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47 step-by-step guides for running your pool service company on PoolChecker Pro, each one with a short demo on desktop and on a phone.
New here? Start with Getting Started.
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Getting Started10Set up your company, add your customers, and run your first optimized route.Customers & Pools6Customer records, pool details, schedules, the pool history page, and how leads become customers.Routes & Scheduling4Route optimization, the dispatch calendar, rescheduling, and how the nightly planner works.The Tech App3The technician's day on a phone: My Route, the stop screen, photos, and offline mode.Chemistry & Dosing3Readings, dosing recommendations, bromine pools, and chemical inventory.Quotes & Invoicing3Build and send quotes, online approval, invoices, and the service catalog.Getting Paid3Payouts, cards on file, payment links, deposits, installments, and recurring billing.Team3Inviting techs and managers, roles, seats, GPS, time off, and timesheets.Texts & Notifications3Customer texting, consent, on-my-way messages, service reports, and review requests.Reports2Exports, profitability, sales tax, and quote performance.QuickBooks1Connecting QuickBooks Online and what syncs where.Account & Plans3Plans, billing for your subscription, companies, and account settings.FAQ3Quick answers to the questions we hear most.
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