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Approve outbound asks

The sequence writes each text from Geoff's visit notes and holds it here. Nothing goes out until you approve it, and approved texts send on the next pass (9am, 1pm and 5pm) inside quiet hours. Skip ahead moves them on to the next ask without sending this one, for when you have already asked by hand. Stop asking ends their sequence for good.
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Respond to reviews

Reviews with no reply recorded. We post replies to Google by hand today, so write the reply, copy it, paste it on your profile, then mark it done. Anything three stars or below is flagged for you to answer personally.
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Sequence in flight

Customers partway through the ask sequence, and where each one has got to.
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Review library

Every review you have earned. Tag a quote by page lane and copy it straight into a page build.
Closed this month
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Lead

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Filter closed leads

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Log content
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Alerts on this device
Technician Profiles
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Canned Visit Messages

What Geoff can send a customer when he finishes a visit. Each message has a few wordings, and one is picked per visit so they do not repeat.

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Missing Calendar Events

Finds appointments that have no Google Calendar event and writes them. New bookings are handled automatically. Use this only when something is missing from the calendar, or to fill in past work. Safe to re-run: an appointment that already has an event is left alone.

Service Intake Questions

What each service asks a customer after they book. Access questions (gate code, parking, pets) apply to every service. Job questions are specific to that service. Turn Access off to send no intake at all.

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Services & Parts

Turn this on for a service that sometimes waits on a part being ordered or picked up. When it is on, PoolCrew asks whether the job is waiting on a part, with No part needed as the first answer. When it is off, the question is never asked. Off is the default for anything new.

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Notifications

The bell in the top bar. Read notifications are cleaned up automatically; unread ones are always kept.

Visit steps

What PoolCrew asks Geoff to do on a visit. Switch a step off and every technician skips it. Changes reach PoolCrew the next time it opens.

Weather advisories

Short heads-ups PoolCrew shows at a stop, based on the forecast for that pool's address. Switch one off and nobody sees it. Changes reach PoolCrew the next time it opens.

Lightning risk
Banner at the stop and a reminder on the pole steps. Uses official storm alerts and the next 2 hours of forecast.
Rain due
Banner at the stop: adjust chemicals.
%
High wind
Banner at the stop: watch for blowing debris.
mph
Freeze warning
Banner at the stop: check freeze protection.
°F
Extreme heat
One line at the top of Today, once a day.
°F
Google photos

Every few days we pick photos from recent jobs that passed the privacy check and put them in a task for you. You edit the label, add the photo in Google yourself and tap Posted. Nothing is posted for you. Repairs and one-time jobs are preferred so the profile shows the breadth of our work.

Send me Google photo reminders
Where the notice about a new Google post sends you.
AI prices

What each AI model costs, in dollars per million tokens. The Dashboard's AI cost card multiplies what every AI call used by these prices, so it is an estimate and the provider's invoice is the final word. Check these against each provider's pricing page when a price changes or a new model is added.

Same-Day Booking

When you send a “Let them confirm the day” link for today, these decide how late today can still be picked. After the cutoff, today drops off the customer's list and the next open day is offered instead. Set each one to the latest you'd still want to send someone out that day. Changing these affects links already sent, because the list is built when the customer taps, not when you send.

Escalation Alerts

When a customer texts in and the thread needs a person, we send you a text. After-hours alerts always send and can't be turned off, since that's the case nobody is watching the Inbox for. The switch below only controls whether you also get a text during business hours, when the Inbox is already dinging on its own. We only text you once per conversation within the cooldown set below, so a customer sending several messages in a row won't blow up your phone.

Also text me during business hours

How automated texts are paced. Shown so you can see what the system is doing · these are not editable here. Tap an info icon for what each one means.

Message Templates

What we text customers, automatically.

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Field-Sendable Services

A technician can text a customer a pay link for anything switched on here. The price always comes from the service's catalog price at the moment the customer taps the link, so a price change applies to links already sent. Switching one off kills links already sitting in a customer's texts. Every change here is logged.

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Bookings by door

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Attributed revenue by agent

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Cold campaign contacts. Nobody here has asked to join. They become a pending approval the moment they verify their email.

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Wave 0 kill criteria

Wave 0 is 240 recipients. Judge it at day 26, once all five stages have landed. Reading it earlier reads a partial sequence.

Go to wave 1 if all of these hold. Hard bounces under 2%. Unsubscribes under 1.5%. Spam complaints under 0.1% in Postmaster Tools. Opens above 30%. And at least 2 activations, or 4 genuine replies.

Stop and rethink if any of these. Opens below 25%, which is a deliverability or subject-line failure and you need to know which before resending anything. Unsubscribes above 2.5%. Complaints above 0.3%. Or zero activations together with fewer than 2 replies.

The one that looks like failure and is not. Zero activations with 3 or more real replies is a landing-page problem, not a list problem. Fix the page and re-run on 240 fresh names rather than burning wave 1.

What to expect if it is working. Wave 0: opens 35 to 45%, clicks 2 to 4%, 2 to 5 activations. Across the full 1,514: 15 to 30 agents activate. Roughly half of those ever send a client, at 2 to 4 inspections each per year. First booked inspection lands 3 to 8 weeks after wave 0 starts, because an agent activates and then waits for a pool listing. Deliverability is readable in 5 days, engagement in about 3 weeks.

Do not change the copy mid-wave. The activation rate is the one number wave 0 buys you, and editing partway through spends it.

Controls

These are the live numbers the sender reads before every batch. A change here takes effect on the next run; nothing already sent is affected. Everyone on the list receives all five emails in order. Anyone who replies, signs up, unsubscribes or bounces stops receiving them straight away.

Where the mail is landing
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Send yourself a copy of the campaign at each provider, open it, and record where it landed. Re-checking on the same day corrects the earlier entry rather than adding a second one.

Who is in range
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Where people fall off
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Which subject line is winning
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Day by day
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People
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