PoolSaaSCUSTOMER TRAINING
Learn the tasks
for your role.
Owners, office teams, and technicians can go directly to their section. Start with a small test route, then move the company live.
START HERE
See the complete workday in 51 seconds.
Watch the short overview, then select your role below for exact tasks and checklists.
01
Set up the company
Outcome: Create a workspace your team can use immediately.
- Confirm company information and service settings.
- Import or add customers and verify service addresses, pool details, service days, prices, and access instructions.
- Invite employees and assign the minimum permissions needed for each role.
- Connect approved payment, email, texting, and routing providers as needed.
02
Build and supervise routes
Outcome: Know who is servicing every pool.
- Assign each customer to a service day and primary technician.
- Review or optimize stop order, then confirm the result before dispatch.
- Move a pool to another day or technician without deleting the customer.
- Monitor completed, in-progress, and missed stops from the dashboard.
03
Control billing
Outcome: Bill accurately and follow failed payments.
- Confirm monthly prices, credits, billing dates, and customer authorization.
- Preview the billing run before charging authorized autopay customers.
- Send invoices or payment links when autopay is not authorized.
- Review failures, balances, and follow-up actions before retrying.
04
Manage the team
Outcome: Keep time and permissions accurate.
- Review clock-ins, clock-outs, and hours.
- Correct time only when authorized and preserve accurate records.
- Review employee access to estimates, invoices, and card charging.
- Deactivate former employees promptly.
Practice in the guided tour.
Review the real app screens from customer setup through payment.