How to use Ultimate Pool-Tech
Run a pool service company: routes, techs, chemistry, billing and customers in one place.
Step 1
Add your customers and pools
Import your customer list or add customers one by one, with each address, pool type, gate code and monthly price.
Step 2
Build your routes
Put each pool on a day and a tech in Routes. The Route Map shows every pool so you can balance the days.
Step 3
Techs service pools from the phone
The tech opens today’s route, taps a stop, records readings, chemicals and photos, and finishes the visit. The customer gets one message with the summary.
Step 4
Handle repairs
When a tech reports a problem, price it in Repairs & Jobs and send the quote. The customer approves from the link; you see every follow-up.
Step 5
Send specialty jobs to vendors
Add your vendors and what they charge in Vendors. On a repair, pick the job and the vendor; when the customer approves, the vendor gets the job, picks a day, and then receives the gate code and access details.
Step 6
Send monthly invoices
In Billing → Monthly invoices, pick the customers and send. Each email has a Pay online button; auto-pay customers are charged by themselves.
Step 7
Watch payments and email
Payments show up as they arrive. Each invoice shows when it was sent and when it was opened.