Welcome to PoolChecker Pro

PoolChecker Pro runs a pool service company from one app: customers and pools, optimized routes, a field app for your techs, chemistry with dosing advice, customer texting, quotes and invoices, and getting paid by card or bank.

It works in any browser on any device, phones included, so the crew in the field needs nothing but a sign-in. There are also free companion apps on the App Store and Google Play: same account, same data, so whatever you set up here is already waiting when a tech signs in on their phone.

Your Get started page

A new company opens on a Get started page instead of an empty dashboard. It lists what is left before your first route runs, and each button opens the exact screen you need. Your progress saves as you go, and Go to dashboard at the top is always one tap away.

The count starts at 2 of 7, because your account and your company already count. The other five are these steps, and each one checks itself off:

1. Bring your customers in: done when you have a customer. Add them one at a time or import a file.
2. Give each pool a service day and a map pin: done when a pool has a service day and an address found on the map, belongs to an active customer, and is not paused.
3. See your first route: done when any route has a stop. A route the nightly planner builds counts, or tap Build it now.
4. Run it from your phone: done when you start a route or complete a visit. Visits brought in by an import do not count.
5. Your business details: done when Company Info has your business phone, email and street address, Company Branding has your logo, and you have tapped Save Hours under Business Hours (even if the default hours suit you). Customers see these on your quotes, invoices and emails, and your hours set when each day's route starts and ends.

Steps 2 to 4 unlock in order: pools need a customer, the route needs a ready pool, and running it needs a route. Your business details can be done any time.

Need a hand? Tap Have us do it and answer two quick questions, and we email you. Reply to that email with your customer list attached (any file, or photos of your route book) and we load it for you, usually within one business day.

When the five steps are done, Get started says you are set up, and from then on the app opens on your dashboard. A Set it up your way section then offers up to six extras, picked once from what you have not set up yet: your team (on Pro), your stop checklist, reports that send themselves, your prices for extra work, days you don't work, and QuickBooks (owners only). Skip any you do not need; Add back returns it to the list. For 30 days the top one also shows on your dashboard.

Finding it, hiding it, and getting it back:

• While the guide is open, Get started sits at the top of the sidebar with your count (3/7, for example), and a Finish setting up card sits on the dashboard. Both stay until you finish or hide the guide.
• For up to 30 days, opening the app takes you straight to Get started, and on a phone the first tab reads Setup. After 30 days, once the five steps are done, or once you hide the guide, you land on the dashboard instead.
• Hide setup guide at the bottom of the page, or Hide on the dashboard card, puts it away for you only. The rest of your office still sees it, and your progress is kept.
• Setup guide in your account menu (under your avatar, top right) always opens the page, even after it is done or hidden. If you hid it, tap Show it again there.
• Done stays done. Deleting customers or pausing pools later does not reopen the guide.
• Owners and managers see Get started; techs never do. Companies created before September 22, 2026 do not get it at sign-in, in the sidebar or on the dashboard, but the account menu still opens it.

Reach customers and get paid

A new company starts with customer messages switched off. Until they switch on, quotes, invoices, visit reports, review requests and texts do not reach your customers, and card payments cannot be set up. Everything else works. The Reach customers and get paid box on Get started shows what is left:

• 3 pools ready for routes: each with a service day and an address found on the map.
• New accounts wait 2 business days: weekends do not count, and the box shows the day yours clears.
• Your business details: step 5 above. While it is not done, the box links to it with Also finish your business details.

When everything is done, customer messages switch on by themselves the next time you open the app, and card payments can be set up. If anything needs a closer look, we review it, usually within one business day. In a hurry? Ask us to switch it on sends us a note. Once they are on, Get started lists Get paid items: card payments (the owner sets these up), your first quote, and monthly billing for a customer.

The same list is in Settings, Integrations, under Accept Customer Payments, and once you finish or hide the guide it shows on your dashboard too. Each item you can fix links to where you fix it, and the list goes away once messages switch on.

The 30 minute setup path

You can be routing real stops in about half an hour. Get started walks you through it, and these guides go deeper. Do them in order:

1. Create your company. Sign in with your email, name your company, and set business hours.
2. Add a customer and a pool, or import your whole book at once from Skimmer, Pool Brain, or any spreadsheet.
3. Build your first route. One tap optimizes the day into the shortest sensible drive.
4. See what a tech's day looks like on the stop screen.

When you are ready for more

• Invite your team and give each tech their own routes.
• Set up customer texts for on-my-way messages and service reports.
• Connect QuickBooks and Stripe so customers can pay by card or bank and your books stay in sync.
• Get paid with cards on file, payment links, and recurring billing.

Where things live

• Get started: the setup guide for a new company, also under Setup guide in your account menu.
• Dashboard: today at a glance for owners and managers.
• Routes: build, optimize, and dispatch days.
• Customers and Pools: your book of business and every pool's history.
• Quotes: estimates, approvals, and invoices.
• Settings: company info, hours, branding, texting, billing, integrations, and data tools.

Tip: if something in the app confuses you during the beta, use the Feedback tab on the right edge of the screen. Those reports come straight to us and shape these guides.