Getting started

Overview Signing in Dashboard

The Operate assistant Agents MCP Server

Routes Service Visits Service Visit Assists Work Orders Recurring Work Orders Service Plans Checklists Messages Technicians

Pipeline Customers Proposals Broadcasts Reviews Bulk Import Customers Single Import a Customer Approval reminders

Invoices Payments Payment Plans Setting up billing Sales tax

Products Inventory

Settings overview General Branding Business Social & Web Review Systems Accounting Payments Pipeline Lead Intake Team Advanced Notifications

Customer Portal

Portal Overview Health Work Orders History Messages Billing Account

Mobile App Overview Installing Mobile App Sign In The Route Tab Voice Control The Inventory Tab The History Tab The Profile Tab PoolIQ

All Collections

Sales

Pipeline

Customers

Proposals

Broadcasts

Reviews

Bulk Import Customers

Single Import a Customer

Approval reminders