Poolly in the Client Portal

Steps

1. Service: "When is my next visit?", "What day do you service my pool?", "Show my visit history".
2. Billing: "What is my balance?", "Show my recent invoices", "Send me my statement for the last 90 days".
3. My pool: pool size and equipment, and the readings from my last service.
4. More: pending estimates, my monthly service cost, my referral link, saved cards, and replies from the team.

Tips

• Poolly only shows your own information and cannot change your schedule, pay invoices or edit your account; it points you to where to do that or to Support.

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.
• Client Portal overview A branded, secure space where customers see their account: financial summary, recent invoices, proposals and the next visit.
• Portal invoices & payment Customers view and pay their invoices online from the portal, with proposals available to review and approve.