Everything in PSS starts with your clients and their properties. A client is the person or company you bill—the contact, the email, the payment method, the account balance. A property is a physical place you service: a backyard pool, a community spa, a rooftop fountain. The two are linked but separate, because the real world is too: one client can own several properties, and the bills go to the client while the work happens at the property.
This separation is what lets PSS keep a homeowner with a single pool and a property manager with twenty sites in the same system. You bill the client once, but you schedule, route, and report on each property on its own.
The Clients area is where you create and manage both. From here you can:
- Add new clients and their service properties.
- Open a client’s profile to see their contact details, balances, work, and history.
- Browse every client or every property in fast, sortable lists.
- Review the ratings and feedback your clients have submitted.
To open it, click Clients in the left-hand menu, under People & Billing.
Note: The Clients area is available to the Admin, Manager, Company Admin, and Company Manager roles. Technicians manage clients and properties from the mobile app instead.