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πŸ”„ Reset Data & Reload
πŸ“‹ All Stops Directory

All Stops Directory

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πŸ‘₯ Team & Staff Directory

Team & Staff Directory

Manage technician and office accounts, update roles, reset 4-digit PINs, or archive/restore team members.

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πŸ‘₯ Customer Directory

Customer Directory & Profiles

Look up complete customer profiles, service visit logs, chemistry trends, and photos. Edit property details or manage customer archives.

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πŸ“Š Customer Profile
✏️ Modify Customer

Modify Customer Profile

πŸ“ Property & Community

Displayed on route sheets, technician stop cards, and customer reports.

Updating the address re-verifies it via Google Maps.

πŸ”‘ Access, Gate & Property Notes
βœ‰οΈ Customer Contact & Report Delivery

πŸ”€ Re-arrange Route Order

Re-arrange Clean Tech Route

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.

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Select Clean Tech & Day

βž• New Customer

βž• Onboard New Customer

Add a new pool account, setup community gate credentials, and optionally schedule directly onto a clean tech route with automatic Google Maps route optimization.

1 Property Location & Identification

Choose a Google Maps address suggestion; the property nickname will be generated automatically and can be customized.

2 Access & Property Details

Specify gate pass requirements, entry codes, and helpful service notes for pool technicians.

3 Service Frequency & Route Assignment

Select service visit frequency and choose whether to assign this pool to a Clean Tech route immediately or leave it unassigned.

πŸ“ Route Schedule πŸ—ΊοΈ Auto-optimizes route order
πŸ“ Manage Customers

Customer Archive

Archive customers who are no longer active to remove their stops from technician routes and the All Stops directory.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.

Active Customers

Archived Customers

🚚 Transfer Route or Move a Day

Transfer Route or Move a Day

Easily hand off a full route to another technician, shift a day of the week, or reassign a specific day's stops.

1

Whose route are you moving?

πŸ“¬ Service Reports

Service Report Center

Review completed technician visits, verify chemical readings & service photos, and send professional email reports to customers.

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πŸ“¬ Report Review

Customer Nickname

123 Street β€’ Date β€’ Tech
Needs Review
βš™οΈ App & System Settings

App & System Settings

Configure company address, mapping & routing keys, outbound email delivery, and report automation.

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Company Starting Point & Office

Used as the morning departure and route optimization hub origin for all clean tech routes.
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Google Maps Platform

Used for address autocomplete, place lookups, and morning route optimization. Masked with β€’β€’β€’β€’ when unchanged.
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Outbound Email Delivery (Resend)

Stored securely in Cloudflare database / Worker Secrets. Masked with β€’β€’β€’β€’ when unchanged.
Must match verified Cloudflare sending domain (e.g. mail.lowcountrypool.com).
Where customer replies will be delivered.
πŸ§ͺ Test Outbound Email Connection
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Service Report Automation

When unchecked (recommended), service reports arrive in the Report Center for administrative review before sending. When checked, reports are emailed immediately upon stop completion.
πŸ“ Stop Scheduling & Coverage

Stop Scheduling & Coverage

Manage customer assignments, reassign weekly stops, clear unassigned pools, or set up temporary substitutes.

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Service Report

Submitting Service Form...
Uploading photos & recording service data
Acquiring Live GPS Coordinates...