Bluecrest Help Center
Quick guides and FAQs to run your pool service business on Bluecrest. If you need more help, reach us at support@bluecrest.app.
Getting Started
- Create your account and company profile
- Invite technicians (auto-generated passwords supported)
- Import customers or add them one-by-one
- Save your company logo for service emails
Accounts & Roles
- Admin / Admin1 — full access to routes, billing, and settings
- Tech — daily routes, service logs, on‑the‑way/finish SMS
- Customer — portal for invoices, services, and support
- Manage roles under Users in the dashboard
Route Management
- Assign customers by technician and day of week
- Drag‑and‑drop to reorder the day’s route
- Auto‑fit map to active stops; real‑time progress donuts
- Track checklist completion and items needed
Service Logs & Reports
- Record readings, dosages, notes, and photos
- Service emails include your logo and route images
- Recent activity shows last visits and chemistry trends
- Customize readings/dosage/checklists per admin
Invoicing & Stripe Connect
- Each admin connects a Stripe Express account
- Create invoices and subscriptions under your connected account
- Track paid/unpaid, due dates, and resend links
- Customers can manage payment methods in their portal
Messaging (SMS & Email)
- One‑tap “On the way” and “Finished” texts to customers
- Broadcast SMS/email to routes, tags, or filtered lists
- Default service messages can be customized per admin
- Ensure you have consent and follow local regulations
Customer Portal
- Customers log in to view recent services and chemicals
- Pay invoices, add cards, and update billing info
- Submit support requests to your team
- Branding reflects your company logo
Troubleshooting
- Stripe test vs live keys — check your environment vars
- Service photos blocked? Verify Firebase Storage rules
- Missing routes? Confirm technician dayOfWeek and adminId
- Role‑based access — unauthorized users are redirected to login
Policies & Legal
Still need help?
Email us at support@bluecrest.app, or send a message from the in‑app Support page. We typically reply within one business day.