🚀
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
Help Center
How can we
help you ship?
Quick guides and FAQs for every part of running your pool service business on Bluecrest. Need a hand from a human? Email support@bluecrest.app and we usually reply within a business day.
👥
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, dosages, and 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 payment 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 stuck?
Email support@bluecrest.app or send a note from the in-app Support page. We typically reply within one business day.