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📚 PoolControl Pro Features

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What will you find here? Detailed guides for each part of the program, explained step by step.


🗺️ Functional Map

PoolControl has 11 main modules. Each one is self-explanatory, but here's a summary so you know where to look:


👥 Clients & Pools

What it is for: Everything related to your clients and the pools you clean.

When to use:

  • When you hire a new client
  • When a client tells you "I have a second pool"
  • When you need to know where a pool is (GPS)
  • When you want to configure which products each pool uses

Main functions:

  • Registration of clients (hotels, communities, individuals)
  • Pool management (one or more per client)
  • GPS system (exact coordinates)
  • Geographic areas (organize by neighborhoods/cities)
  • Personalized discounts per client
  • Payment methods (All Inclusive, Fee+Consumption, Service Only)

Overview


📅 Planning

What it is for: Organize who goes to which pool and when.

When to use:

  • Every week, to plan routes
  • When a technician gets sick and visits have to be changed
  • When it rains and everything has to be postponed
  • When you want to see the workload of each technician

Main functions:

  • Visual calendar (drag and drop)
  • Assignment of technicians to swimming pools
  • Mass rescheduling (rain mode)
  • Master routes (visits that repeat themselves)
  • Loading dock (pending work)
  • Transfers between technicians

Overview


🔧 Technician App

What it is for: What your workers see on their mobile.

When to use:

  • When a new technician needs to learn how to use the app
  • When a technician says "my cell phone doesn't work"
  • When you want to understand what your workers see

Main functions:

  • Daily route (list of pools for the day)
  • GPS navigation to the pool
  • Work part (measure pH, mark tasks)
  • Offline mode (works without internet)
  • Van stock management
  • Key scanner
  • Chemical dosing: suggested products from readings and added to the consumption cart when marked Applied

Overview


🧪 Chemical calculator

What it is for: Know which products to add to each pool from readings (pH, chlorine, alkalinity, stabilizer…) and carry those consumptions into the work order without guessing.

When to use:

  • In the office when a client asks what their pool needs
  • On the technician work order (Step 2 → chemical dosing)
  • To generate a PDF action plan

Main functions:

  • Numbered dosing plan from measured parameters
  • Suggested products from your catalog and role configuration
  • On the work order: mark Applied → products go to the consumption cart (Step 3)
  • Full chemical consultation, expert mode and history

Chemical dosing on the technician work order

Overview


💰 Sales & POS

What it is for: Sell products to customers who pass by your store.

When to use:

  • When a customer comes in to buy chlorine
  • When you close the cash register at the end of the day
  • When you want to know how much you sold this month

Main functions:

  • Cash opening and closing
  • Point of Sale Terminal (POS)
  • Sales notes
  • Budgets
  • Returns management

Overview


📦 Purchasing

What it is for: Buy products from your suppliers.

When to use:

  • When you realize that you are out of chlorine
  • When a truck of products arrives and you have to count them
  • When you have to pay a supplier

Main functions:

  • Supplier catalog
  • Purchase orders
  • Merchandise reception
  • Supplier invoices
  • Automatic purchasing suggestions
  • Returns (RMA)

Overview


🏭 Inventory

What it is for: Know what products you have and where.

When to use:

  • When you want to know if you have chlorine left
  • When you transfer products from the warehouse to a van
  • When you do physical inventory

Main functions:

  • Warehouses (central, stores, vans)
  • Stock control
  • Transfers between warehouses
  • Product catalog
  • Products in quarantine

Overview


🧾 Invoicing

What it is for: Charge your clients.

When to use:

  • At the end of the month, to make invoices
  • When a client asks you for an invoice
  • When you want to know who owes you money
  • To make bank remittances

Main functions:

  • Monthly billing assistant
  • Recurring invoices (maintenance)
  • Management of effects (receipts)
  • SEPA remittances
  • Client account statement

Overview


📊 Accounting

What it is for: Know if your business makes or loses money.

When to use:

  • When you want to record an expense (gasoline, material...)
  • At the end of the month, to see the results
  • For the income tax return

Main functions:

  • Expense record
  • Spending categories
  • Financial Dashboard
  • Box plot

Overview


📈 Reports

What it is for: Analyze how your business is going.

When to use:

  • When you want to know which pools use the most products
  • When you want to see who is your fastest technician
  • To make decisions (do I raise prices? Do I hire more people?)

Main functions:

  • Consumption per client
  • Times per technician
  • Productivity Dashboard
  • Control tower (where each technician is)

Overview


⚙️ Configuration

What it is for: Configure how the program works.

When to use:

  • When you hire someone new
  • When you want to give permissions to a user
  • At the beginning, to enter your company information

Main functions:

  • Employee management
  • Roles and permissions
  • Company details
  • Cash registers
  • Audit log
  • Chemical calculator (consultation, work-order dosing, PDF)

Overview


🌐 Client Portal

What it is for: What your clients see when they enter their private area.

When to use:

  • When a client asks you "can I see my invoices online?"
  • To explain to them what they can do alone

Main functions:

  • Customer Dashboard
  • Visit history
  • My invoices
  • Report breakdowns

Overview


🎯 Where do I start?

If you don't know what to read first, follow this order:

If you're just getting started with PoolControl:

  1. Getting Started - Understand what each thing is
  2. Quick Start (15 min) - Create your first client in 15 min
  3. Setup Checklist - Everything you need to configure

If you already use PoolControl but have a question:

  1. Use the search bar above (the magnifying glass 🔍)
  2. Write your question in natural language (e.g. "how to change a pool technician")
  3. We take you to the corresponding guide

If something doesn't work for you:

👉 Go directly to Problem Index


📞 Can't find what you're looking for?

Need help? soporte@poolcontrolpro.com