Dashboard
Business Health
How the business is doing right now — click any card to manage it.Revenue by Plan
Customer Growth
Visits Completed
Operations
What needs to happen on the ground today.Attention Required
Give every red item an owner, a route stop, and a customer plan before you roll out.Today's Route
Money to Collect
Inventory Alerts
Open Repairs
Yesterday's Incomplete Visits
Sales Pipeline
New revenue coming in from the website — click a segment to work it.Leads by Opportunity
Store Orders by Status
Customers
0 active accounts
| Customer | Address | City | Plan | Monthly Price | Service Day | Balance | Status |
|---|
Today's Route
No stops scheduled.
Service Visit
Select a customer to begin
Visit Details
Chemistry Readings
Enter Chlorine (FC) and CYA to get a chlorine recommendation.
Service Checklist
Chemicals Added
Notes
Service Photos
Visit History
Permanent service records
| Date | Customer | Tech | Chemistry Summary | Chemicals Added | Summary | Rating | Actions |
|---|
Service Requests
3 open · 12 resolved this month
Cartridge Filter Maintenance
Clean every 3 or 4 months, or immediately when pressure rises 10 PSI above the clean baseline. Set up cleaning schedules from the customer form.
Scheduling Calendar
Loading company hours…
Company calendar hoursSet working days and normal scheduling hours
Unscheduled Service Requests
Billing
QuickBooks Sync: Active — Last sync 2 hours ago
Pricing Formula
Sets the suggested monthly price for each customer from pool size, chemical cost, and service time. You can always override the price per customer.
Monthly Revenue
Outstanding Invoices
| Invoice # | Customer | Date | Amount | Status |
|---|
Payments
Money received is stored on the server, keyed by invoice number. Record a payment taken over the phone, or create a link the customer can pay from.
Recent payments
| Invoice | Customer | Date | Amount | Method | Status |
|---|
Open payment links
| Invoice | Customer | Amount | Expires |
|---|
Today's Route
Service Photos
Browse and manage photos from all service visits.
Forms & Agreements
See who still needs to sign, assign forms to customers, and read completed submissions.
Customer Form Status
Website Gallery
Upload photos and choose which ones appear in your homepage slideshow.
Homepage Reviews
Choose which verified customer reviews appear on your homepage.
Review nudges
After a visit we email a rating request, then invite happy customers (4 stars and up) to post publicly on Google or Yelp. A daily cron sends whatever is due; the buttons below check the queue or send it now.
Inventory
Chemicals, parts, and supplies on hand.
| Item | Category | In Stock | Unit | Reorder At | Status | Last Cost | For Sale |
|---|
Store
Design how your online store looks on the website.
Promotions
Offers shown on customer service reports and included in the text & email summaries.
Active promotions appear at the bottom of every customer service report, and a short line is added to the text and email summaries you send. Turn one off to hide it without deleting it.
Store Orders
Supply & chemical order requests from your website.
Leads
Quote requests from your website.
| Name | City | Pool Type | Service | Date | Status |
|---|
Reports
Business performance and analytics.
Revenue Trend — 2026
Customers by Plan
Customers by County
Staff Management
Team Members
| Name | Role | Status | Actions |
|---|
Password Reset Requests
Pending Requests
Contact the requester by phone to confirm identity, then issue a temporary password. They'll be forced to set a new one on next sign-in.
| Requested | Account Type | Name | Status | Actions |
|---|