Schedule & dispatch
Build the day's schedule, assign visits and adjust plans when something changes.
POOLDOCAI OFFICE MANAGEMENT
Built · in reliability testing
Software built around your pool business.
Not the other way around.
Scheduling, routes, technicians, customer records and billing in one system you can run on your own server.
It's built and in testing now. We're checking that it runs dependably before anyone relies on it for a real workday.
WORKFLOW CONCEPT · ILLUSTRATION
POOL SERVICE OPERATIONSToday's scheduleIllustrative view · not a product screenshot
TuesdayMorning equipment checkCustomer visit · Assigned
PlannedRoutine pool serviceRoute stop · Technician notes
In routeFilter follow-upService history · Review
Queued⌁ Routes▤ Customers☑ Service notes
THE DAILY WORK, IN ONE PLACE
Purpose-built for pool teams.
Built around how pool companies actually work, not a generic field-service template.
Designed for pool service companies that want practical control without unnecessary complexity.
Routes & stops
Plan technician routes and keep stop information together with each visit.
Customer records
Keep service history, contact details and job notes organized in one place.
Technician tools
Give field staff access to job details, notes and follow-up information.
Billing follow-through
Connect completed service work with the office's billing process. Final workflows are being tested.
Set it up your way
Configure the system around your business, rather than changing how you work to fit a generic template.
Final features, system requirements and support terms will be published before release. Testing covers reliability, recovery and everyday workflows.
LOCAL-FIRST BY DESIGN
Your server. Your data. Your call.
Your core company records can run on your own server instead of a required shared PoolDocAI business database.
What local-first means in practice
Local-first doesn't mean every feature works offline. Remote access, maps, updates and optional integrations can need internet access. Day-to-day availability depends on your own server, power and network, so plan for backups and redundancy. No system can promise zero downtime.
COMMON QUESTIONS
Common questions
Does Office Management require PoolDocAI cloud hosting?
No shared PoolDocAI-hosted company database is required for the local installation. Core operational records can remain on the company's server. Optional integrations, remote connections and updates may use third-party online services.
What happens if the internet or a cloud provider goes down?
Supported onsite workflows can continue without a shared cloud application's server, provided the local network and installation remain operational. Remote access and connected services can be interrupted. Each deployment needs continuity testing.
Do we need our own server or an IT person?
Local hosting needs a properly maintained server and backups. Off-site hosting is another option if you'd rather not manage hardware. System requirements and support arrangements will be confirmed before release.
When will it be available, and what will it cost?
We haven't announced a release date or pricing. Join the waitlist for availability and release updates.
Will it work with our accounting or mapping tools?
Some integrations may require internet access. A verified list of supported integrations will be published before release; we don't want to promise compatibility before testing it.
RELEASE UPDATES
Get release updates for Office Management.
Sign up for product news and testing availability. You can unsubscribe from optional newsletters at any time.
WHERE IT STANDS TODAY
Where Office Management stands today
The software is built. We're testing daily operation, setup and recovery so it holds up before businesses rely on it.
Public access is not yet open. Join the waitlist for release and testing updates.
Join the waitlist