Getting Started

This guide walks you through setting up your PoolOps account from scratch — from your first login to scheduling your first job.

Step 1 — Sign up and set up your account

When you start a free trial, PoolOps sends a setup link to your email address. Click the link, then:

1. Enter your name and company name.
2. Choose a password.
3. Click Create account.

You'll land straight in the PoolOps dashboard. No card required during the 14-day trial.

Step 2 — Add your first technician

Go to Team in the left sidebar. Click + Add technician, enter the technician's name and email address, then click Send invite.

Your technician will receive an email with a link to set their password and download the PoolOps mobile app. They need to accept the invite before they'll appear as available on the schedule.

Step 3 — Add your first customer

Go to Customers in the sidebar and click + Add customer. Fill in:

• Customer name, address, email, and phone number.
• Pool details — type (chlorine, salt, spa), volume, gate access instructions, and any special warnings for your techs.

Once saved, you can set up a service plan (frequency and auto-scheduling) and optionally invite the pool owner to the Poolside app so they can track their own service history.

Step 4 — Schedule your first job

Go to Schedule in the sidebar. Click + Add job, select the customer and pool, choose a date, and assign a technician. Click Save.

The job will appear as a card on the schedule under the assigned technician's column. Your technician will see it on their run sheet in the mobile app.

What's next?

• Learn how the schedule works — see Managing the Schedule.
• Add more team members — see Adding Team Members.
• Set up service plans so jobs auto-schedule — see Managing Customers.