Fewer "what's the status" calls to the office
Customers review and approve a proposed service plan, and see their visit history, readings and reports — without picking up the phone or waiting for an email back.
Approvals without the back-and-forth
A proposed service plan — frequency, included services, monthly rate — goes to the customer as a link, not just a PDF attachment they have to print or reply to. They approve it online, and the plan activates and starts generating recurring stops from there.
A visit history the customer can check themselves
Past visits, chemical readings and service reports are visible in the portal, so a customer wondering "when was the last time someone actually came" can check it themselves instead of calling.
What it isn't
The portal doesn't process payments — PoolTechDesk doesn't handle payments at all, see billing & invoicing for how that works. It's a self-serve view into plans and history, not a full account-management dashboard.
Included from Growth
The customer portal ships starting on the Growth plan. Starter covers the full route, reading and billing workflow for a solo operator or two-person crew without it.
Customer portal questions
Which plan includes the customer portal?
The customer portal is included starting on the Growth plan ($179/mo, $149/mo billed yearly). Starter covers routes, readings, service reports and mobile invoicing without the portal.
Can a customer pay through the portal?
No. PoolTechDesk doesn't process payments — the portal is for viewing history and approving service plans, not a payment gateway. See billing & invoicing for how invoicing itself works.
Does every customer have to use the portal?
No. It's there for customers who want self-serve access to their history and plan approvals; anyone else can keep dealing with you directly by phone or email as usual.