AI & Automation
Poolly for admins & managers
In the Admin panel Poolly answers operational and financial questions across the whole company and links you straight to the right screen.
Where to access
Open Poolly from the floating chat button in the Admin panel.
Related
How it works
- Routes and schedules: "Which clients are scheduled next Tuesday?", "What is Mike's route on Friday?", "How many clients are scheduled next week?".
- Billing: "Which clients have invoices awaiting payment?", "Which invoices are overdue?", "What is the statement for client Smith?".
- Operations: filters due or overdue, work orders, reminders, calendar, skipped services, open issues and SLA, chemical alerts and demand, green pools.
- Customers & insight: client lookup, pool profiles, client health, NPS, estimates and pipeline, profitability and margin, "what needs my attention", and global search across everything.
Tips
- Relative dates work in English and Portuguese: today/tomorrow, weekday names (next Tuesday), this/next week.
- When the answer includes records, Poolly shows clickable links that open the matching invoice, client or report.