Time
Time & Attendance Overview Time & Attendance is where your crew clocks in and out, and where managers see who’s on site and review timesheets, schedules and time off. You’ll find it in Pool Builder Geek under Construction → Time. The module has six tabs: Tab What it’s for Clock Clock in and out, take […]
Getting Around: The Top Bar
Overview The dark bar across the top of every Pool Builder Geek page holds the tools you’ll use no matter where you are. From left to right: Item What it does Search… Finds projects, leads, accounts, work orders, invoices and change orders Channels Opens team chat; the purple badge counts unread messages Speech bubble Opens […]
Accounting>Billing
Billing: Invoices, Accounts Receivable, Payments, Subscriptions and Recurring Billing Overview The Billing page under Accounting is where you bill your customers and track what they owe. It has five tabs: How to get there Invoices tab: reading the list Column What it shows Invoice # The invoice number; click it to open the invoice Customer […]
Design Center: AI Prompt Templates
Design Center: AI Prompt Templates and Presentation Templates Overview The Design Center tab controls the AI-generated designs you create for customers and how those designs are presented to them. It has two sections: How to get there AI Prompt Templates Each tile is a design template your organization can be linked to. A highlighted tile […]
Integrations
Integrations: Connecting QuickBooks Online and Stripe Payments Overview The Integrations tab connects Pool Builder Geek to the outside services your business runs on. It has two sections: How to get there QuickBooks Online Connecting QuickBooks Online lets you map accounts and sync customers, items, invoices, payments and payables between Pool Builder Geek and your books. […]
Billing: Managing Payment Methods, Subscriptions and Invoices
Overview The Billing tab is where you manage how your organization pays for Pool Builder Geek. It has three sections: How to get there Accounts on File Each card or bank account appears as a tile showing its last four digits, expiration date (cards) and an Autopay toggle. Your default payment method has a Default […]
Tenant Settings
Tenant Settings: Configuring Your Organization Overview Tenant Settings is where you control how Pool Builder Geek behaves across your whole organization: invoicing defaults, which product areas are turned on, maintenance scheduling, project behavior and time tracking. Changes here apply to every user and project in your company, so they are usually managed by an administrator. […]
AI Audit
How to View AI Credit Usage (AI Audit) in Pool Builder Geek Overview The AI Audit shows every time your company used AI credits in Pool Builder Geek, such as editing an image with the AI design tool, along with how many credits you have left. Use it to see when credits were used, what […]
Expenses
How to Set Up Expense Categories and Add Expenses in Pool Builder Geek Overview The Expenses page tracks money your company spends, such as mileage, crew lunches, employee reimbursements and subcontractor bills. You can tie each expense to a project. Expense categories group your expenses, for example Mileage or Employee Expense, so they’re easy to […]
Message Queue
How to View the Message Queue in Pool Builder Geek Overview The message queue shows every email, SMS and push notification Pool Builder Geek sends, such as “mentioned you” alerts or work order updates. Use it to check whether a message was delivered, and to retry or cancel one. Watch the walkthrough Where to find […]