Training · Owners

Your first hour with PoolRoutex

Get from signup to a working tech day without a sales call. Follow these steps in order—demo data makes step 2 nearly instant.

For: Owners & office managers · PoolRoutex

1. 1

   Create your account & company

   Sign up with email or Google. No credit card. Name your pool company once—then you land on the dashboard.

   • Use your work email so techs recognize invites
   • Google sign-in is fine for owners
   • 14-day free trial starts when the company is created

   Start free trial →
2. 2

   Load demo data (recommended)

   On the dashboard, click Load demo route. You’ll get sample customers, a weekly route, and today’s visits so you can try the field app immediately.

   • Demo only runs on an empty customer list
   • Delete demo customers later if you want a clean book
   • Or skip and add real customers instead

   Open dashboard →
3. 3

   Add real customers (when ready)

   Customers are the homes you service. Add name, service address, gate code, and at least one pool.

   • Import CSV if you already have a list
   • Addresses help weather and field notes
   • Gate codes show up on the tech’s phone

   Add customer →
4. 4

   Build a route & generate visits

   A route is a service day with stops in order (e.g. Monday East). Open the route, add pools, then generate visits for the weeks ahead.

   • Weekly or bi-weekly frequency
   • Generate visits so Tech day isn’t empty
   • One-off visits are for extras, not your whole book

   Go to routes →
5. 5

   Run the day in the field app

   Open Field app (/m) on your phone. You’ll see today’s stops. Tap a stop → check in → checklist / chemicals / photos → complete.

   • Install to Home Screen for a full-screen app
   • Same login as the office
   • Office dashboard still shows live status

   Open field app →
6. 6

   Invite a technician

   Team → invite by email. They accept the link, then land in the field app. Share this tech guide with them.

   • Role: Technician for field-only access
   • Admin if they also need office tools
   • Billing and inventory can wait until week two

   Invite team →
7. 7

   Optional: weather & billing

   Set your service city under Weather or Settings so forecasts match your routes. Billing is optional until you’re ready to invoice.

   • Weather uses your city or customer addresses
   • Invoices are drafts until you send/pay
   • Subscribe only after the free trial if it fits

   Weather settings →

Questions? [email protected]