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Setting Up Technicians
Setting Up Technicians

How to add technicians and give them access to Pool Brain app

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Written by Support
Updated over a week ago

Setting up your technicians to use Pool Brain is a simple process

STEP 1 - Create a technician in Pool Brain web dashboard

STEP 2 - Download Pool Brain mobile app

STEP 3 - Open app and enter technician's phone #

That's it. The app/device is now linked to the technician's profile and they won't ever need any login information to use it.

Detailed walkthrough:

  • Click "Technicians" from left hand menu and click "Add Technician" in upper right corner of the technicians section

  • Enter the name, phone number and email for the tech. You can also add a picture if you'd like. Click "Add Tech" button when done to create the new technician.

The phone number entered should always be the technician's personal phone number, even if you are providing them a company phone. The phone number is simply a unique identifier that the tech can easily remember and has no other purpose. The actual number of the phone being used does not matter at all for this and if you use a number for one technician, you can't use the same number for a different one since it needs to be unique.

  • Clicking "Edit", will allow you to change the information and also see whether or not an app has been linked to this technician

  • Have the technician download the Pool Brain app from either the Apple or Android app stores, open the app and enter their phone # when prompted (they will only need to do this once)

  • The phone number they need to enter is the same phone number in their technician profile info as shown below

pool company software - showing technician phone number field

After the phone number is entered in the app, it will automatically link which you can see here:

pool company software - Showing app is linked

Because of this MEID (mobile equipment identifier) link, your pool service tech will never have to worry about a username or password, their info can't be used or accessed by anyone else and they can always use the app offline without having to "login" with a signal if they get kicked out.

On first use, the app will automatically sync your customer data and settings which could take up to 5 minutes depending on database size and only needs to happen once. Please leave the app open with the phone unlocked until this initial sync completes.

Jobs will appear in app once they have been added in the web dashboard, but the tech can start using Pool Brain immediately. They can tap the search bar at bottom of screen which will pull up the address they are standing at automatically or allow them to search for it manually.

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