Guides
How-tos for the route.
Set up the company in under 5 minutes, add the first customers, and send the report when the stop is done. Homeowners do not create a Pooli account, and they do not log in to read it.
Guides
Set up the company in under 5 minutes, add the first customers, and send the report when the stop is done. Homeowners do not create a Pooli account, and they do not log in to read it.
Get started
Log in or install Pro, create the company, and add the first technician. Under 5 minutes. The customer book is the next step, not a gate.
First customers
They live on the Contacts tab, with pools on the same screen. Add a few by hand, or use Import via CSV.
After the stop
Email the full report, copy a shareable link, or send it via Messages. The customer opens it with no login.
Moving a whole book from paper or another service tool? Email support@pooli.app and we will help.
No. Homeowners never sign up for Pooli, and they never log in to read a service report. That report is the history of the visit: chemistry, logs, and photos. You send it from the Send Service Report screen by email, by text, or with the shareable link, and they open it in the browser.
Invoices are separate. On pay.pooli.app they can see open invoices, which ones are past due, and pay the balance. That page asks them to sign in with the email or phone you already have on file, using a code or a link, or a password if they set one. That sign-in is only for bills. It is not required to read the service report, and it is not a Pooli app download.
Building a tool on the API? API docs are still here.