⚠️ Common Errors and Solutions

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Level: 🟢 Easy
The mistakes we all make sometimes

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🎯 Most frequent errors

Error	What's up	How to avoid it
Delete accidentally	Something important is deleted	Confirm before deleting
Double click	Duplicate is created	Wait for it to load, do not click twice
Do not save	Job is lost	Save every few minutes
Wrong customer	Data in client that is not	Check name before saving

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📝 Errors and solutions

Error 1: "I accidentally deleted something"

What's up: You pressed "Delete" thinking it was something else, or thinking "I don't need this anymore."

Solution:

1. DO NOT panic

2. DO NOT close the program

3. Check for "Undo":

   • Ctrl + Z (Windows)
   • Cmd + Z (Mac)
   • Or look for "Undo" button

4. If there is no undo:

   • Contact the administrator
   • Some data can be recovered from history
   • If it is a client, it may only be "Inactive" (not deleted)

Prevention:

• PoolControl usually asks for confirmation before deleting
• Read the message: "Are you sure you want to delete?"
• If you are not sure, DO NOT press Yes

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Error 2: "I double clicked and it came out duplicate"

What's up: You hit "Save" twice because it didn't seem to work. Result: 2 identical clients, 2 invoices, etc.

Solution:

1. Identify the duplicate:

   • Normally the second one has something different (number, date)

2. Delete the duplicate:

   • If you are a client: Edit → Status → Inactive (do not delete, inactive)
   • If it is an invoice: Rectification (never delete invoices)
   • If it is a visit: Cancel the duplicate

Prevention:

• Press ONCE
• Wait for it to finish (you will see "Saved" or a ✅)
• If it takes a while, wait, don't press again

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Error 3: "I worked for 20 minutes and didn't save"

What's up: You were editing something, the power/coverage went out/the browser closed, and everything was lost.

Solution:

1. In PoolControl web:

   • Some forms have auto-save
   • Go to the section where you were, it may be partially saved

2. In mobile app:

   • Usually has more aggressive auto-save
   • Go to "Drafts" to see if it is there

3. If you got completely lost:

   • It's time to do it again
   • Next time, save every few minutes

Prevention:

• Save frequently (Ctrl + S)
• Don't write novels without saving
• On mobile, complete and send before changing screens

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Error 4: "I was editing the wrong client"

What's up: You thought you were in "Casa García" but you were in "Casa Gómez". You changed the phone to the wrong one.

Solution:

1. If you haven't saved yet:

   • Close without saving (Cancel button)
   • Re-enter the correct customer

2. If you already saved:

   • Returns to the wrong customer
   • Put the data as it was (if you remember it)
   • Go to the correct client and enter the new data

Prevention:

• Always look at the name ABOVE the screen
• Read before editing: "Is this the client I want to edit?"

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Error 5: "The technician sees data from another customer"

What's up: The technician says that on his cell phone he sees pools that are not his, or mixed data.

Why it happens:

• The administrator assigned visits incorrectly
• There is a synchronization error

Solution:

1. Admin checks assignment:

   • Calendar → View technician routes
   • Are those pools assigned to him?

2. If they are incorrectly assigned:

   • Transfer visits to the correct technician
   • Or cancel and create new ones

3. The technician forces synchronization:

   • App → More → Sync now
   • Close and open the app

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💡 Tips to avoid making mistakes

The "STOP" rule

Before:

• Delete → STOP, are you sure?
• Save → STOP, is this the correct client?
• Close → STOP, did I save?

The "ONE" rule

• ONE click save
• ONE client edited at a time
• ONE important documented change (photo, note...)

The "CONFIRM" rule

If the system asks you "Are you sure?", it's because something important is going to happen. Read and confirm consciously.

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🆘 When to ask for help

Ask for help if:

• You deleted something important and you can't get it back
• There is mixed data between clients
• You think there is a bug (program error)
• You don't know what you touched but something is wrong

How to ask for help:

1. Describe what you were doing
2. What did you expect to happen?
3. What really happened
4. Screenshots if possible

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❓ Frequently asked questions

"Is there an undo button?"

In some parts yes (Ctrl+Z), but not in all. Better to prevent.

"Can I recover something deleted days ago?"

Depends. Clients are only marked as "Inactive" (not actually deleted). But bills and visits, difficult.

"Can the administrator see who deleted something?"

Yes, there is audit history in System → Audit.

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⚠️ We all make mistakes

The important thing is to recover quickly and learn for the next time.

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