Help center

Short, practical guides for running your pool service on PoolBeacon. More are on the way; here is where we are starting.

Add your first customer

Create a customer, add their pool, and schedule the first visit. Only a name is required to start.

Schedule and complete a visit

Schedule a visit from the pool page, log the readings in the field, and mark it complete to send the report and invoice.

Set up billing for a pool

Bill per visit, on a recurring flat-rate plan, or manually. See when invoices generate and how to get paid with 0% fees.

Set up the AI phone receptionist

Turn on the add-on, get a number, and tell it about your business. It answers missed calls and captures them as leads (it never books).

Import your customers

Bring your customers and pools in from a CSV or an export from Skimmer, Jobber, Housecall Pro, or Pooltrackr. Preview before anything saves.

Invite and manage your team

Invite admins and techs by email, choose what each role can see, and manage your seats. Techs log visits and see their route; they cannot edit pricing, customers, or invoices.

Install the field app on your phone

Add PoolBeacon to a phone or computer home screen in a couple of taps. No app store, it opens full screen, and it keeps working in dead-zone backyards once your route is loaded.

Send an estimate and get it signed

Build an estimate, send it for the customer to e-sign, and convert an accepted one into an invoice. Plus what every status means: draft, sent, accepted, declined, expired, converted, and voided.