Training · Technicians

Field app: tech day on your phone

Short guide for pool techs. No video—just the steps. Owners: send this link with every invite.

For: Technicians & field leads · PoolRoutex

1. 1

   Get your invite & log in

   Your owner sends an email invite. Tap the link, create a password or use Google if offered, then accept the invite.

   • Use the email address the invite was sent to
   • If the link expires, ask the office for a new invite
   • After accept, you should land in the field app

   Log in to field app →
2. 2

   Open the field app

   Bookmark or open /m on your phone. That’s Tech day—today’s stops in order.

   • URL looks like: poolroutex.com/m
   • Office dashboard is optional for pure field techs
   • Need help? Ask the office or email support

   Open /m →
3. 3

   Install to Home Screen (recommended)

   Add PoolRoutex to your home screen so it opens full-screen like a normal app—no App Store needed.

   • iPhone Safari: Share → Add to Home Screen
   • Android Chrome: Menu → Install app / Add to Home screen
   • You’ll see a Field badge and bottom tabs (Day, Map, Week, More)
4. 4

   Work today’s list

   On Day, you’ll see each stop with customer name, pool, address, and gate code when the office entered them.

   • Use Prev / Next to change the day if needed
   • Green check = completed; sky = in progress
   • Progress bar shows how many stops are done

   Today’s route →
5. 5

   Complete a stop

   Tap a stop to open details. Work top to bottom—same flow every house.

   • Check in when you arrive
   • Run your checklist
   • Log chemicals / readings
   • Add photos if something looks off
   • Tap Complete when finished
6. 6

   Map & week view

   Map opens directions for stops. Week shows the next several days so you can plan ahead.

   • Map tab for navigation links
   • Week tab for multi-day overview
   • More tab: install tips, office links, sign out

   Open map →
7. 7

   If something’s wrong

   No stops showing? The office may not have generated visits yet. Wrong address or gate code? Message the office—they edit customers in the office app.

   • Empty day → office generates visits from a route
   • Login issues → password reset on the login page
   • App questions → [email protected]

Questions? [email protected]