Setting Up Your Team

The Team plan lets you manage multiple technicians, assign customers, and track service quality. Here's how to get your team set up.

Requirements

• Team Plan subscription ($59.99/mo + $9.99/seat)
• Web dashboard access - Team management is done on the web
• Technician email addresses - Each tech needs their own account

Inviting Technicians

Step 1: Navigate to Team Settings

1. Log into the web dashboard
2. Click Team in the sidebar
3. Click Invite Technician

Step 2: Send the Invitation

1. Enter the technician's name and email address
2. Click Send invite

The technician will receive an email with:

• A link to join from their phone
• A 6-character invite code, valid for 7 days
• Links to download the app

Your team list shows whether the email was delivered. If it didn't arrive, check the address, or use Resend Invite to send it again and restart the 7 days.

Step 3: Technician Joins

When the technician opens the link or enters the code in the app:

1. They create a password with the invited email address, or sign in if they already have an account
2. They join your team right away

A seat is added to your plan when they join, and you'll get a notification.

Managing Technician Roles

Owner (You)

• Full access to all features
• Can invite/remove technicians
• Views all customers and service logs
• Manages billing and settings

Technician

• Sees only assigned customers
• Completes service stops
• Cannot access billing or team settings
• Cannot delete customers

Assigning Customers

Individual Assignment

1. Go to Customers
2. Click on a customer
3. Click Edit
4. Select the Assigned Technician
5. Save changes

Bulk Assignment

1. Go to Customers
2. Check multiple customers
3. Click Bulk Actions > Assign Technician
4. Select the technician
5. Confirm

Assignment Best Practices

• Geographic grouping - Assign customers in the same area to one tech
• Balanced routes - Distribute workload evenly
• Skill matching - Assign complex pools to experienced techs

Technician Route View

Each technician sees only their assigned customers in the app:

• Their personal daily route
• Only customers assigned to them
• Their own service history

Accountability Features

GPS Verification

When enabled, the system tracks:

• Service location - Where the tech completed service
• Distance from customer - Flags if too far from address
• Spoofing detection - Alerts if GPS appears manipulated

To Enable GPS Verification

1. Go to Team > Settings
2. Toggle Require GPS Verification
3. Set the acceptable distance (e.g., 100 meters)

Service Checklists

Create custom checklists technicians must complete:

1. Go to Team > Checklists
2. Click Create Checklist
3. Add items:

• Test water chemistry
• Clean filter basket
• Check equipment
• Take photo of pool

1. Make items required or optional
2. Assign to specific customers or all

Issue Flagging

Technicians can flag problems they encounter:

1. During service, tech taps Flag Issue
2. Describes the problem
3. Takes photos
4. You (owner) receive a notification
5. Issue appears in your Issues dashboard

Monitoring Your Team

Team Dashboard

The Team section shows:

• Active technicians - Who's logged in
• Today's progress - Completed vs. pending stops
• Recent activity - Latest service completions
• Flagged issues - Problems needing attention

Service Reports

View comprehensive reports:

• Services per technician
• Average service duration
• GPS verification rate
• Checklist completion rate
• Issues flagged

Removing Technicians

To Remove a Technician

1. Go to Team
2. Click on the technician
3. Click Remove from Team
4. Confirm removal

What Happens

• Technician loses access immediately
• Their assigned customers become unassigned
• Service history is preserved
• Seat is removed at next billing cycle

Team Plan Billing

Per-Seat Pricing

• Base: $59.99/month for the owner
• Each technician: $9.99/month per seat
• Example: Owner + 3 techs = $59.99 + (3 × $9.99) = $89.96/month

Seat Management

• Seats are added automatically when you invite
• Removed seats continue until period ends
• Prorated charges for mid-cycle additions

Best Practices

1. Start with one tech - Get workflows established before scaling
2. Use checklists - Ensures consistent service quality
3. Review reports weekly - Catch issues early
4. Communicate through the app - Keep records of all instructions
5. Rotate assignments occasionally - Cross-train your team

What's Next?

• Create invoices for customers
• View team reports