01
Welcome to Upbuoy & Account Setup
A brief overview of Upbuoy's value. Walks through the initial sign-up process and setting up the company profile and branding.
15 min
Upbuoy University
Learn to master
your business
Comprehensive training modules to help you get the most out of Upbuoy. From initial setup to advanced features, we'll guide you every step of the way.
25
Training Modules
8+
Hours of Content
100%
Free Forever
Getting Started
02
Onboarding - Adding Your First Technician
A guided walkthrough of the second onboarding step, explaining the importance of technicians and how to add the first one.
10 min
03
Onboarding - Adding Your First Customer & Location
A walkthrough of the third onboarding step, showing how to add a customer and their primary service location.
15 min
04
Onboarding - Scheduling Your First Service
Completing the initial onboarding flow by creating the first recurring service schedule for the newly added customer and technician.
12 min
Customer Relationship Management
05
The Customer Dashboard: Your Command Center
A deep dive into the main dashboard, explaining the key cards and metrics, and the operations overview.
18 min
06
Comprehensive Customer Management
Navigating the main customer list, using search and filters, and understanding the customer data presented in the table.
20 min
07
Managing a Customer's Profile & Service Locations
A detailed look at the customer detail page, focusing on managing contact info, billing info, adding/editing multiple service locations.
25 min
08
Managing Pools, Spas, and Equipment
How to add, edit, and manage pools and other water features for a service location, including tracking equipment and chemical types.
22 min
09
Using Customer Photos for Better Service
How to upload, view, and manage customer photos to document equipment, property access, and service history.
15 min
Routes & Scheduling
10
Creating & Managing Route Schedules
Understanding the Route Assignments page. How to create, edit, and delete recurring route schedules for customers.
25 min
11
The Technician Calendar & Daily Route View
Using the Technician Calendar to visualize weekly and monthly schedules. Understanding the daily route dashboard.
20 min
Field Operations & Work Orders
12
Creating and Managing Work Orders
How to create one-off jobs like repairs or installations. Explains the difference between a work order and a recurring route stop.
22 min
13
Completing a Service Stop (For Technicians)
The complete workflow for a technician in the field. This includes recording chemical readings, dosages, completing checklists, and adding notes/photos.
30 min
14
Advanced Work Order Management
Master the full lifecycle of Work Orders, from creation and scheduling to managing specific requirements like parts and custom checklists for complex jobs.
25 min
15
The Shopping List: Parts & Chemicals on the Go
Using the shopping list feature to track items needed for jobs, both for general stock and specific customers.
15 min
Billing & Finance
16
Setting Up Billing & Stripe Connect
Configuring your billing settings, including tax configurations and connecting your Stripe account to accept payments.
25 min
17
Creating & Sending Quotes
The end-to-end process of creating a quote, sending it to a customer, and tracking its status.
20 min
18
Managing Invoices
Creating invoices from scratch or from work orders/quotes. Managing the invoice lifecycle (draft, sent, paid, overdue).
28 min
19
Recording and Tracking Payments
Manually recording payments (cash, check) and tracking online payments made through the customer portal. Managing customer credit balances.
20 min
Communication
Settings & Administration
22
Managing Users and Permissions
Inviting new team members, managing their status, and assigning roles and permissions.
25 min
23
Customizing Service Checklists
How to create and manage the universal service checklist that technicians use in the field.
20 min
24
Configuring Chemical Readings & Dosages
Customizing the list of chemicals and readings available to technicians, including setting up the LSI Calculator.
22 min
25
Understanding Your Reports
An overview of the available reports, including Chemical Dosages, Invoicing, Labor, and Route Sheets, and how to use them to make business decisions.
30 min
Ready to dive in?
Start with Module 1 to set up your account and configure your company profile. Each module builds on the previous one, creating a comprehensive learning path.
Start Module 1