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Find the task you’re working on, follow the steps, and get back to your day.
16 helpful guides
Review the work that needs attentionProfessionals
- Managers can open Today to see overdue work, pending approvals, unfinished report handoffs, deposits and follow-up dates.
- Filter the queue or search for a customer, then open the linked job or document. One job may appear for more than one reason.
- These prompts use saved records. Review payment records before chasing a deposit; opening a document does not send a customer message.
Check your report before sharingProfessionals
- Use the report-readiness panel to check the customer summary, unfinished tasks and follow-up instructions.
- Untested readings stay unmeasured. A partial test is not a reason to invent results.
- Save your changes, preview the customer report and confirm its content before sharing. This completeness check does not certify water safety.
Save your first water testPool owners
- Open Customer Pro and add a pool or hot tub profile. Confirm its operating volume and sanitizer.
- Enter only the readings you measured. Leave untested fields blank; zero is a measured value.
- Review the result and any missing information before following the plan. Match the exact product and follow its label.
What if I only measured a few things?Everyone
- Enter the results you actually measured. Do not guess calcium, temperature or another missing result.
- The report distinguishes unmeasured readings from measured results. Some recommendations need additional measurements.
- Take the requested measurement before using a calculation that depends on it.
Create and share a branded reportPool stores
- Open your store workspace, find the customer and confirm the pool profile.
- Save the measured results and review the plan before sharing.
- Open the report to print or save it, or display its unique report QR for the customer to scan. A report link opens that report, not the entire customer account.
Receive future reports from your storePool owners
- Ask a participating store about connecting your Customer Pro account.
- Review and approve the connection; an invitation alone does not activate it.
- Future delivery requires the approved connection and active memberships. A one-time report link is different from an ongoing connection.
Add your store brandingPool stores
- Open Branding and staff in Store Pro.
- Add the correct business name, logo and contact information.
- Preview a report and check the logo, phone number and address before sharing with a customer.
Schedule a job or repeating serviceProfessionals
- Open the company workspace and choose New job or appointment.
- Select the work type and customer, then enter the date, time and job details. Check the company time zone.
- Review the Calendar. Open the customer from an appointment to see their contact information and notes.
Build a customer estimateProfessionals
- Open the new-build estimator and choose the customer.
- Review quantities, prices, equipment specifications and allowances. Excavation stays separate internally and rolls into Installation/Labor for the customer.
- Preview the customer document before creating a share link. A preview is not an approved estimate.
Attach customer photosProfessionals
- Open the customer record and find Customer Photos.
- Choose a file from a computer or use the photo picker on a phone or tablet. Only upload photos you have permission to keep.
- Wait for the upload confirmation before leaving. Reopen the record to confirm the image is there.
Get reminders on your devicePool owners
- Create the reminder in your account and enable device notifications when prompted.
- Check browser and operating-system notification permissions on that device.
- Delivery depends on permission, device support and connectivity. A reminder saved in the account is not proof that a device received it.
Manage billing or cancel a membershipEveryone
- Use your existing Payhip purchase email or account to manage paid Customer Pro or Store Pro billing.
- Use the same purchase email when linking membership access. Keep your receipt for support.
- Follow the cancellation confirmation in Payhip. Signing out or deleting a shortcut does not cancel billing. Service and Contractor Pro pilot access has no separate automatic renewal.
Keep a copy of your recordsEveryone
- Use the water log CSV export for water-test data. Store Pro provides CSV export for supported store records.
- Company managers can use the professional workspace export for company records and approval history.
- Store downloaded files securely. Do not assume an export contains every uploaded image or replaces a complete backup.
Print or save a customer documentEveryone
- Open the completed report or customer-facing estimate, then choose its print control.
- Wait for the preview to load. Select Save as PDF or your printer, and check every page before confirming.
- If the preview is blank, cancel the dialog and reopen the report. Send support the screen name and browser, without private customer details.
Recommend Poolside FixEveryone
- Customer Pro members and eligible Store Pro managers can create a recommendation link in their membership tools.
- Share that public link yourself. It does not grant access to private records.
- The current program tracks visits and verified memberships. It does not offer rewards or commissions.
Give staff the right accessPool stores
- Use individual staff sign-ins instead of sharing the owner password.
- Review available roles in Branding and staff. Use manager access only for people who need management tools.
- Recheck access when a staff member changes responsibilities or leaves.
Tell us where you got stuck.
Include the workspace, screen name, device and what happened. Leave out passwords, payment details and private customer information. Replies are reviewed by Poolside Fix; this is not live chat.