PoolCheckerPROOpen the app

Efficiency tricks

Fourteen small habits that compound: the fastest ways through dispatch, the field day, quoting, and getting paid.

Updated September 12, 2026

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None of these take a minute to learn; together they are why one company runs smooth on the same tool another finds "fine".

Two of the big ones: dragging stops on the dispatch calendar, and dragging leads through the pipeline
The leads board: drag a card one stage forward the moment you hang up
One tap moves a lead on a phone

Dispatch

  1. Today and Tomorrow chips next to the date picker beat the calendar widget for the two days you actually live in.
  2. Drag from the due tray. In the calendar's day view, due-but-unassigned pools sit in a tray; dragging one onto a tech's lane schedules and assigns in one motion.
  3. A sick tech is a two-minute fix: day view, drag their remaining stops across the other lanes, done. Everyone gets notified automatically.
  4. Fix estimated minutes when reality disagrees. Every honest number makes tomorrow's ETAs and route packing better.

The field day

  1. Load the truck the night before. The tech route screen shows tomorrow's consolidated chemical list (it expands itself after 3 pm); morning becomes grab-and-go.
  2. Navigate & Notify is one tap for two jobs: directions open, customer texted with the ETA.
  3. Dictate, never type. The microphone button on notes turns a wet-handed 30 second ramble into a written record.
  4. Sticky notes end radio chatter. Gate codes, dog names, breaker locations: on the pool, at the top of every stop, forever.

Sales and money

  1. Quote from the catalog in the driveway. Pre-priced items make a professional quote a ninety second job, sent before you leave the curb.
  2. Send the card-on-file link with your welcome message. Every payment after that is two taps, and the collections machinery never wakes up.
  3. Bulk quote actions: remind or cancel a batch of stale quotes from the list in one go instead of opening each.
  4. A QR lead form at the counter or booth feeds the pipeline while you talk to someone else.

Office

  1. Tag your customers (VIP, gate-issues, slow-pay). Tags show on the customer header and make search a memory prosthetic.
  2. Put the app on every tech's phone. It is free on the App Store and Google Play, and it signs in to the same account. If someone would rather not install anything, adding the site to their home screen still opens it full screen.

Got a trick we should add? The Feedback tab inside the app goes straight to us.