Powerful Admin Dashboard for Your Office
Everything office staff and business owners need to manage customers, schedules, invoicing, and team performance from anywhere.
Admin Dashboard
Real-time business overview with key metrics. Today's stops, revenue trends, overdue invoices, customer growth, and technician performance at a glance.
- Customizable date ranges
- Revenue tracking charts
- Completion rate cards
- Quick refresh functionality
Customer Management
Complete customer profiles with multi-property support. Track service history, equipment, gate codes, and customer preferences.
- Multi-property support
- Equipment inventory
- Service history
- Customer tags & notes
Work Order System
Create work orders from templates with predefined items and checklists. Track status from draft to completion and invoicing.
- Template-based creation
- Custom checklists
- Parts & chemicals tracking
- Photo requirements
Advanced Scheduling
Three powerful views: Calendar, Map, and Timeline. Drag-and-drop to reschedule, see technician workload, and manage unscheduled work.
- Calendar view
- Map visualization
- Timeline/Day view
- Drag-and-drop scheduling
Route Optimization
AI-powered route optimization calculates the most efficient stop order. Reduce drive time and fuel costs with one click.
- One-click optimization
- ETA calculations
- Flexible start/end points
- Real-time re-optimization
Today's Route
10 stops • 2h 15m estimated
Quotes & Approvals
Create professional quotes with line items, discounts, and down payments. Send for customer approval with e-signature.
- Down payment options
- Customer e-signatures
- Convert to work orders
- Automatic invoicing
Invoicing & Billing
Create invoices from work orders, quotes, or manually. Professional PDFs, tax calculations, and automated payment reminders.
- Stripe integration
- AutoPay support
- Tax zone management
- Payment reminders
Customer Communication
Automated service completion emails with digital door hangers. Quote approvals, invoice notifications, and broadcast messaging.
- Digital door hangers
- Email templates
- Broadcast messaging
- Payment notifications
Inventory Management
Track parts and chemicals used on each job. Shopping lists for work orders and cost tracking per item.
- Parts catalog
- Chemical definitions
- Shopping lists
- Cost tracking
Pool Discovery
AI-powered satellite imagery analysis to find pools in any area. Great for identifying new customers in your service area.
- Satellite detection
- Polygon search areas
- Export leads
- Save search history
Team Management
Add team members with role-based permissions. Admin, Technician, and Office Staff roles with granular access control.
- Role-based access
- 111 permissions
- Activity audit trails
- Performance tracking
Reports & Analytics
Comprehensive reporting on revenue, services, chemicals, and more. Export to CSV or PDF for accounting.
- Revenue reports
- Chemical usage
- Technician performance
- Custom date ranges