Guide & best practices

Using the app

Add a pool/spa : from the ⋮ menu at the top of the home screen, choose "Add pool/spa" to launch the assistant — it walks you through the type (pool/spa), dimensions and volume. Each pool then shows up as a card on the home screen, with its water quality, weather and quick actions.

Water log : record your test results (pH, chlorine, alkalinity...) based on your testers. The app computes an overall quality score and shows which parameters it's based on.

Product tracking : log products you've poured in, or enable stock management to track your supplies and get an alert when a product is running low.

Maintenance : log your maintenance work (filter backwash, skimmer cleaning...) from a customizable catalog.

Analysis & Advice : follow how your parameters change over time on a chart, with an overall diagnosis and customizable targets.

Notifications : set up reminders (testing, maintenance) and alerts (degraded quality, low stock) per site or per pool, and check their history via the bell icon at the top of the home screen.

Settings : change the language, units (metric/imperial), and manage your account from the ⋮ menu.

Good to know

• Water temperature : on each pool card it appears under the water quality as soon as an analysis contains one (the last known reading is kept, shown with its date after 2 days).
• Share the water status : in the Water log, the share icon sends a message with the latest analysis and the water quality.
• 3D view : tap the drawing of the pool to enlarge it; its colour reflects the water quality.
• Sanitary log (Premium and PRO) : from the Water log, generate a PDF or Excel register of the tests, products and operations of a period, with a "Checked by" box to sign. It is not a compliance certificate: check the obligations in your country.
• Reminders : allow the device notifications to receive test, maintenance and stock reminders.

Pro mode: sharing & collaborators

Pro mode lets you share access to your pools with other people (employees, partners), each with different permissions.

Three roles available:

• Admin : full access, can invite/remove collaborators and change their permissions.
• Editor : can view and edit all data (tests, maintenance, products...), but can't manage members.
• Viewer : read-only, no changes possible.

Inviting someone : from the ⋮ menu on the home screen, open "Members" (visible only to an admin), then "Invite": enter the email address and pick a role. The person will see an invitation the next time they log into the app (they must sign in with that same email address).

Managing access : a "Shared" badge appears on each pool card once there's more than one member — tapping it opens the list of people with access, with the option to change their role or remove their access.

Important : an account can only belong to one organization at a time. If a collaborator also wants to use the app for their own personal pools, they need to use a different email address for personal use.

Water balance

pH should stay between 7.0 and 7.4: too low, the water becomes corrosive to equipment and irritates skin/eyes; too high, chlorine loses effectiveness and the water turns cloudy. Free chlorine should be 2-3 mg/L for a pool (1.2-3 mg/L for bromine), 2-4 mg/L for a bromine spa. Alkalinity (TAC) should stay between 80 and 120 mg/L: it stabilizes pH and prevents it from swinging too fast. Test these three parameters at least once a week, more often during hot weather or heavy use.

Weekly maintenance

Every week : run the robot or skimmer net to remove debris, brush the walls and waterline to prevent limescale and biofilm buildup, clean the skimmer basket and check filter pressure (a clogged filter reduces filtration and strains the pump). Simple rule: the more the filtration runs, the better — good water circulation limits algae growth and helps the disinfectant reach every corner of the pool. Run it at least 8-12h a day in summer, less in winter. Regular backwashing of a sand filter extends its lifespan.

Shock treatment & chloramines

Shock treatment means adding a large dose of chlorine (or active oxygen) to destroy chloramines — the compounds responsible for the sharp chlorine smell and eye irritation, which build up once combined chlorine exceeds 0.6 mg/L. A shock is recommended after heavy bather load, a storm, or if water stays cloudy despite correct chlorine levels. Wait for chlorine to drop back to a normal level before swimming (usually 24h, or check with a test).

Winterizing & season opening

When winterizing, clean the pool thoroughly, balance the water one last time, and depending on your method (active or passive winterizing) reduce filtration or add a winterizing product. Protect equipment from frost. When reopening, clean again, restart the filtration system gradually, and retest every parameter before swimming — water usually needs a full rebalance after months of inactivity.

Chemical storage & safety

NEVER mix different chemical products together (especially chlorine and acid): the mix can be toxic or even explosive. Store each product in its original packaging, out of children's reach, in a dry, ventilated space away from sunlight. Always add the product to the water, never the other way round. Wear gloves when handling concentrated products.

Quick troubleshooting

Cloudy water : check filtration first (runtime, filter cleanliness) then pH and chlorine — low chlorine is the most common cause. Green water: a sign of algae, needs a shock treatment followed by an algaecide, with filtration running continuously until it clears. Strong chlorine smell: counter-intuitively, this usually signals a LACK of active chlorine (chloramines) rather than too much — see the shock treatment section.

Discover Premium

The free tier is limited to 1 site with 1 pool, and sharing to 1 person. Premium unlocks up to 20 sites (50 pools each), 5 members to share access with (plus extra packs), e-mail reminders, the sanitary log (PDF/Excel with signature) and the export of your data as CSV and PDF (test log, 2D/3D pool sheet...). Ideal if you look after several personal or family pools, without the professional tools of PRO mode.

Discover PRO Mode

PRO mode turns the app into a professional tool : up to 5000 sites, access shared with a whole team (Administrator / Editor / Reader roles), planning and rounds of visits with a time-spent timer, quotes (with deposit invoices), work orders and invoices (credit notes, payment reminders, receivables, payment by link or QR), recurring maintenance contracts, the equipment of each pool, sanitary log, stock management, dashboard, accounting export and e-mail notifications. On activation, an activity model suggests a setup suited to your trade — editable at any time from PRO settings.

PRO activity models

Once in PRO mode, an activity model adapts the app to your trade in one click (editable at any time from PRO settings). The guide then shows concrete scenarios for your model:

• Independent pool technician : from quote to invoice (with deposit), maintenance contracts, visit reports, reminders and receivables, equipment, profitability.
• Facility manager : follow a technical team across all your sites (hotel, campsite, gym...), sanitary log for inspections, planned works and dashboard, without invoicing.
• Private owner with several homes : several personal pools (site main, secondary...) followed remotely, with e-mail alerts, without the professional tools.
• Property manager / co-ownership : quotes for common areas, planning per site, shared stock and the sanitary log of each building.
• Complete : all modules active to build your own organisation.

Your model: Independent pool professional

You work at your clients': quotes, work orders or invoices, works, agenda and dashboard. A "site" becomes a "client".

You have all the tools of the trade : quotes and deposit invoices, work orders and invoices, maintenance contracts, planning with timer, stock, equipment, reminders and receivables. The scenarios below walk you through the most common situations, step by step.

Try CoachPool — Independent pool professional

A new job: from quote to final invoice

1. Menu ⋮ → Works to plan → Quotes tab: create the quote (lines, VAT, validity), "Issue the quote", then send the PDF to the client.
2. When the client accepts : "Mark accepted".
3. "Invoice a deposit" : choose the percentage (30 % for example). The deposit invoice is issued and sent (Invoice mode required).
4. Job finished : open the work, then "Issue the invoice". It only carries the balance, with a note of the deposits deducted.

Maintenance contract: automatic visits and invoices

1. Menu ⋮ → Maintenance contracts → "New contract": choose the pool, the frequency of visits, the price and the billing period.
2. The visits appear by themselves in the Planning (60 days ahead) and are assigned to your technicians.
3. Each period, tap "Issue the invoice" on the contract: number, PDF and sending to the client in one go.
4. Option : the automatic visit report (PRO settings) sends the client a report as soon as you tick the visit as done.

A visit to a client: test, products, report

1. Planning : open today's visit and tap "Start the timer".
2. On the pool card : "Test the water", "Treat" (products added), "Maintain" (filter, skimmer...). The water quality and temperature update.
3. Issue the report or work order : photo, client signature, automatic e-mail with the PDF.
4. Tick the visit as done : the timer stops and the time spent is recorded.

Unpaid invoice: remind and follow up

1. Menu ⋮ → Work orders / Invoices: the hourglass icon opens Receivables, sorted by lateness (1-30, 31-60, 61-90, over 90 days after the due date).
2. The envelope icon reminds the client : pre-filled e-mail with the PDF and payment link; every reminder is recorded.
3. PRO settings → Payments → "Automatic reminders": the server reminds on its own after N days (off by default). The bell pauses the reminders of a disputed invoice.
4. Billing mistake? "Issue a credit note" (whole invoice or chosen lines): the invoice is cancelled without being edited.

Equipment at end of life: offer a quote

1. pool card (edit) → Equipment: add the pump, the filter... with installation date, warranty and lifespan.
2. The home screen and the Dashboard flag equipment to watch (warranty expiring, replacement near); administrators receive a reminder.
3. Dashboard → equipment to watch → "Create a job: …".
4. Turn that job into a quote (see "A new job").

Your round of the day

1. Planning : pick the day; each visit shows the client, the address and the technician.
2. Round optimisation suggests a visiting order (distances estimated at town level); you remain free to change it.
3. On site : "Start the timer", then tick "done" when leaving. You can also enter the duration by hand.
4. visits not carried out show up in "To do" on the home screen.

Profitability and accounting

1. Planning → timer icon "Time and margin": time spent per technician, per client and per contract, compared with what was invoiced.
2. Enter a general hourly cost (and, if needed, one per technician): the margin appears, least profitable contracts first.
3. Work orders / Invoices → "Accounting export" icon: FEC for your accountant, sales or payments journal in Excel/CSV, credit notes included.
4. Menu ⋮ → Revenue: turnover, collected and left to collect for the period.

Your model: Facility manager

Campsite, water park, hotel, spa: in-house tracking of your pools, works, agenda and quality alerts; no billing and no quotes. A "site" becomes an "establishment".

No invoicing or quotes : this model is designed for the internal follow-up of a technical team on the pools of your establishments (hotel, campsite, gym...). Each operator records their visits and reports works to plan; the Dashboard gives an overview and the sanitary log prepares your inspections. The scenarios below detail the day-to-day.

Try CoachPool — Facility manager

Daily follow-up of a facility's pools

1. Home : each card shows the water quality, its temperature and the alerts; the "To do" card lists what is late (tests, maintenance, quality to watch).
2. Your operators enter tests, treatments and maintenance from the pool card; the Dashboard shows the state of all your establishments at a glance.
3. Reminders (test due, low stock, degraded quality) arrive by notification or e-mail depending on each person's setting.
4. Menu ⋮ → Action history: who did what, and when.

Preparing an inspection: the sanitary log

1. Water log of the pool → "Sanitary log" icon.
2. Choose the period (month, quarter, year or free dates); if the establishment has several pools, switch on the "all pools" option for a single document.
3. "Generate the PDF" : tables of tests, products and operations, with a "Checked by" box to sign; or export to Excel/CSV.
4. This document is not a compliance certificate : check the obligations in your country.

A problem is reported: works and equipment

1. A operator reports a problem from the pool card : "Works to plan" (photos, urgency).
2. Schedule it in the Planning, over one or several days, and assign a operator.
3. The pool equipment (warranty, advised replacement) triggers an automatic alert; from the Dashboard, "Create a job" in one tap.
4. Once done, mark the work as done : it stays in the history.

Your model: Property manager / co-ownership

Managed condominiums and residences: reports, work orders or invoices, works, quotes, agenda. A "site" becomes a "residence".

Each residence is a co-owned building you manage. Draw up quotes for work on the shared pools, plan your visits per residence, follow your shared stock and prepare the sanitary log of each building. The scenarios below detail these situations.

Try CoachPool — Property manager / co-ownership

Quotes for common areas

1. Menu ⋮ → Works to plan → Quotes tab: create the quote for the building (new pool or works), then "Issue the quote".
2. Send the PDF to the owners' board and mark the quote "accepted" or "refused" according to its answer.
3. Schedule the works in the Planning and follow them in "Works to plan".
4. Quotes that expire or await an answer show up in "To do".

Visits per building and shared stock

1. Planning : schedule the visits per residence and assign them to your technicians; the round can be optimised.
2. Each technician records tests, treatments and maintenance from the pool card.
3. Menu ⋮ → Stock: follow the product stock shared between your residences; an alert warns when a product runs short.
4. The Dashboard shows the state of all your buildings.

Sanitary log and water status for the owners' board

1. Water log of the pool → "Sanitary log": choose the period and, if needed, all the pools of the residence.
2. "Generate the PDF" and send it to the owners' board ("Checked by" box to sign).
3. For a quick update, the share icon of the Water log sends a message with the latest test and the water quality.
4. These documents do not replace an official certificate.

Your model: Owner of several residences

Several residences or pools to follow simply, with alerts and reminders by e-mail (daily digest). A "site" becomes a "residence".

This simplified model lets you manage several personal residences (residence main, secondary...) without the professional tools (no invoicing, planning or quotes). You keep the e-mail alerts (water quality, low stock, maintenance reminders) to stay informed even from afar. The scenarios below show how to make the most of it.

Try CoachPool — Owner of several residences

Following several homes from afar

1. Add each home as a residence (menu ⋮ → Add) with its pool.
2. The home screen shows each pool's water quality, temperature and weather.
3. Do your tests, or have them entered by the person on site, invited as a member.
4. Alerts warn you as soon as the water degrades or a product runs short.

Getting alerted without opening the app

1. Menu ⋮ → Settings: allow the device notifications.
2. PRO settings → Notifications: choose the alerts (degraded quality, low stock, late test) and whether they arrive by notification or e-mail.
3. Set the frequency of test reminders on the pool card.
4. The notification history stays available for 90 days.

Sharing the water status with the person on site

1. Open the Water log of the pool after your test.
2. Tap the share icon : a message is ready with the date, the water quality, the readings and the temperature.
3. Send it by messaging to whoever looks after the place.
4. They know what to fix without opening the app.

Your model: Full

All PRO modules are active : quotes, invoices, contracts, planning, equipment, stock, dashboard... You are in control of everything — feel free to disable some from PRO settings. The scenarios below cover the reference situations.

Inviting your team and sharing the work

1. Menu ⋮ → members: "Invite", enter the e-mail address and choose the role (Administrator, Editor or Reader).
2. PRO settings → clients: choose how sites are assigned to members, automatically or manually, then adjust each person's access.
3. Each member only sees their pools; you keep the overview in the Dashboard.
4. A "Shared" badge shows that a pool is accessible to several people.

Forgetting nothing: reminders and "To do"

1. The "To do" card on the home screen gathers what needs action: late tests, payments, quotes, works, equipment to watch...
2. PRO settings → Notifications → Reminder management: choose who is notified of what, by notification or e-mail, depending on the role.
3. Allow an editor to manage reminders if you want to delegate this setting.
4. The History tab keeps 90 days of sent notifications.