Notes press Add note to jot down calls, access instructions or what was quoted. Each note is dated, newest first.
- Use Tags to group customers and Favourite to pin the ones you use most. Press Save tags.
- From a customer press Add a property, Add a job or Start an inspection to carry on.
- To change details, use Edit customer and press Save customer.
What it does not do
- Customers are your own records. They are never shown on your directory listing.
Common questions
Can I make a customer while writing a quote?
Yes. Both the quote builder and the invoice form let you create a new customer without leaving the page.
PoolPreCert helps you do and record your work. It does not decide whether a pool meets the Queensland standard. Only a licensed pool safety inspector does that.
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