Manage technician and office accounts, update roles, reset 4-digit PINs, or archive/restore team members.
Look up complete customer profiles, service visit logs, chemistry trends, and photos. Edit property details or manage customer archives.
Pick a Clean Tech and day to customize stop sequence, or use Google Maps to automatically calculate the optimal loop starting and ending at the office.
Add a new pool account, setup community gate credentials, and optionally schedule directly onto a clean tech route with automatic Google Maps route optimization.
Archive customers who are no longer active to remove their stops from technician routes and the All Stops directory. Their customer record, assignments, and service history remain saved. Restoring a customer reopens their retained route stops.
Easily hand off a full route to another technician, shift a day of the week, or reassign a specific day's stops.
Review completed technician visits, verify chemical readings & service photos, and send professional email reports to customers.
Configure company address, mapping & routing keys, outbound email delivery, and report automation.
Manage customer assignments, reassign weekly stops, clear unassigned pools, or set up temporary substitutes.