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Vital | Create a pool

Are you looking to add a new pool record to the Vital platform? Creating a new record is simple and straightforward. In this article, we'll show you step-by-step how to add a new pool record to the platform.


Here's a brief overview of the process:

  1. Log in to the platform
  2. Navigate to the Pools tab
  3. Click the 'New pool' button
  4. Enter the pool's details, including address and contact information
  5. Save the record


If you prefer detailed written instruction, we've got you covered. Click the PDF icon to download the step-by-step instructions.  


Tip:

When creating a pool in Vital, the name field serves as a way to differentiate between pools at the same site. This is particularly useful for commercial sites with multiple assets located in different levels or areas. By giving each pool a unique name, you can easily identify and manage them in the platform. So, make sure to use clear and specific names when creating your pools.



Note:

When creating a Mineral pool, be sure to add a second sanitizer to indicate the recommended default product for salt.



To make things even easier, we've created a video tutorial that walks you through the process. For optimal viewing, we recommend clicking on the full-screen icon 


7 STEPS

1. Welcome to the tutorial on how to Add Pool record in Pooltrackr

Step 1 image

2. The first step is to open Pool | List and click New pool

Step 2 image

3. Click Search address and start typing the pool address.

If the record is added from the contact, the address will pre-populated if an address has been specified for the contact.

Step 3 image

4. Select if the Record is Pool, Spa or Swim Spa.

Step 4 image

5. Scroll down and enter the pool volume, surface type and sanitiser

Step 5 image

6. Scroll up and click Create

Step 6 image

7. That's it. You're done.

Thank you for your time.

Step 7 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2157653/Pooltrackr---Create-pool-from-pools-list



 Next step 

Go Live




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