Español

App guides

I’m an operator

  1. Set up the business
  2. Connect your team
  3. Add customers and service
  4. Set up monthly billing

I’m a technician

  1. Join your company
  2. Prepare for the day
  3. Complete a service visit
  4. Resolve pending uploads

Getting started

Everyone

Manage access to your Dip account

Sign in, reset your password, change your details, or log out.

5 task sections → Operator

Get ready for your first service day

Create your operator account, add a customer, and put the first visit on the schedule.

2 task sections → Technician

Join your company as a technician

Create your login and ask your manager to connect it to the company.

4 steps →

Customers

Operator

Add a new customer

Add a customer, their pool, and their regular service.

5 steps → Operator

Edit customer details, photos, and app access

Change a customer’s contacts, property details, photos, or app access.

5 task sections → Operator

Change recurring service or move one visit

Change the regular service schedule, or move one visit to another day.

2 task sections → Everyone

View past service and work orders

Find past readings, dosages, notes, and work orders.

2 task sections →

Invoices and payments

Operator

Create and send a one-time invoice

Create and send an invoice for a one-time charge.

2 task sections → Operator

Set up and review monthly billing

Set the billing day, check customer fees, and edit upcoming invoices.

3 task sections → Operator

Check invoices and follow up

Find an invoice, check the balance, and send a reminder or archive it.

3 task sections → Operator

Record a payment received outside Dip

Record money you already received outside Dip.

5 steps →

Work orders

Operator

Create and manage a work order

Create a job, get approval when needed, and schedule the work.

4 task sections → Technician

Send a work-order request to your manager

Ask your manager to review and schedule a customer job.

3 steps → Everyone

Complete an assigned work order

Finish an assigned repair or other scheduled job.

2 task sections →

Schedule and routes

Everyone

Prepare for the day and travel to a visit

Check your jobs, access notes, route, and arrival time before you start.

2 task sections → Everyone

Plan a route

Check the map, stop order, start, and end.

2 task sections →

Team reminders

Everyone

Create and manage team reminders

Create a reminder, then complete, move, or reopen it.

2 task sections →

Business and team

Operator

Add or remove a technician

Add technicians to the business or remove them.

2 task sections → Operator

Add or remove invoice inventory items

Save charges you use often for invoices and reports.

2 task sections →

Service visits and reports

Everyone

Complete and submit a pool-service visit

Record the work, check the customer report, and confirm it uploads.

2 task sections → Everyone

Record readings, dosages, and LSI inputs

Enter today’s readings and dosages. Check the current values before using LSI Calculation.

4 task sections → Everyone

Check report uploads and work with a weak connection

Check that reports upload after a service visit.

5 steps →