Running multiple companies

Some operators run two brands (residential and commercial, two markets, a partner venture). One PoolChecker login can own up to five companies, each a genuinely separate business inside the app.

What "separate" means

Everything. Each company has its own customers, pools, routes, team, branding, texting allotment, QuickBooks connection, payout account, and its own subscription. Nothing crosses between them; a manager in company A sees nothing of company B unless you invite them there too.

Creating a second company

From Settings, Companies. Two rules:

1. Company names are unique across all of PoolChecker Pro, since the name fronts customer texts and report pages.
2. Additional companies require a paid plan at creation. The free tier exists to let a new business start; it is not a way to run five.

Daily mechanics

• Switching is in the header; two taps between companies.
• Default company (Settings, Companies) decides where signing in lands you. Set it to the busy one.
• Your personal profile (name, start location, appearance) is yours across companies; everything operational is per company.

Ownership and the handoff

Each company has exactly one owner. Handing a company to someone else is an explicit Transfer Ownership on the Team page, which makes them owner and you a manager in the same motion.

One thing transfer does NOT do: touch the payment method. The subscription keeps billing the card already on file until the new owner updates it, so after a transfer the app shows a "billing needs review" banner until a new card is added or the arrangement is confirmed. Both parties also get an email spelling this out; nobody discovers it on a statement.

Selling a book of business

The clean pattern: transfer ownership of the company. The buyer gets the customers, pools, full history, and team in place; you get out cleanly; the pool records keep their history because none of it was ever tied to your personal account.