# Keep pool customers and service properties organized

> Chisel Tide keeps customer records and their service properties together, giving your office and field team a shared place to work.

## Customer details are scattered across spreadsheets, texts, and your memory.

Start by distinguishing who pays from where work happens. A homeowner with two houses is one customer with two properties. A property manager can represent several service locations. Flattening those relationships into a list of names makes scheduling and handoffs harder.

## Separate customers from locations

Make one customer record for each billing relationship. List every service address beneath the correct customer. Count customers and properties separately before moving data.

## Resolve uncertainty before import

Flag matching names, shared emails, and incomplete addresses. Ask the owner which records belong together instead of silently merging them. Keep cancelled accounts separate from the active service list.

## Review a small, representative sample

Include a residential customer and a customer with more than one property. Confirm names, addresses, and counts before adding the rest of the list.

## How Tide helps

Tide provides customer records, properties, property contacts, and service plans. Customer search and status filters help the office find the right account. Multiple properties can remain under one customer.

## What chat setup includes

Chat setup can prepare customer names, contact details, and multiple service properties. It does not import extra property contacts, historical visits, or payment credentials.

Chat setup is in preview. Availability depends on your assistant and the Tide connection. You can also create your account on this page when signup is available.

## Can one customer have several pools or service addresses?

Yes. Tide separates customers, properties, and pools. The chat setup creates customers and properties; detailed pool and equipment configuration happens after signup.

## What to measure

Check how many customer records have a verified service address and how long it takes the office to find the right property. Compare those measures before and after your pilot.

## Conversation starter

Help me evaluate Chisel Tide for organizing my pool customers. I have residential customers and a property manager with several service addresses.

[Explore setup and connection options](https://www.chiseltide.com/start).

## Product documentation

- [Customer and property workflows](https://docs.chiseltide.com/customers-xymey)

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