Poolly for admins & managers

Steps

1. Routes and schedules: "Which clients are scheduled next Tuesday?", "What is Mike's route on Friday?", "How many clients are scheduled next week?".
2. Billing: "Which clients have invoices awaiting payment?", "Which invoices are overdue?", "What is the statement for client Smith?".
3. Operations: filters due or overdue, work orders, reminders, calendar, skipped services, open issues, chemical alerts and demand, green pools.
4. Customers & insight: client lookup, pool profiles, client health, NPS, estimates, 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.

Related guides

• Poolly, your AI assistant Poolly is the built-in AI assistant available across the Admin panel, the Pool Tech app and the Client Portal. Ask a question in plain language and Poolly answers using your real, live data.
• AI Search Ask questions about your operation in plain language and get direct answers, without building reports or filters.
• AI Briefing A plain-language executive summary of your operation: today's priorities, risks and what changed, generated automatically.