Schedule & dispatch
Organize visits, assign work and respond to changes in the day.
POOLDOCAI OFFICE MANAGEMENT
Built · now undergoing reliability testing
Run your pool business.
Not around your software.
A practical management suite for the real day-to-day work of a pool service business: office planning, technician coordination, customers and follow-through.
The software has been developed and is being tested before wider availability. We’re prioritizing dependable operation over rushing a public release.
THE DAILY WORK, IN ONE PLACE
Purpose-built for pool teams.
Bring the information your team needs together without making your business adapt to generic field-service software.
Routing & service stops
Plan technician routes and keep stop information together.
Customer records
Keep service history, customer details and job context organized.
Technician workflows
Give field staff the work details, notes and follow-up information they need.
Billing follow-through
Connect completed work with practical billing and office processes.
Company configuration
Configure the system around your business, not someone else’s template.
Features, deployment requirements and support terms will be confirmed at release. Current testing is focused on reliability, recovery and day-to-day workflows.
LOCAL-FIRST BY DESIGN
Your server. Your data. Your call.
Office Management is not designed around a required shared PoolDocAI-hosted company database.
What local hosting actually means
Local-first does not mean every feature works without internet access. Remote users, external maps, downloads, updates, and optional integrations may need outside connectivity. Onsite availability depends on your server, power, local network and system health; redundancy and backups still matter. No service can promise zero downtime.
COMMON QUESTIONS
Clear answers about where it runs.
Does Office Management require PoolDocAI cloud hosting?
No shared central PoolDocAI SaaS database is required for the locally installed option. The software and core operational records can run on the company's configured office server. Certain integrations, downloads, remote connections and external resources can still use third-party online services.
Can our office work when a central cloud software provider is down?
Local hosting removes dependence on a central SaaS application server for supported onsite workflows. That does not eliminate downtime: the local server, power, network and software must remain healthy. An internet outage can affect remote access, maps and connected services, and each deployment should be tested for its own continuity needs.
What if we don't want a server at our office?
Off-site hosting is also available as an option. Its data location, access policies, backups, reliability obligations and service terms should be confirmed for that specific arrangement.
WHERE IT STANDS TODAY
Developed. Being put through its paces.
The Office Management suite has progressed beyond the idea stage. The software is developed, and testing is underway to establish reliable daily operation, configuration and recovery before businesses rely on it.
Public access is not yet open. Join the waitlist for release and testing updates.
Get Office updates