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Help Center/For Pool Pros

For Pool Pros

Everything about running a pool service company on PoolChecker Pro, organized by topic.

Getting Started

9 guides

Set up your company, add your customers, and run your first optimized route.

Customers & Pools

4 guides

Customer records, pool details, schedules, gate codes, and the pool history page.

Routes & Scheduling

4 guides

Route optimization, the dispatch calendar, rescheduling, and how the nightly planner works.

The Tech App

3 guides

The technician's day on a phone: My Route, the stop screen, photos, and offline mode.

Chemistry & Dosing

3 guides

Readings, dosing recommendations, bromine pools, and chemical inventory.

Quotes & Invoicing

3 guides

Build and send quotes, online approval, invoices, and the service catalog.

Getting Paid

3 guides

Payouts, cards on file, payment links, deposits, installments, and recurring billing.

Team

3 guides

Inviting techs and managers, roles, seats, GPS, time off, and timesheets.

Texts & Notifications

3 guides

Customer texting, consent, on-my-way messages, service reports, and review requests.

Reports

2 guides

Exports, profitability, sales tax, and quote performance.

QuickBooks

1 guide

Connecting QuickBooks Online and what syncs where.

Account & Plans

3 guides

Plans, billing for your subscription, companies, and account settings.

FAQ

3 guides

Quick answers to the questions we hear most.

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