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Knowledge Base
Technical articles and deeper guides for PoolStamp. ·
42
articles
Getting started
Welcome to PoolStamp
Download the PoolStamp mobile app
Set up your business profile
Connect your Stripe account
Importing customers from another tool
Customers
Add a customer manually
Edit customer details
Customer language preference (EN/ES)
Delete or archive a customer
CSV import — column mapping
Routes & visits
Build your first route plan
Reorder stops on a route
Complete a visit step by step
Recording chemical readings
Adding photos to a visit
Logging repair items
Multi-tech dispatch status
Route optimization
Offline mode
Chemical logging best practices
GPS check-in
Receipts & notifications
The proof-of-service receipt
Customizing branding on receipts
Email notifications — what fires when
SMS visit notifications
Receipt settings
Portal magic-link security
SMS opt-in and consent (carrier compliance)
Payments
Pay-now links on receipts
Refunding a payment
Pricing and what's included
Update your billing card
Managing your billing
QuickBooks
How invoices sync to QuickBooks
Invoice export to QuickBooks Online
Account
Invite a team member
Reset your password
Delete your account
Admin, Owner, Tech roles
Biometric login
Password reset & session revocation
App crash reports (Sentry incident triage)
Knowledge Base · PoolStamp