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PoolOps AI onboarding

Let the app teach the setup path.

PoolOps should not depend on a founder manually explaining everything. This coach turns a pool company's current stack and biggest pain into a safe first workflow, sandbox path, and migration checklist.

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AI setup coach

Tell PoolOps where the company is messy.

The coach turns your stack and pain points into a safe setup path. No live customers, payments, or outbound texts are touched from this screen.

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The coach will produce a safe first path.

1. Pick the first money loop

AI inbox, invoices, route execution, or recurring billing.

2. Sandbox before live

Fake customers and test payments come before real SMS or production imports.

3. Teach by doing

The app should walk owners and techs through the first job, approval, and invoice.

Safety rule: PoolOps can teach and plan here, but live customer sends, payment collection, production imports, and schedule mutations still require authenticated product setup and explicit confirmation.