🧭 How to Navigate PoolControl

Do you feel lost? The menu changes depending on your role and according to the contracted plan. This guide describes the app as it is in production (June 2026).

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🌐 How to enter

1. Open the browser (Chrome recommended).
2. Go to **https://poolcontrolpro.com/login

**. 3. Enter email and password. 4. You will enter the ERP: /app/pool-control (dashboard).

Help Center

You are reading the help at https://poolcontrolpro.com/help/ — it is the same domain as the app, folder /help/.

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🖥️ Screen structure (desktop)

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.Real capture (demo user manager@empleados.aquademo.example, AquaDemo Piscinas S.L. company with example data).

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.

• Logo → return to the dashboard (/app/pool-control).
• Upper tabs (Home, Operational, Business...) → change the side menu.
• Side menu → specific links (clients, agenda, invoices...).
• Profile (👤) → log out, Help Center, role change if applicable.

Not everyone sees the same tabs

A Technician does not see office “Operations”: he sees Field Work (My Route, My Van, My Keys, Scan QR). An Accountant sees primarily Finances.

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📑 Tabs and menu (Admin / Manager — usual layout)

After logging in as an administrator or manager, the tabs above organize the menu:

Home

Link	Route
Main Dashboard	/app/pool-control

Operational

Link	What is it for
Agenda (Drag & Drop)	Visit calendar (/planner)
Master Routes	Repeat visits (/planning/routes)
Geographic Zones	Group pools by area
Coord. Earrings	Approve GPS proposed by technicians
Absences	Vacation/leaves
Reassign Visits	Move visits between technicians
Incidents	Failure history (/incidents-history)
Clients and Pools	Registration and client file
Keys	Key custody (office) (/keys)

Business

Link	Notes
Catalog Products / Services	If your plan includes stock / billing
Budgets, Orders	Business role also uses them
Commercial Activity	Sales summary
New Quick Sale (POS)	Open the floating checkout panel (not a separate page)
Cases / Shifts	Cash Sessions
Signing Station	Warehouse tablet for delivery note signatures (/signing-station)
B2B Purchasing	Supplier orders (advanced plan)

Logistics

Transfers between warehouses, merchandise receipts, RMA, quarantine, physical inventory, infrastructure (warehouses).

Finance

Customer billing, mass generation, collections, bills portfolio, SEPA remittances, expenses, liquidity and tax reports (depending on permits).

Reports

Link	Route
Time tracking	/reports/time-history (TIME_TRACKING module)
Consumption, productivity, control tower	Per permissions and plan

System

Team, cash registers (config), company, my plan, roles, audit.

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👷 Technician Menu

Link	Route
Dashboard	Home
My Route	Visits of the day
My Van	Stock in your mobile warehouse
My Keys	Assigned keys
Scan QR	Open part by pool QR
My timesheet	Sign monthly hours closure (/my-timesheet)

Part of work: from My Route → start visit, or route /visits/{id}.

On mobile, there is usually a lower bar: My Route, My Van, Menu (rest of options).

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🔵 Commercial · 🟠 Warehouse · 🟤 Accountant · ⚪ Read only

Each role has a reduced menu according to their work:

• Commercial: Clients, Budgets, Orders, Activity.
• Warehouse: Warehouses, Products, Transfers, RMA, Purchases.
• Accountant: Billing panel, generate invoices, collections, expenses, suppliers, reports.
• Read only: Consultation of clients, products, billing and reports unedited.

Permissions detail: Tipos de usuario.

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🦎 Change roles without logging out (chameleon mode)

If your user has multiple roles (for example Admin + Technician):

1. Tap your name / avatar (top right).
2. Choose the view: Admin, Manager, Technician, etc.
3. Menu updates instantly.

Useful if you are the owner and you also do routes in the field: you configure as Admin, you work as a Technician.

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📦 What may “not appear”

Some options depend on the subscription plan (modules):

Module	If you don't have it...
Basic/Pro Stock	You will not see logistics or advanced purchases
Billing	You will not see POS or bulk billing
Basic accounting	Manager will not see the complete “Strategy” block
Time control	You will not see payroll/day export

If you think you should see something: System → My Plan or contact support.

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🎯 How to go to a specific place

Method 1: Tab + side menu

Example: schedule a visit

1. Operational tab.
2. Agenda (Drag & Drop).
3. Button + Visit → modal Schedule Visit.

Method 2: Breadcrumbs

In client or pool files you will see:

Clientes > Nombre cliente > Nombre piscina

Press a level to go back.

Method 3: Links within the app

From a client you can open their pools; from an invoice, the client, etc.

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📱 Technician on mobile

• Same URL: poolcontrolpro.com (responsive web, installable as a PWA).
• Bottom menu: My Route, My Van, Menu (more options).
• The work report is tabs: Measurements → Tasks → Consumption → Finish.

More detail: App del técnico.

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🆘 I got lost

Action	Effect
Press the logo	Dashboard
Back of browser	Previous page
Log out and log back in	Restart to dashboard

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🎯 Practical exercise

1. Log in as Admin or Manager.
2. Operational tab → Clients and Pools.
3. Open a client → Installations tab.
4. Look at the breadcrumbs and return to Customers.

Have you achieved it? You already have the basic structure down.

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👉 Ver todas las funcionalidades