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Setup Guides

  • Download Onboarding Guide

  • Account Administration & Portal Setup

    • Administration & Team Setup
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  • Construction Management & Workflows

    • Construction Setup

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    • Sales Setup

  • Customer Accounts

    • Customer Accounts

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    • Messaging & Notifications

  • Accounting

    • Accounting
    • Creating Custom Draw Schedules
    • Add/Editing Draw Schedules
    • Manufacturers
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    • User Selections
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Sales

  • Adding Sales Leads-Web Portal
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  • Sales Lead Details

  • AI Designs

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    • Viewing AI Designs (Mobile & Web)
    • AI Visualization Analytics

Construction

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Maintenance

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Video Tutorials

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  • Getting Setup

    • Administration and Team Setup
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  • Sales

    • How To Generate an AI Visualization-Mobile
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  • Construction

    • Creating Project Filters
    • Managing Phases and Scheduling
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  • Dashboard

    • Setting up your Dashboard

  • Settings

    • Work Order Categories
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  • Templates and Phases

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  • Accounting

    • Tax Authorities
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  • Custom Templates

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  • Contacts

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  • Administration

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Contacts

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Settings

  • Work Order Categories
  • Project Types
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  • Work Order Sources
  • Maintenance Types
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Templates and Phases

  • Task Templates and Tasks
  • Warranty Phases and Templates

Accounting

  • Change Orders
  • Items (Products)
  • Expenses
  • Accounting>Billing

Administration

  • Message Queue
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  • Tenant Settings
  • Billing: Managing Payment Methods, Subscriptions and Invoices
  • Integrations
  • Design Center: AI Prompt Templates

Top Bar

  • Getting Around: The Top Bar

Featured Articles

Popular Articles
  • Download Onboarding Guide
  • Administration & Team Setup
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Newest Articles
  • Time
  • Getting Around: The Top Bar
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Recently Updated Articles
  • Messaging & Notifications
  • Messaging and Notifications
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  • Getting Around: The Top Bar
  • Accounting>Billing

Frequently Asked Questions

How do I get in touch with support?

If you have any questions or need assistance navigating the portal, please don’t hesitate to reach out to us at support@poolbuildergeek.com or by phone at (855) 713-1500, option 1.

You can also book at training session by going here:
Book a Training Session Here

How do I book a training session?

Book a Training Session Here

How do I reset my password?
  1. Go to the Reset Page:
    Click the link below or copy and paste it into your web browser:
    https://portal.poolbuildergeek.com/forgot-password
  2. Enter your Username
  3. You will receive an automated email with a verification code and link to set a new password.
What are the Roles and Permissions for Pool Builder Geek Users?

The roles and permissions matrix can be downloaded here:
Pool Builder Geek – Web Portal & Mobile App Role Permissions

 

How do I get the Pool Builder Geek Mobile App?

Download the Pool Builder Geek Mobile App

The mobile app is also called Pool Builder Geek and is available in both the Apple App Store and Google Play Store.
Use the direct links below to download the app for your device:

iOS (Apple App Store)

Android (Google Play Store)

Pool Builder Geek combining years of pool industry expertise with cutting-edge technology.

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