Documentation

Run your pool business on Suntwist.

Step-by-step guides for every module. If something is unclear, check the FAQ or email support.

Getting started

Create your account, invite your team, and get your first route running in about 30 minutes.

1. Create an owner account

Sign up at /auth with email + password or Google. Your first account becomes the business owner and can invite technicians later.

2. Set your business profile

From the dashboard, add your company name, service area, and default technician working hours. These appear on customer-facing reports and invoices.

3. Add your first customer

Open Customers → Add customer. Enter name, address, phone, pool type and gallons. Anything you skip here can be filled in from the customer profile later.

4. Schedule and complete a visit

From the customer profile click New visit. On the visit page, log chemical readings and notes, then Generate report and Mark sent.

Customers

Everything you know about a pool owner in one place: contact, pool details, visit history, and reports.

Add and edit

Customers → Add customer. Use accurate addresses so route optimization can order stops correctly.

Pool type & size

Chlorine, salt, or other. Gallons drives chemical dosing suggestions on the visit page.

Notes

Use notes for gate codes, dog warnings, chemical preferences, or anything a tech needs to see before arriving.

Schedule & visits

Every service call is a visit. Visits progress from scheduled → completed and drive both reports and invoices.

Create a visit

From a customer profile → New visit. Default date is today. Change the status from scheduled to completed when work is done.

The Schedule page

Shows all upcoming and recent visits across every customer, so a dispatcher can see the day at a glance.

Skipping a visit

Set status to skipped if the customer canceled or the pool wasn't accessible. Skipped visits still show in history but don't produce a report.

Chemical readings

Track pH, free chlorine, total alkalinity, cyanuric acid, and calcium hardness on every visit.

Ideal ranges

pH 7.2–7.8, free chlorine 1–3 ppm, alkalinity 80–120 ppm, CYA 30–50 ppm, calcium hardness 200–400 ppm. Values outside these are flagged automatically on the report.

Salt pools

For salt-chlorine pools, focus on stabilizer (CYA) and salt levels. Suntwist adjusts guidance to pool type.

Trends

The Chemicals section shows the last N readings per customer so you can spot slow drifts (e.g. rising CYA over the summer).

Service reports

A branded post-visit summary sent to the customer.

Generate

On the visit page, click Generate report after readings and notes are saved. The report headline reflects whether readings were in range.

Review & send

Open the report from Reports or the visit page, double-check the copy, then Mark sent. This records the send timestamp on the visit.

History

Every generated report is kept indefinitely on the customer profile so you can look back at what was reported and when.

Invoices

Bill customers for monthly service, one-off repairs, or chemical add-ons.

Monthly service

Set a recurring service price on the customer and Suntwist drafts a monthly invoice automatically.

One-off charges

Add ad-hoc line items (chemical add, filter clean, service call) directly to an invoice.

Online payments

Coming soon — enable per-account credit card and ACH payments. Contact support for early access.

Routes

Group visits by day and let Suntwist order stops for the shortest driving time.

Assign a service day

On each customer, pick a weekly service day (e.g. every Tuesday). Suntwist rolls those into a route for that day.

Open in maps

Techs open the day's route from their phone and tap Start to send the ordered stops to Google or Apple Maps.

Repairs

Track equipment issues from reported problem → approved estimate → completed fix.

Log an issue

On the visit page or the Repairs tab, log the reported problem, add photos, and set an estimated cost.

Customer approval

Send the estimate to the customer. Once approved, schedule the repair as its own visit.

Close it out

Mark the repair completed and it appears on the customer's history alongside regular visits.