Clients, quotes, contracts, planning, invoices and reports.
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.
Menu ⋮ → Works to plan → Quotes tab: create the quote (lines, VAT, validity), "Issue the quote", then send the PDF to the client.
Guide & best practices →
Menu ⋮ → Maintenance contracts → "New contract": choose the pool, the frequency of visits, the price and the billing period.
Guide & best practices →
Planning: open today's visit and tap "Start the timer".
Guide & best practices →
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).
Guide & best practices →pool card (edit) → Equipment: add the pump, the filter... with installation date, warranty and lifespan.
Guide & best practices →Planning: pick the day; each visit shows the client, the address and the technician.
Guide & best practices →Planning → timer icon "Time and margin": time spent per technician, per client and per contract, compared with what was invoiced.
Guide & best practices →Menu ⋮ → members: "Invite", enter the e-mail address and choose the role (Administrator, Editor or Reader).
Guide & best practices →The "To do" card on the home screen gathers what needs action: late tests, payments, quotes, works, equipment to watch...
Guide & best practices →Choose your profile: the demo opens with sample data matching your activity. Nothing is saved.
