Bluecrest Documentation
Explore step-by-step guides and references for using Bluecrest to run your pool service business more efficiently. From route assignments to invoicing and customer communication, find everything you need here.
Getting Started
Learn how to create your account, set up your company profile, and invite technicians.
Route Management
Assign customers, manage technician schedules, and reorder routes with drag-and-drop tools.
Service Logs
Record chemical readings, dosages, notes, photos, and generate professional reports.
Invoicing & Billing
Create invoices, subscriptions, and manage payments through your Stripe Connect account.
Messaging (SMS & Email)
Send automated “On the Way” and “Finished” SMS, broadcast campaigns, and service emails.
Customer Portal
Give customers access to service history, invoices, billing info, and support requests.
Admin Features
Learn about admin-only tools including shopping lists, work orders, and team management.
Troubleshooting
Find answers to common setup, authentication, and role-based access issues.