Your Customers Now Have Their Own Dashboard
We are launching the Pool Founder Customer Portal, a dedicated self-service platform for your customers. Instead of calling or texting you with questions about their service, invoices, or upcoming visits, your customers can log into their own branded dashboard and find everything they need.
The portal is fully branded with your company logo, colors, and a custom URL so it looks and feels like an extension of your business, not a third-party tool. Customers log in with a simple magic link sent to their email. No passwords to remember.
The customer portal is available now on all plans. Configure your branding and visibility settings under Settings > Portal & App, then share your portal link with customers.
What Can Your Customers Do in the Portal?
The portal gives customers access to the information they most commonly call or text about. Every feature is designed to reduce inbound questions and give customers confidence that their pool is being taken care of.
Service History and Job Details
Customers can view their complete service history with details about each visit. Depending on your visibility settings, they can see technician names, job notes, photos taken during service, chemicals applied, water chemistry readings, parts used, and tasks completed. This is the single biggest driver of reduced phone calls: customers answer their own questions by checking the portal.
Invoices and Payments
The portal includes a full billing experience. Customers can view all their invoices, see payment history, and pay outstanding balances online. The new unified billing page also lets customers manage their payment methods and set up autopay, so monthly maintenance charges are handled automatically without you chasing payments.
Quotes
When you send a quote, customers can view the full details in their portal including line items, photos, and any discounts. They can approve or decline quotes directly from the portal with optional response notes, keeping the entire conversation documented in one place.
Service Requests
Customers can submit service requests through the portal instead of calling or texting. Requests are tracked with a conversation thread so both you and the customer can see the full history. This creates a clear paper trail and ensures nothing falls through the cracks.
Account Management
Customers can view and update their account information directly in the portal, reducing the administrative back-and-forth that eats into your day.
Branded from Login to Invoice
Every touchpoint in the portal uses your company branding:
- Company logo displayed on the login page, portal header, sidebar, and email communications.
- Brand color applied across buttons, links, navigation, and accent elements throughout the portal.
- Custom URL your portal gets a clean URL like app.poolfounder.com/your-company-name.
- Browser favicon automatically updates to show your company logo in the browser tab.
- Magic link emails use your company name and branding so customers recognize the sender.
When customers interact with the portal, they see your business, not ours. This builds trust and reinforces that you run a professional operation.
Passwordless Login with Magic Links
Customers log in by entering their email address and clicking a link sent to their inbox. No passwords to create, remember, or reset. The magic link authenticates them securely and redirects them to your branded portal. This removes the biggest barrier to portal adoption: password friction.
The login flow is scoped to your company. If a customer works with multiple pool service companies using Pool Founder, the magic link takes them directly to your portal, not someone else's.
You Control What Customers See
Not every pool company wants to show the same level of detail. The portal includes granular visibility controls so you decide exactly what information customers can access.
| Setting | What It Controls |
|---|---|
| Service History | Whether customers can see their service visit history |
| Technician Names | Whether the assigned technician name appears on service records |
| Job Notes | Whether technician notes from each visit are visible |
| Job Photos | Whether photos taken during service are shown |
| Chemicals Used | Whether chemical application details appear |
| Water Chemistry | Whether water test readings and trends are visible |
| Parts Used | Whether parts and materials used are listed |
| Tasks Completed | Whether the task checklist from each visit is shown |
| Quotes | Whether customers can view and respond to quotes |
| Service Requests | Whether customers can submit and track service requests |
All settings default to on for full transparency. Adjust them anytime from Settings > Portal & App. Changes apply immediately across all customer accounts.
Portal Links in Service Reports
Service report emails can now include a direct link to the customer portal. When customers receive a service report, they can click through to see full details, view their service history, pay invoices, or check upcoming visits. Enable this under Settings > Service Reports by toggling on "Include Portal Link."
How to Set Up the Customer Portal
- 1Go to Settings > Portal & App from your dashboard.
- 2Upload your company logo (recommended: square image, at least 200x200 pixels).
- 3Set your brand color using the color picker or enter a hex code.
- 4Your custom URL slug is generated from your company name. You can customize it.
- 5Configure visibility toggles to control what customers see.
- 6Share your portal link with customers via email, text, or include it in your service reports.
The portal is a separate app from your admin dashboard. Your customers only see their own information and can never access your business data, routes, or other customers.
Why a Customer Portal Matters for Your Business
Pool service companies with customer portals report significantly fewer inbound phone calls, faster invoice payments, and higher customer retention. When customers can check their own service history, view upcoming visits, and pay invoices online, they are less likely to call with questions and more likely to stay long term.
The portal also creates a professional impression that sets you apart from competitors. Most pool service companies still operate entirely through phone calls, texts, and paper invoices. Giving your customers a branded self-service dashboard signals that you run a modern, organized business.
Ready to streamline your pool service business?
Pool Founder gives you route optimization, automated invoicing, chemical tracking, and everything else you need to run a more profitable pool business.
Try Pool Founder free for 30 daysFrequently Asked Questions
Is the customer portal available on all Pool Founder plans?
Yes. The customer portal including branding, visibility controls, and all customer-facing features is available on all Pool Founder plans at no additional cost.
How do my customers access the portal?
Customers visit your branded portal URL and enter their email address. They receive a magic link email and click it to log in. No passwords are needed. You can share the portal URL directly or enable portal links in service report emails.
Can customers see other customers' information?
No. Each customer can only see their own service history, invoices, quotes, and account information. The portal is fully scoped to the individual customer.
Can I show different information to different customers?
Currently, visibility controls apply company-wide. If you turn off technician names, no customer will see them. Per-customer visibility settings may be added in a future update.
Do customers need to download an app?
No. The customer portal is a web application that works in any mobile or desktop browser. There is nothing for your customers to install.
What if a customer works with multiple pool companies using Pool Founder?
The login flow is scoped to your company via your unique URL slug. Magic links direct the customer to your specific portal, not another company's.