Getting Started
Set up your company, add your customers, and run your first optimized route.
- 1Welcome to PoolChecker ProWhat PoolChecker Pro does and the fastest path from a fresh account to your first optimized route.
- 2Create your companySign in with a magic link, set up your company, and pick the settings that matter on day one.
- 3Add your first customer and poolCreate a customer, set text consent, and walk the Add Pool wizard through to a working weekly schedule.
- 4Import your customers from Skimmer, Pool Brain, or a CSVMove your whole book of business in one pass with the import wizard, including schedules, equipment, and service history.
- 5Build your first routeWhat "due" means, how one-tap optimization works, and the three ways to view and adjust a day.
- 6A technician's dayMy Route, the stop screen, on-my-way texts, and finishing a day, exactly as your techs will see it.
- 7Invite your teamRoles, seats, and what each person can see. How to bring techs and managers into your company.
- 8Set up customer textsConsent rules, which messages send when, and how your monthly text allotment works.
- 9Get paidTurn on payouts, save cards on file, send payment links, and put monthly customers on autopilot.