THE GUIDED TOUR
From customer setup
to payment.
Follow the customer journey from adding a pool to secure payment enrollment and completed service. Silent captions make it easy to watch on your phone.
FROM SIGNUP TO SERVICE
See the workflow.
Know the next step.
A silent, phone-friendly walkthrough using actual PoolSaaS screens from the demo company. See the real customer forms, portal AutoPay controls, dosing calculator, saved visit history, chemical costs, usage filters, repair scheduling and billing. Close-ups make the controls readable. Payment enrollment is explained; no card is entered or charged in the demonstration.
Choose a chapter to jump directly to it:
1. Add a customer and pool
An owner, manager or office admin opens Customers and chooses Add customer. A technician-only account asks the office to add the customer. Then 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. Invite the homeowner and enroll in AutoPay
Open the saved customer and choose Create portal link. Share that private link with the homeowner. In their portal, they open Billing, review the monthly service amount and billing day, then choose Add payment method under Payment method & AutoPay. They complete secure Stripe setup and authorize future payments. After returning, confirm AutoPay is active; if paused, use Turn on AutoPay. Enrollment alone does not mean an invoice has been paid. The homeowner can Pause AutoPay in the portal.
3. 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.
4. 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.
5. Use the dosing calculator and record actual additions
Inside the visit, confirm pool volume, readings, targets, product and strength. Suggestions update as readings are entered and may prefill additions. Use this dose or Use this amount applies a suggestion. Verify product labels and field conditions, then correct Chemicals added to match the actual amount used before saving. A suggestion alone does not prove a chemical was added.
6. Save chemical prices and review costs
In Chemicals, edit the product, select its tracking unit, enter Cost per tracking unit ($), and Save product. Divide package price by package quantity: for example, $220 for 100 lb means $2.20 per lb. Recorded additions preserve their saved usage cost. Visit history shows Chemicals added, quantities and chemical cost. Older records may show estimates using current prices.
7. Review daily, weekly, monthly and per-pool usage
In Chemicals, Recorded usage by route day & pool lets you choose Month and Route service date. All route days shows the selected month; an individual service date shows that day. There is no dedicated weekly total yet: add the seven daily totals, using both months if the week crosses a month boundary. Quantities are grouped by chemical and unit. Turn off reconstructed historical estimates to review recorded use. Pool detail is grouped by service date; Profitability shows the Chemicals column for each customer in the reporting month. Missing prices or unrecorded doses make totals incomplete.
8. 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.
9. 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.
10. 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.
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