Your personal settings live on the Account screen
The Account screen holds each technician's personal preferences — which maps app opens for navigation, how job checklists are displayed, notification settings, and sign out. Settings here are per-person: every tech on the team can set their own.
Account is the person icon in the top-right of the header for anyone who has the Comms tab: everyone with the "Use team chats" permission (every built-in role) or the "View customer inbox" permission. The Comms tab takes the last slot in the bottom bar, whether or not the company has a business phone line. Only a custom role with neither permission keeps Account as the rightmost bottom tab.
What's on the screen
The top card shows your name, role (Administrator or Technician), email, and phone — read-only; an admin edits these from the web dashboard. Below it, in order:
- Tutorials ("Short videos of how the app works") — narrated videos of the technician app, a minute or two each, that play right in the app. Every user sees it. The videos stream, so they need an internet connection. The full library (web dashboard too) is at poolfounder.com/tutorials.
- Map Provider — which maps app opens for navigation.
- Task View — how the visit-completion checklist is laid out.
- Forward Your Calls — send missed calls to the AI front desk (only shown with the phone-management permission).
- Chemical Insights — a company-wide chemical usage & cost screen (usage, spend at cost, billed, margin, and a by-chemical breakdown over a 30/90-day or 12-month range). Only shown to owners and users with the Manage chemicals permission; everyday technicians do not see this row.
- Parts catalog ("Photos of your parts to show customers") — your company's parts with photos, stock, and customer price; tap a part for full-size photos and a large price to show a customer. Shown with the View parts permission; prices need See part prices (customer price). The same catalog is also on the Today tab's Actions list under Sales → Parts Catalog. See parts inventory.
- Share Prompt — toggle the post-completion "Share Your Work" prompt.
- Swipe Back — toggle the swipe-right-to-go-back navigation gesture.
- Fraction Buttons — show or hide the ⅛ ¼ ⅓ ½ ¾ buttons under chemical amounts.
- Push Notifications and Quiet Hours toggles.
- Sign Out — signs you out immediately (no confirmation prompt).
Map Provider
Tap Map Provider to choose which app opens whenever you navigate to a stop: Default, Apple Maps, Google Maps, or Waze. "Default" uses your platform's standard — Apple Maps on iPhone, Google Maps on Android. The choice applies to every navigate button in the app: stop cards, job details, unplanned stops, and open stops.
Task View: three ways to see the checklist
Tap Task View to pick how the Complete Job screen presents the checklist:
- Guided (Step-by-Step) — the default. One task at a time with navigation: swipe or tap Next/Back through each task, with a review step at the end. Required tasks block moving forward until done.
- All Tasks (Scrollable) — see all tasks on one screen, as one long scrolling form.
- Compact (Dense Rows) — tight single-line rows for every task; the fastest layout for experienced techs.
This is a personal preference — each technician picks their own. One exception: editing an already-completed visit always opens in the Compact layout regardless of your setting. See complete a visit for how each mode behaves in the flow.
Forward Your Calls
For companies with the AI front desk, Forward Your Calls sets up your personal cell so missed calls go to the assistant. Pick your carrier (Verizon, AT&T, T-Mobile, or Other) and the screen shows dial codes for three setups: "When you don't answer" (recommended), "Every call", and "Turn forwarding off" — each with a Dial button that opens your phone's dialer with the code filled in. There's also a troubleshooting card for calls that keep going to voicemail (including iPhone Live Voicemail).
This entry only appears for users with the phone-management permission. If your company has no business number yet, the screen points you to the web dashboard (Messages → Phone) to pick one first.
Share Prompt, Swipe Back, Fraction Buttons, notifications, and quiet hours
- Share Prompt ("Show after completing stops") — controls the "Stop Complete!" prompt that offers to build a shareable before/after card after each visit. On by default; tapping "Don't show this again" on the prompt itself flips this same toggle off, and you can turn it back on here. See complete a visit.
- Swipe Back ("Swipe right to go back a screen") — on by default. Turn it off if you keep triggering an accidental back-swipe while working; with it off, use the back arrow in the top-left corner of each screen instead.
- Fraction Buttons ("Show ⅛ ¼ ⅓ ½ ¾ under chemical amounts") — on by default. Turn it off to hide the row of fraction buttons under each chemical's quantity when you log chemicals; you can still type amounts as decimals (0.5, 0.25). It only changes your own app.
- Push Notifications ("Route changes, reminders & alerts") — master switch for pushes to this phone. On by default. Your phone's own Settings can also block notifications from the app; the app checks that each time you open it, and while they are blocked your alerts are emailed instead (see notification settings).
- Quiet Hours — off by default. Turning it on pauses pushes overnight, 9pm – 7am in your company's timezone (the times are fixed on mobile). Critical alerts still come through. Notification categories and email preferences are managed on the web — see notification settings.
The notifications feed
The bell icon in the header (on the Today, My Stops, Team, Map, and Account screens) shows an unread count and opens your notification history. Unread items are highlighted with a blue dot, high-priority ones carry a HIGH or CRITICAL badge, and a Mark all read button appears whenever something is unread. Tapping a notification jumps straight to the thing it's about — the route, job, invoice, alert, or conversation.
Rate the app
The Rate the app row near the bottom of the Account screen (above Sign Out) opens Pool Founder's page in the App Store or Google Play so you can leave a review. Every user sees it. Separately, now and then after you finish a route the phone may show its own star-rating sheet (app version 1.2 or later). It never appears before you have finished 3 routes over at least 3 days, at most once per app version and no more than every 4 months, and the phone itself may decide not to show it. Dismissing it is fine; nothing else changes.
Report an issue to the office
The Report an Issue row on the Today tab opens a form to flag problems from the field — equipment failures, safety concerns, anything the office should know about. When you're at a stop, the customer and location are pre-filled. While completing a visit, the red warning-triangle button at the top right of the Complete Job screen opens the same form for that stop without leaving the checklist.
- Customer & Location — optional. Pick a customer and one of their locations, or leave it blank for a general issue.
- What's the problem? — a grid of big icon tiles, one per issue template your company has. Tap one to fill in the title and description, tap it again to un-pick it, or press and hold one you saved to delete it. After typing a new title and description, Save as a template for next time adds it to everyone's tiles. See technician alerts.
- Issue Title — required. A brief summary.
- Description — required. The details.
- Photos — optional, up to 5, from camera or gallery.
Tap Submit Issue and every owner and administrator gets a high-priority notification. The customer is not notified — issues are internal and never appear on the service report or in the customer portal. Reporting works offline too — the issue is saved on the phone and submitted when you're back online. Admins work the queue in technician alerts.
Frequently asked questions
Where is George on my phone? I don't see a George tab.
George in the app is for owners and admins only — technicians do not see him at all. For owners and admins there is no George tab and nothing on the Account screen. George is the floating Ask George button (his avatar plus the words "Ask George") in the bottom-right of the Today tab, the My Stops tab, a job's detail screen, and an unplanned stop's screen; on the Complete Job screens it is the small round avatar button in the header. It opens George as a sheet that already knows today's route or the stop you were on. Type a question or tap the mic and speak (the transcript goes into the text box so you can check it, then send). Ask him to open a screen ("take me to today's route", "open my route map") and the sheet closes and the app moves there. He answers from your company's data and the help center, and when you ask for a change he prepares a "George wants to:" approval card in the conversation: tap Approve (or reply "yes") to run it or Decline to drop it, and Undo on the receipt reverses it for 15 minutes. George needs an internet connection; offline, the button dims with "George needs a connection". See Meet George.
Why don't I see an Account tab at the bottom?
Your role has team chats (the "Use team chats" permission, on for every built-in role) or the "View customer inbox" permission, so the Comms tab takes the last slot in the bottom bar. Account moves to the person icon in the top-right corner of the header — same screen, different door. This does not depend on having a business phone line.
Can I change the quiet hours times?
Not on mobile — the toggle pauses pushes on a fixed overnight window, 9pm to 7am in your company's timezone. Critical alerts always come through regardless.
Why don't I see Forward Your Calls?
It only appears for users with the phone-management permission. Most companies keep front-desk configuration with owners and admins.
Do my settings affect my teammates?
No. Map Provider, Task View, Share Prompt, Swipe Back, Fraction Buttons, and notification toggles are all per-person — every technician sets their own.