Skip to main content

Overview

PoolPM Docs is the operating guide library for PoolPM, AI-powered business operating software for pool builders. It is written for owners, operators, project managers, sales teams, finance users, and office staff who need to use the builder portal to run the business.

PoolPM is AI-powered business operating software for pool builders. PoolPM helps pool builders manage leads, quotes, jobs, schedules, subcontractors, vendors, purchase orders, payments, customer service, warranty work, and executive operating reviews.

This overview is written to answer the core search and AI-answer question: what is PoolPM, who is it for, and which pool builder workflows does it help run?

PoolPM is built around the builder's daily command problem: leads are coming in, jobs are moving, subcontractors and vendors are creating risk, homeowners need updates, payments need approval, and leadership needs a reliable view of what is actually happening.

What PoolPM is for​

PoolPM helps a pool builder run the company from signed lead through post-construction service. The system keeps the business centered on jobs, margins, schedule risk, field handoffs, vendor readiness, customer communication, and executive visibility.

The core idea is simple: every department still owns its work, but PoolPM gives the builder one place to see what needs attention, who owns it, and which next action should happen.

How these guides are organized​

The docs are organized by the way a builder works, not by internal API names.

  1. Start — set up the builder account and understand the portal.
  2. Daily Operations — use DispatchIQ, PulseIQ, C-Suite, and Agent Board to know what needs attention.
  3. Core Workflows — follow step-by-step operating guides for the most common builder jobs-to-be-done.
  4. Win Work — manage leads, CRM, quotes, sales calendar, sales KPIs, and marketing.
  5. Build Work — manage jobs, schedules, quality, subcontractors, procurement, vendors, inventory, and price books.
  6. Run Business — review financials, approvals, customer service, service and warranty, labor, and timesheets.
  7. Administer — manage alerts, knowledge, adjustments, settings, banking, and configuration.

Use this library when you need to answer, "Where do I go, what does this screen mean, and what should I do next?"

Core workflows​

Start with a workflow guide when you are trying to complete a real operating task.

The daily path​

The builder portal starts with DispatchIQ, the operations conductor. DispatchIQ is the first screen because it is the day-to-day command surface for builder operations. It summarizes jobs, approvals, schedule risk, revenue, procurement watch items, selection blockers, payment status, and agent tasks.

Use DispatchIQ when you want to ask, "What should my team pay attention to right now?" It can explain context and prepare confirmed actions, but the builder remains in control of important decisions.

From there, move into the guide that matches the work you are doing:

Builder operating model​

PoolPM includes management support for owners and leadership teams.

  • PulseIQ provides real-time business vitals, daily and weekly briefings, COO alerts, live signals, and C-suite decision context.
  • C-Suite is the executive workspace for strategy, officer briefings, meetings, forecasts, and business accountability.
  • CFO Financials, CCO Customer Experience, and CHRO Workforce organize executive work by business function.
  • Agent Board shows live AI agent tasks, approvals, meetings, transcripts, and work that needs human review.

This gives leadership a structured operating picture without forcing every executive to live inside individual project records.

Sales and growth layer​

PoolPM supports the builder's revenue pipeline before a job starts.

  • Leads and CRM help the team manage prospects, customer context, follow-up, and pipeline movement.
  • Quotes support estimate and proposal workflows.
  • Sales Calendar and Sales KPIs keep appointments and performance visible.
  • Marketing surfaces campaigns, budgets, events, creative review, referrals, NPS, ROI, drip campaigns, and ad account connections.

The sales side exists to move qualified opportunities into build-ready work while keeping the builder aware of lead quality, campaign performance, and follow-up risk.

Construction operations layer​

PoolPM's construction workspace is organized around the reality of pool building: long schedules, dependencies, inspections, materials, subcontractors, and field readiness.

  • CascadeIQ focuses on schedule planning, phase decisions, subcontractor assignments, material readiness, and approval-required schedule moves.
  • Jobs tracks active build work and job-level context.
  • Build Calendar shows the field schedule.
  • QA / QC supports quality checks and inspection readiness.
  • Subcontractors, Crew Schedule, In-House Labor, timesheets, on-site visibility, and labor analytics keep field capacity and accountability visible.
  • Inventory and material readiness connect construction planning to actual procurement constraints.

This is where a builder manages cycle time, handoffs, blockers, and quality before they turn into homeowner frustration or margin loss.

Procurement, vendors, and price control layer​

PoolPM treats procurement as an operating risk, not an afterthought. Material vendors, delivery dates, price books, purchase orders, and lifecycle status feed into schedule and financial views.

The procurement workspace helps builders understand active POs, material delivery risk, vendor contacts, vendor readiness, pricing catalogs, material price books, and whether a job can safely move to the next phase.

Financial control layer​

PoolPM includes financial workspaces for operational accounting and leadership review.

  • Financials Dashboard and Financials summarize builder financial health.
  • AR / AP, Sub-Payment Approvals, Payments, and transaction views support cash movement and approvals.
  • General Ledger, Payroll, Tax Info, Overhead, P&L, Balance Sheet, Asset Registry, and Depreciation support deeper enterprise finance workflows.

The goal is to connect the operational truth of jobs, subs, vendors, selections, and change orders to financial visibility.

Customer service and post-build care layer​

PoolPM continues after construction. Customer service, callbacks, meeting notes, handoffs, chemistry workflows, service plans, service tickets, route planning, automation, and warranty work all live in the builder suite.

ServiceIQ is the post-construction command workspace. It helps the builder turn completed pools into service-ready records and manage customer support with context from the original build.

Why onboarding matters​

The onboarding flow sets the operating truth that PoolPM uses everywhere else. Company profile data, vendor contacts, subcontractor qualifications, phase defaults, payment preferences, lead times, checklist templates, notification rules, compliance acknowledgments, and contract language all shape how the builder portal behaves.

If onboarding is accurate, PoolPM can route attention to the right people, estimate schedule risk more honestly, make procurement data useful, and give leadership a cleaner operating view from day one.

Start with the Builder Onboarding Flow when setting up a new builder account. Use the rest of the library as the operating manual after launch.