Video Tutorials
Short, focused walkthroughs to get you up and running fast. Click any video to start watching.
Getting Started
Add Your First Employee
Learn how to add employees to your pool service company, assign roles, and set up your team in Pool Founder.
Set Employee Work Schedule
Configure employee work schedules including days, hours, and start locations for route optimization.
Add a Vehicle
Track your fleet by adding vehicles with make, model, license plate, and cost per mile for route profitability.
Add Your Customers
Import customers via CSV, QuickBooks sync, or add them manually. Manage contact details and service history.
Add a Service Location
Create service locations with addresses for your customers. Locations are where your technicians show up to do the work.
Add a Body of Water
Set up pools, spas, and other bodies of water with gallonage, surface material, sanitizer type, and equipment tracking.
Add Chemicals
Track your chemical inventory with pricing, cost, and units. Chemicals are used for dosing calculations and job billing.
Add Parts
Manage replacement parts inventory with stock tracking, low stock alerts, and customer vs cost pricing.
Create Task Templates
Define reusable task templates with response types like checklists, water chemistry readings, and photo requirements.
Create a Task Group
Group task templates into reusable sets that get assigned to jobs, ensuring consistent service at every stop.
Create Jobs & Work Orders
Deep dive into maintenance jobs and work orders: billing modes, chemical billing, task assignment, scheduling, and lifecycle management.
Build Routes
Use the route builder to assign jobs to technicians, auto-assign with AI optimization, and save optimized driving routes.
Configure Service Reports
Customize the service report emails your customers receive after each visit, including sections, branding, and messaging.
Dashboard Overview
Tour the Pool Founder owner dashboard: Ask George AI, attention items, and your revenue, jobs, and cost numbers at a glance.
Company Branding
Upload your logo and set brand colors that flow through invoices, service reports, quotes, and your customer portal.
Billing & Sales
Create and Send Quotes
Build a quote with line items and tasks, send it to your customer, and convert an accepted quote into a job with one click.
Managing Invoices
Create invoices from work orders, take payments, record manual payments, and manage the full invoice lifecycle.
Billing Settings
Connect payments, set payment terms and invoice detail options, and understand maintenance billing schedules.
Operations
Track Inventory
Track chemical and parts stock, restock and remove inventory, and get low stock alerts as your techs log usage.
Live Route Tracking
Follow route progress in real time: stop status, timing, and the full visit timeline for every technician.
Profitability Analytics
See true profit per job, customer, and route with cost breakdowns, recurring revenue, and time filters.