Administrator Guides
Everything you need to manage your PoolAxis account — from setting up your team and adding customers through to managing the schedule, reviewing service reports, and understanding your billing.
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Quick Start Guide
New to PoolAxis? Start here — sign up, add your team and customers, and run your first job in under 30 minutes.
Getting Started
Set up your PoolAxis account, invite your first technician, add your first customer, and send your first schedule.
Adding Team Members
Invite technicians to PoolAxis, manage their roles and permissions, and remove team members who have left.
Managing Customers
Add customers, link their pools, set pool details, and invite owners to the Poolside app.
The Customer Record
A tour of every tab in a customer record — overview, pool, equipment, service history, trends, and billing.
Managing the Schedule
Create recurring schedules, assign technicians, and manage daily changes.
Service Reports
Review completed service reports, monitor chemistry alerts, and add admin notes to reports.
Billing & Subscription
Understand your PoolAxis subscription plan, manage your payment method, and download invoices.
Alerts & Notifications
Configure chemistry alert thresholds, manage admin notification preferences, and handle the alerts inbox.
Settings
Configure chemicals inventory, target ranges, report branding, schedule automation, and mobile pairing.
Account & Profile
Manage account profile details, security, and organisation preferences.
Sending Feedback and Getting Support
Reach the PoolAxis team via the Support and Feedback pages in the web portal, and the help centre.
Still need help?
Contact support and we'll get back to you within one business day.
Still need help?
Our support team usually replies within a few hours.