Welcome to Upbuoy &
Account Setup
Create your account and configure your company's core information. This is a crucial first step, as the details you enter here will appear on your invoices, quotes, and customer communications.
Duration
15 minutes
Category
Getting Started
Part 1: What is Upbuoy?
Welcome to the Upbuoy family! We're thrilled to have you.
Upbuoy is a complete software solution designed to help pool service professionals streamline their operations, get paid faster, and grow their business. We're here to help you move away from messy spreadsheets and disorganized paperwork.
With Upbuoy, you can:
Organize everything in one place: customers, service locations, routes, and billing.
Save time and fuel with intelligent route optimization.
Look professional with standardized quotes, invoices, and service reports.
Get paid faster by accepting online payments and setting up automatic billing.
Let's get your business set up for success.
Part 2: Creating Your Account
First, let's create your Upbuoy account. This process is quick and simple.
1. Navigate to the Sign-Up Page
Go to the Upbuoy sign-up page.
2. Choose Your Sign-Up Method
You have two options:
A) Email & Password (Recommended for most businesses):
First Name & Last Name: Enter your full name.
Email Address: This will be your primary login and where you'll receive important account notifications.
Password: Create a secure password.
Pro Tip: Use a combination of upper and lower-case letters, numbers, and symbols for a strong password.
B) Continue with Google:
This is a quick and secure way to sign up using your existing Google account.
Click the "Continue with Google" button and follow the prompts to authorize Upbuoy.
3. Click "Create Account"
Once you've filled out the form, click the "Create Account" button.
4. Confirm Your Email
After signing up with an email and password, you'll receive a confirmation email. Click the link inside to verify your email address and activate your account. This is an important security step.
After signing up, you'll be guided through a brief onboarding wizard. The first step will ask for your company name. The next module will cover the rest of the wizard, but for now, let's focus on the full company setup.
Part 3: Setting Up Your Company Profile & Branding
Your company information is used across the app, from the return address on invoices to the branding on customer communications. It's important to get this right.
Navigate to General Settings
In the sidebar, click on Settings.
From the settings menu, select General.
Fill in Your Company Information
Company Name
Enter your official business name. This will appear on all customer-facing documents.
Contact Details
Fill in your company's primary Phone, Email, and Website. This information helps customers get in touch with you.
Primary Address
This is your main business address (e.g., your office or warehouse). It's used as the starting point for route optimization and as the return address on invoices.
As you start typing your Street Address, our Google Maps integration will suggest verified addresses. Selecting a suggestion will automatically fill in the City, State, and Zip fields for you.
Company Logo
Click "Upload Logo" to add your company's logo.
This logo will appear on quotes, invoices, and the customer portal, providing a professional, branded experience for your customers.
Pro Tip: For best results, use a square image (e.g., 300x300 pixels) in JPG, PNG, or SVG format.
Configure Global Settings & Defaults
Default Time Zone
Set this to your local time zone to ensure all schedules, timestamps, and reports are accurate.
Default Currency
Set the currency you use for billing.
Default Measurement Units
Choose between US Imperial (gallons, °F) and Metric (liters, °C). This affects how chemical dosages and readings are displayed.
Default Route Stop Duration
Enter the average time (in minutes) a routine service stop takes. This is used as a default for scheduling and route optimization but can be overridden for specific locations.
Alert Emails
Add the email addresses of office staff or managers who should receive important system alerts (e.g., a technician flags an issue on a route).
Save Your Changes
Once you're happy with your settings, click the "Save General Settings" button at the bottom of the page to apply your changes.
Key Takeaways
Your company profile information is used across Upbuoy to create professional, branded documents.
Uploading a logo is a key step to personalizing the app for your business.
Global defaults for time zone, currency, and stop duration help streamline your operations from day one.
Next Steps
Great job! Your account is created and your company profile is set up. Now you're ready for the next step.
Ready to continue?
Proceed to Module 2: Adding Your First Technician