PoolToday: For Pool Pros Tutorials
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Table of Contents
Optimal Phone Settings
How to create an account (including OTP)
Click this link or search your Google or Apple App store for “PoolToday: For Pool Pros” to download the pro app > Install the App > Tap “Sign Up” at the very bottom of the welcome screen > Enter the required information, your cell phone number will be your username> Tap Sign Up> A 4-digit code will be texted to you, enter that code and tap Done > Tap Done > Email us once your entire team has signed up!
How to ensure you can accept jobs (On/Off Duty Toggle)
Note: To accept jobs your app needs to be open when you start your work day. Your schedule will automatically toggle you on/off duty once open. However, if you do not open your app for an extended period of time during your “on duty” schedule you may be automatically put off duty.
Go On Duty: If you are off “off duty” your home screen will have a prompt to “Switch on your duty”.
Switch Off Duty: To go off duty tap the hamburger menu icon from the top left of the app home screen. Tap the green toggle. You should now be off duty. A message will now appear on your home screen with a prompt to “Switch on your duty”.
How to start and finish a job
Accept the Job > It will appear on your schedule > Send a chat to the customer your on the way > Tap directions for an optimize route to their house > Swipe Start at the bottom >
Upon arrival take BEFORE pictures of their pool and equipment > Upon completion write out your notes. Refer to our service checklist here on what to check for, at a minimum. > Take AFTER pictures of their pool and any equipment you may have worked on.
Swipe Successful > Rate the customer > Hit Continue
How to communicate with a customer during a service window
You can open an in-app chat with your customer which will notify each party when the other party responds via your phones “push notifications”.
Either party can also call each other. The number will be masked as 888-882-2380. The system will notify you that you are being connected to a customer.