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Product DocsPoolTracker / Preseason

PoolTracker / Preseason

PoolTracker is SCMG’s preseason summerization and service management platform. It belongs in its own product section because it has a different operating model from the Inspection App: grid-based seasonal opening work, route-based daily service management, technician mobile workflows, customer service reports, GPS dispatch, and Supabase-backed operations.

The source project lives at /data/projects/preseason. It is a Next.js application backed by Supabase, Salesforce read-only sync, Google routing/geocoding, InTouch GPS, Vercel, and mobile-first field workflows.

Product boundaries

Modules

ModulePrimary usersWhat it covers
Preseason BoardRegional managers, supervisors, crewsSeasonal opening board, task cell states, prerequisites, scheduling, route sheets, ready-to-open status, customer progress reporting
Service ManagementSouth/Houston supervisors, dispatch, techniciansRecurring routes, daily schedules, mobile visits, chemicals, photos, dispatch map, service reports, token-gated customer portal
Salesforce SyncAdmins and operatorsRead-only account/contract roster sync, duplicate handling, data quality validation, Field Survey integration
Field AppTechnicians and supervisorsToday’s stops, weekly outlook, visit workflow, photos, route map, role-aware mobile access

How this section should grow

PoolTracker should be documented as a separate product, not as a subsection of the Inspection App. The next pages to add are:

  • preseason-board for the NNJ summerization board workflow;
  • service-management for route planning, field visits, and service reports;
  • salesforce-sync for preview/apply behavior, duplicates, and data-quality gates;
  • field-app for technician mobile usage;
  • admin-settings for regional setup, templates, GPS devices, and user roles.

Shared concepts

Some PoolTracker material should stay global. Deployment rules belong in Deployments, cross-product role language belongs in Roles and Permissions, and terms like Account, Opportunity, Route, Facility, and Service Report belong in Glossary.

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