AI & Automation
AI Briefing
A plain-language executive summary of your operation: today's priorities, risks and what changed, generated automatically.
Where to access
Open AI Briefing from Reports.
AI briefings, search, drafting and smart suggestions.
A plain-language executive summary of your operation: today's priorities, risks and what changed, generated automatically.
Open AI Briefing from Reports.
Ask questions about your operation in plain language and get direct answers, without building reports or filters.
Open AI Search from Reports.
Draft customer messages and survey replies in the right tone in seconds, then review and send.
Available where you compose messages and respond to satisfaction feedback.
Guidance that helps standardize service: dosage suggestions from readings and automatic detection of water-quality problems.
Suggestions appear in the field workflow and quality alerts appear in the office.
Poolly is the built-in AI assistant available across the Admin panel, the Pool Tech app and the Client Portal. Ask a question in plain language and Poolly answers using your real, live data.
Open Poolly from the floating chat button in the bottom corner of the Admin panel, the Tech app and the Client Portal.
In the Admin panel Poolly answers operational and financial questions across the whole company and links you straight to the right screen.
Open Poolly from the floating chat button in the Admin panel.
In the Pool Tech app Poolly answers questions about your own route and clients, scoped to you, so you get answers without digging through screens.
Open Poolly from the assistant button in the Tech app.
In the Client Portal Poolly answers questions about your own account, pool and service, in your language.
Open Poolly from the chat button in the Client Portal.
Administrators control how Poolly behaves: which data tools each role can use, default language, model, persona and safety options.
Open Settings, then the AI tab, and the AI Assistant (Poolly) section.
AI reviews service photos and automatically flags green or algae-affected pools so the office can react quickly.
Detection runs on photos taken during a service; flagged pools appear in Green Pool Alerts under Reports.
Photograph a chemical test strip on the service form and AI reads the pad colors into chemistry values for you.
On the Service Form, in the chemistry section, when the test-strip reader is enabled.
Speak instead of typing: dictate to Poolly and record voice notes on the service form, with automatic transcription.
The microphone in the Poolly chat and the voice-note button on the Service Form.
Translate service notes between Portuguese and English, and clean up grammar and clarity without changing the meaning.
On the Service Form notes, and on assistant replies (translate to Portuguese).
AI gives quick advisory observations on the "before" service photo to help the technician notice issues early.
On the Service Form when capturing the before photo (when enabled).
When creating an issue, AI suggests a severity (Minor, Major or Critical) to keep triage consistent.
When creating or editing an issue from a visit or the Issues Center.
Photograph a supplier receipt and AI extracts the purchase details so you do not have to type them.
Where supplier purchases are recorded (vendor/supplier workflow).
AI writes a short trends paragraph from a customer's recent service history so you grasp the situation at a glance.
On the client record / history view.