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Using the Dashboard - Pool Shop Version

Pool Shop Version Dashboard:


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Water Test Button on the Pool Shop Version Dashboard. 

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This clicks through to a simple form where: 

  • a new customer can be entered in directly or existing customers can be searched for 

  • structure details can be added

  • a quick water test can be performed

This provides a more streamlined process than the full form provided in the Essential version. (There are many fields used for a service client that are not necessarily needed for a pool owner)  

The form consists of 3 sections:

  1. Customer Information

    • Customer Search or for existing customers:

    • Contact Name (Mandatory)

    • Mobile (multiple numbers can be entered if needed e.g Home: 029876543; Work: 029123456; Mobile: 049999999)

    • Email

    • Street Address

    • Suburb/Town

    • State

    • Postcode/Zip


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  2. Structure

    • Type (Pool, Spa, Pool & Spa, Water Feature)

    • Wall Finish

    • Location or Type (Outdoor, Outdoor (Above ground), Outdoor (In ground), Indoor, Commercial

    • Sanitiser Method (Salt, Chlorine etc) - Depending on Sanitiser Method, options for Salt Chlorinator/Sanitiser etc

    • Volume (Mandatory)

    • Acid Used

    • Product Line


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  3. Water Test

    • Includes Chemistries and Targets and Ranges set up for the store


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  • There is a “clear customer information” button provided to enter a new customer if necessary.


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