Recommended setup order (zero to first service)

Steps

1. Finish Initial Setup first: company details, contacts, email, operation defaults and service categories. This is the foundation everything else inherits.
2. Add your technicians (Techs & Fleet, Pool Techs). You need at least one technician before you can build a route, because every scheduled stop is assigned to one.
3. Create your clients (Client Management, Client Directory). Each client is the anchor for pools, routes, billing and history.
4. Add each client's bodies of water inside the client record. A client can have one or more pools, spas or water features, and routes and visits attach to a specific body of water.
5. Recommended: complete the pool profile for each body of water (Route Management, Pool Profiles). Add gate codes, access notes, equipment and photos so any technician can deliver the visit.
6. Optional: build your item catalog (Billing, Item Catalog) with your services and products and their prices, so invoices and estimates are fast and you can link a cleaning price to a body of water.
7. Optional: review your service form, service types and route tags in Settings. Sensible defaults already exist, so adjust them only if you want to before go-live.
8. Schedule the work in Command Center (Route Management): pick the technician, the client and the body of water, then set the frequency and start date. This creates the stop the technician will see.
9. Run the first service in the field app: the technician opens the stop, completes the service form with readings and photos, and submits. The completed visit then flows into service history and billing.

Tips

• Steps 1 to 4 are the minimum required before you can schedule and complete a first visit; steps 5 to 7 make service smoother but can be done later.
• Add technicians before clients: Command Center will not let you schedule a stop without a technician.
• If a client has more than one body of water, schedule each one so every pool gets its own visit and history.
• You can revisit any of these areas at any time as your business grows; this order just avoids getting blocked on a missing prerequisite.

Related guides

• First-time setup A guided setup helps you configure the essentials so your team can start working quickly: company details, services, team and preferences.
• Pool Technicians Manage your technicians: profiles, roles, contact details, photos and compensation models.
• Client Directory The central directory of customers with addresses, contacts, grouping and tags, connected to their pools, routes and billing.
• Pool Profiles A complete technical profile for every body of water: access details, equipment, gate codes, pets, photos and water-chemistry history.
• Route Command Center The control room for routes: build recurring routes, sequence stops, transfer work between technicians and visualize everything on a map.
• Item Catalog A reusable catalog of services and products with prices, so invoices and estimates are fast and consistent.