THE GUIDED TOUR
From customer setup
to payment.
These screenshots show the demonstration workspace. Your business records stay in your own signed-in workspace.
1. Add a customer and pool
Open Customers, choose Add customer, and enter contact details, the service address, pool volume, service day and monthly service price. Save access instructions so your technician has them at the stop.
2. Plan the workday
Open Routes to review stops and assignments. Optimize a route with at least three stops, then check the order before dispatching your team.
3. Complete the pool visit
Open the assigned stop. Record water readings, chemicals used, work performed and any equipment concerns. Add photos and complete the visit before sending the service report.
4. Handle a repair call
Dispatch a Service Call with a checklist. A technician with the right permissions can inspect the problem, prepare and send an estimate, record customer approval, complete the repair, create the invoice and charge an authorized card on file.
5. Invoice and collect payment
Open Billing to review the customer balance and prepare an invoice. Generate a Stripe payment link for one-time payment, or use the customer’s autopay setup link to collect their authorization.
6. Run monthly billing
Review the billing date, customer amounts and credits before starting the billing run. Customers who authorized autopay can be charged automatically; others receive invoices. Check failures and payment status before retrying.
Customer texts go to the office
Incoming texts appear in the shared administrator inbox. Owners, managers and office administrators can read and reply from the business number. Technicians do not receive the shared inbox. Texting becomes available after your provider registration is approved.
Set up your business →