Pool Care Genie

Developer Contract

PCG_Developer_Contract.docx

Rev Share Model

PCG_RevShare_Model.xlsx

Brand Style Guide

PCG Brand Guide PDF

PCG Drive Folder ↗

Developer Pitch

PCG_Developer_Pitch.docx

API Keys

PCG Developer API Keys

Open API Keys Folder ↗

Revenue Pulse Live via Stripe

MRR

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Monthly recurring

Active Subs

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Paying customers

Tier Breakdown

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T1 / T2 / T3

30-Day Revenue

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Charges succeeded

Full financial detail — including charge history, subscriber list, and QuickBooks books — is in Finance Hub. Contact your admin if you don't see the Finance Hub in your nav.

💰 Pricing Tiers

Module 1 · Pool Genie

FREE

Residential homeowners. Revenue via affiliate links + add-ons. High volume play.

Module 2 · Pool Guard

$50 / mo / property

Commercial PMs. Scales with portfolio. Compliance risk = strong selling point.

Module 3 · Pool Route

$99 · $179 · $299+

Basic (≤80 pools) · Pro (unlimited) · Enterprise (white-label). Annual discount available.

📊 Module 3 Tier Detail

Tier	Price	Pool Limit	Key Features	Pro Marketplace	Target
Basic	$99/mo	Up to 80 pools	Route mgmt, Genie dosing, customer portal	— Not included	Solo Sam — solo operators
Pro	$179/mo	Unlimited	All Basic + multi-tech, advanced reporting, API	✅ Listed in homeowner search by ZIP + range	Route Rick — multi-truck operators
Enterprise	$299+/mo	Unlimited	All Pro + full white-label, custom domain, branded app	✅ Listed first + website link shown to homeowners	Large operators, franchises, supply chains

🎯 Target Personas

😥 Overwhelmed Emma

Module 1 · Homeowner

Residential homeowner. Pool is an asset but chemical math is overwhelming. Wants simple answers. FREE tier — convert via affiliate & add-ons.

📋 Compliance Claire

Module 2 · Commercial PM

Manages hotels, HOAs, gyms. Lives in fear of health inspection failure. Needs documentation, logs, CPO compliance. $50/mo/property.

🚛 Route-Obsessed Rick

Module 3 · Multi-Truck

Runs 3–10 trucks, 200–800 pools. Needs route efficiency, tech accountability, consolidated reporting. Pro or Enterprise tier.

🧴 Solo Sam

Module 3 · Solo Operator

One truck, 40–80 pools. Competing with bigger companies. Wants to look professional and deliver faster. Basic tier — $99/mo is easy ROI.

🗣️ One-Line Pitches

Module	Pitch
M1	“Stop guessing with your pool chemicals — Genie tells you exactly what to add and how much.”
M2	“Never fail a health inspection again — Pool Guard keeps every pool CPO-compliant automatically.”
M3 Solo	“Run your route like a pro operation for $99 a month — automated dosing, customer updates, and real-time logs.”
M3 Multi	“Scale your pool route without scaling your headaches — Pool Route manages your whole fleet from one dashboard.”
M3 Upgrade	“Tier 1 runs your route. Tier 2 fills it — homeowners in your ZIP who are ready to hire a pro come straight to you.”
M3 Enterprise	“Upgrade to Enterprise and your website shows up every time a homeowner searches your area — it's built-in lead gen.”
Enterprise	“White-label pool management software — launch your own branded platform powered by Pool Care Genie.”

💬 Common Objections

Pool Route replaces spreadsheets AND adds what they can't: AI-generated CPO-compliant dosing, real-time route tracking, and automatic customer service records. Most customers recover the $99/mo in their first week of saved admin time.

Genie's recommendations are built on the CPO Handbook — the same standard used by every licensed pool professional. It's the industry standard in AI form. We recommend confirming any dosage with a test strip on first use.

$99/mo on 40 pools is $2.47 per pool. If Genie saves 15 minutes per stop from manual logging and chemical math, that's 10 hours/month recaptured. At $30/hr labor cost that's $300/mo in value. The math makes itself.

Tier 2 unlocks the Pro Marketplace — when homeowners in your ZIP use Pool Genie and get overwhelmed, they hit a “Find a Pro” button. Tier 2 and Tier 3 operators show up in that search. Tier 1 does not. One new client from that channel pays for 3–4 months of the price difference. No other pool software sends you leads from a homeowner app.

Skimmer and Jobber are ops tools — they help you run what you already have. PCG is the only platform that works both sides: it serves the homeowners who need a pro AND the pros who serve them. The Pro Marketplace is built into the product — no ads, no third-party lead service, no extra cost. Your next customer is already using Pool Genie.

🏢 Enterprise & White-Label

White-Label Target

Pool Supply Chains & Equipment Makers

Custom domain, branded app, reseller margins. Ideal acquisition/partnership target.

Acquisition Strategy

Build → Prove → Exit

Demonstrate active route users + recurring MRR, then position for acquisition by a pool industry player.

Day 1 — Sales Orientation

Welcome to the Sales Team.

Your mission is to help pool service operators see why PCG is the last software they will ever need. Know your product, know your personas, and know your pitch before your first call.

Day 1 Checklist — Complete in Order

1

Sign in to The Lamp

Use your @poolcaregenie.com Google Workspace account. If you can read this, you are already done.

Done

2

Explore the Sales Hub

Walk through every tab — Pricing, Personas, Pitches, Objections, Enterprise. Know what is available before your first call.

3

Study the PCG Personas

Know Emma, Claire, Rick, and Sam before your first call. Pain points, motivations, and how to tailor your pitch to each.

4

Study the top objections and responses

64% of pool pros already use software. Handle the top 8 objections with confidence using PCG's differentiation story.

5

Set up your company email signature

Your @poolcaregenie.com email is your professional identity. Set up a signature with your name, title, and company name.

6

Email Jay — Day 1 complete

Introduce yourself, share your first impression of the product, and ask your first question.

Email Jay →

Day 1 Progress

0 / 6 complete

Communication

Primary: Email

jaymcaloon@poolcaregenie.com — questions, blockers, pipeline updates. Respond within 24 hours.

Pipeline Updates

Send a short written summary when you close a deal or hit a milestone — what happened, what is next.

Blocked? Say So

Do not sit on a blocker more than a day. Email Jay with what you tried and what you need.

Know the Product

You cannot sell what you do not understand. Use Corporate Genie to answer your own product questions first.

📁 Resources — Google Drive

PCG Drive Folder

All PCG Documents

🎨 Color System — Complete Reference

Hex	Name	Use For	Never Use For
#0EA5E9	Pool Blue	Primary brand, buttons, nav, Module 1	Genie AI elements
#0F766E	Teal	Genie AI ONLY — all AI-branded UI	Any non-Genie element
#10B981	Success Green	Confirmations, Module 2, CPO compliance	Errors or warnings
#F97316	Bright Orange	CTAs, energy, Module 3 identity	Body text, backgrounds
#F59E0B	Warning Amber	Attention, pending, soft alerts	Positive confirmations
#EF4444	Error Red	Errors, critical alerts only	Branding or decoration
#0B1220	Deep Navy	Dark surfaces, sidebar, footer	Body text on white

🏊 Module Brand Identities

Module 1

Pool Genie

Color: Pool Blue #0EA5E9
Tone: Friendly, simple, reassuring.
“Your pool, handled.”
Audience: Overwhelmed Emma

Module 2

Pool Guard Compliance

Color: Success Green #10B981
Tone: Authoritative, trustworthy.
“Inspection-ready, always.”
Audience: Compliance Claire

Module 3

Pool Route

Color: Bright Orange #F97316
Tone: Energetic, efficiency-driven.
“Run more pools. Stress less.”
Audience: Rick + Sam

📢 Brand Voice

✅ We Sound Like

Knowledgeable but accessible. Direct, no fluff. Confident without arrogance. Operator-empathetic. Solutions-focused. Clear and specific.

❌ We Don't Sound Like

Corporate jargon or buzzwords. Overly technical chemistry speak. Vague promises. Condescending to DIYers. Fear-based selling (except CPO compliance angle).

🧞 Genie Brand Rules

Teal = Genie. Always.

Teal (#0F766E) is reserved exclusively for all Genie AI touchpoints. This protects the distinction between the platform (Pool Blue) and the AI layer (Teal). No exceptions.

Genie Personality

Helpful and precise, never arrogant. Always frames answers as recommendations. Uses pool professional language for pro modules, plain language for homeowners.

📅 Content Pillars

Pillar	Description	Examples
Education	Teach pool chemistry clearly	“What does Free Chlorine actually mean?”, “pH scale for pool pros”
Operator Life	Content that resonates with route operators	“A day on the route with Pool Route”, efficiency stories
Proof & Trust	CPO compliance, safety, credibility	CPO handbook references, health dept standards, testimonials
AI & Genie	Showcase AI without over-teching it	“Ask Genie” demos, before/after dosing scenarios
Behind the Build	Authentic founder/startup story	Jay's journey, why PCG exists, what's coming next
Pro Marketplace	The only software that works both sides — homeowner AND pro	“Homeowners are searching for you right now — are you showing up?”, “How PCG connects frustrated homeowners with the right pool pro”, tier upgrade stories

🔌 PCG Marketing Plugins

Install these in Cowork via Customize → Plugins. Each runs as a slash command in any conversation. Plugin files live in the For Claude folder.

🚀

Launch Ready

Generate a complete launch asset pack for any PCG module or feature — 5 emails, 10 social posts, 3 ad angles, and a promo brief. Runs in one shot from a short brief.

/launch-ready

📅

Weekly Content

One topic → four channels. Generates a YouTube concept, newsletter, 3 LinkedIn posts, and 4 Instagram posts all aligned to one weekly thread — saved straight to Google Drive.

/weekly-content

📂 Open Content Folder

♻️

Content Flywheel

Turns customer feedback into a never-repeating stream of content ideas. Reads the feedback log, ranks themes by pain & frequency, and generates ideas grounded in real customer language.

/analyze /flywheel /track

⭐

Testimonials → Marketing

Attach a CSV of customer testimonials and get a full content pack — 5 themes, 10 social posts, 3 Meta ad angles, and a case study — all in PCG brand voice.

/testimonials

Day 1 — Marketing Orientation

Welcome to the Marketing Team.

PCG has one visual identity and one voice. Know both before publishing anything. Brand violations in a pre-launch company cost more than you think.

Day 1 Checklist — Complete in Order

1

Sign in to The Lamp

Use your @poolcaregenie.com Google Workspace account. If you can read this, you are already done.

Done

2

Explore the Marketing Hub

Walk through every tab available to you. Understand the tools, resources, and templates that exist before creating anything new.

3

Learn the PCG Brand and Color System

Teal is Genie AI only — no exceptions. Pool Blue is primary. Every color has a specific job. Read this before touching any asset.

4

Review the content pillars

Education, Operator Life, Proof and Trust, Behind the Build. These four pillars drive everything we publish.

5

Set up your company email signature

Your @poolcaregenie.com email is a brand touchpoint. Set up a signature that reflects the PCG professional standard.

6

Email Jay — Day 1 complete

Share your first content idea or brand observation. This is how the creative partnership starts.

Email Jay →

Day 1 Progress

0 / 6 complete

Communication

Primary: Email

jaymcaloon@poolcaregenie.com — ideas, approvals, blockers. Respond within 24 hours.

Content Approval

Nothing goes public without Jay's approval until a formal review process is established.

Brand First

If it does not follow brand standards, it does not go out. When in doubt, check the training or ask.

Operator Voice

Write for pool pros, not for tech people. If a route operator would not say it, we should not write it.

📁 Resources — Google Drive

PCG Drive Folder

All PCG Documents

Customer Billing Lookup Stripe

Customer email address

CS note: This lookup searches Stripe by email. Billing disputes, refund requests, or plan changes must be actioned in Stripe Dashboard or via your Cowork session. You cannot make changes from The Lamp.

🚦 Support Priority Tiers

Priority	Definition	Response Target	Examples
P1 — Critical	Platform down, data loss, billing error	1 hour	App won't load, duplicate charge, account locked
P2 — High	Key feature broken, revenue-blocking	4 hours	Genie not responding, route won't save
P3 — Medium	Non-blocking, UX friction	24 hours	Wrong email, minor display bug
P4 — Low	Feature requests, how-to questions	72 hours	“How do I export?”, typos, suggestions

🧪 Genie Dosing Quick Reference (CPO Standard)

⚠️ Advisory: Always advise customers to verify with test strips before applying chemicals. Genie is CPO-based guidance, not a replacement for professional judgment.

Parameter	Ideal Range	Low Fix	High Fix
Free Chlorine	1.0 – 3.0 ppm	Add chlorine shock or tablets	Allow to dissipate; dechlorinator if urgent
pH	7.2 – 7.6	pH Increaser (sodium carbonate)	pH Decreaser (muriatic acid or sodium bisulfate)
Total Alkalinity	80 – 120 ppm	Baking soda (sodium bicarbonate)	Muriatic acid; multiple small doses
Cyanuric Acid	30 – 50 ppm	Stabilizer (cyanuric acid granules)	Partial drain and refill only
Calcium Hardness	200 – 400 ppm	Calcium chloride	Partial drain/refill + sequestrant

💬 Common Scenarios

Validate that the customer's input readings were accurate. Ask them to re-test with a fresh strip or digital tester. Genie uses CPO standards, so if readings were correct, the dose is correct. Advise dosing in 25% increments.

Ask if they tapped Save before closing. Check internet connectivity — Bubble.io requires online access. If recurring, escalate as P2 with user ID and route date/time.

Treat as P1. Collect transaction IDs, amount, and dates. Do NOT attempt refunds independently. Escalate to Admin/Founder immediately. Confirm to customer the issue is being reviewed.

⬆️ Escalation Path

Level 1 · You Handle

P3 & P4

How-to questions, minor bugs, feature requests. Use templates.

Level 2 · Escalate to Ops

P2

Feature broken. Include: user ID, platform, steps to reproduce.

Level 3 · Escalate to Admin

P1 + Billing

Platform down, billing errors, security. Notify immediately.

📝 Customer Voice Form Open & fill during call

→

📊 Paste Row to Log Hit "Copy Row for Log" below

→

💡 Review Tips Below Verbatim quote is most important

📋 Customer Feedback Log

📊 PCG_Customer_Feedback_Log

The central intake sheet for all customer feedback collected by Support. Every row you add here feeds directly into the Content Flywheel — the marketing team runs /analyze against this file to rank pain themes and generate content ideas grounded in real customer language.

📁 Google Sheet 🔗 Marketing + Support 🔁 Updated ongoing

🔗 Open Feedback Log in Drive

💡 What to capture in every row

Verbatim Quote — the customer’s exact words, not a paraphrase — is the most important field. Also capture: Module (Pool Route / Pool Genie / Pool Guard), Persona (Rick / Sam / Emma / Claire), Source (NPS / Support Ticket / Interview / Review), and whether the row is Flywheel Ready. The marketing team only pulls rows marked Yes or Maybe.

⭐ Testimonials Collection

📄 PCG_Testimonials.csv

The testimonials file that feeds the Testimonials → Marketing plugin. When Marketing runs /testimonials, it reads this file and produces a full content pack — 5 themes, 10 social posts, 3 Meta ad angles, and a case study — all using the exact words your customers wrote.

📁 CSV / Google Sheet 🔗 Marketing + Support 📅 Add monthly

🔗 Open Testimonials File in Drive

💡 What makes a great testimonial row

The more specific the quote, the better the content. Tier 1 (best): includes a measurable result, timeframe, or before/after. Tier 2: captures a feeling or mindset shift. Skip generic praise (“Great product!”) — mark Use_In_Marketing = No.

Required columns: Date • Customer_Name • Business_Name • Module • Persona • Source • Verbatim_Quote • Outcome_Type • Use_In_Marketing • Notes

🔁 Flywheel & Testimonials Plugins (CS Reference)

Support feeds both marketing plugins. Feedback Log → Flywheel (pain themes, friction, feature requests). Testimonials file → Testimonials plugin (wins, outcomes, praise). The cleaner and more specific the input, the stronger the content Marketing can generate from it.

Day 1 — Support Orientation

Welcome to the Support Team.

You are the first human a pool pro talks to when something goes wrong. How you handle that moment defines whether they stay. Start here.

Day 1 Checklist — Complete in Order

1

Sign in to The Lamp

Use your @poolcaregenie.com Google Workspace account. If you can read this, you are already done.

Done

2

Explore the Support Hub

Walk through every tab. Know what tools, scripts, and resources are available before your first support interaction.

3

Learn the P1–P4 Ticket Triage Protocol

Priority framework, SLA expectations, escalation paths. Know the difference between a P1 and a P4 before you handle your first ticket.

4

Understand how Genie AI dosing works

Pool pros will ask you to explain Genie recommendations. You need to understand what the AI outputs and why before that happens.

5

Set up your company email signature

Set up a professional signature on your @poolcaregenie.com account. Every support email is a brand impression.

6

Email Jay — Day 1 complete

Introduce yourself and share your first observation about what good pool pro support should feel like.

Email Jay →

Day 1 Progress

0 / 6 complete

Communication

Primary: Email

jaymcaloon@poolcaregenie.com — escalations, questions, patterns you are seeing. Respond within 24 hours.

Escalate Fast

If a ticket is P1 or a user is threatening to leave, loop in Jay immediately. Do not wait.

Blocked? Say So

Do not sit on an unresolved issue more than a day. Email Jay with what you tried and what you need.

Empathy First

Pool pros work outdoors, in heat, under pressure. Every ticket is a real person with a real problem.

📁 Resources — Google Drive

PCG Drive Folder

All PCG Documents

🚦 Route Status Color System

Status	Color	Meaning	Field Action
Complete	Success Green	Serviced, chemicals logged, customer notified	None — move to next stop
In Progress	Pool Blue	Tech on-site, service in progress	Log chemicals & notes on departure
Needs Attention	Warning Amber	Issue flagged — equipment, access, or chemistry	Document issue, notify dispatcher
Skipped / Problem	Error Red	Could not service — locked out, unsafe	Log reason, notify customer & manager
Pending	Muted Gray	Stop not yet reached	Normal — proceed in route order

📋 Field Tech Service Protocol

#	Action	Notes
1	Arrive & Check In	Mark stop “In Progress.” Note any access issues.
2	Visual Inspection	Check water clarity, equipment, visible algae, debris.
3	Test Water	Test FC, pH, TA, CYA at minimum. Log all readings into Genie.
4	Run Genie	Enter test results. Confirm pool volume is correct. Review dosing recommendation.
5	Apply Chemicals	Follow Genie's recommendation. Log quantities applied. Never mix chemicals on-site.
6	Equipment Check	Verify pump running, filter clean, timer correct. Note any equipment issues.
7	Log & Complete	Add notes, mark stop complete. Flag issues as Amber or Red.
8	Customer Notification	System auto-sends service summary if enabled.

📊 Operations KPIs

Stops Per Day Target

8–12 stops

Solo operator benchmark. Pool Route should cut per-stop time by 10–15 min.

Service Log Completion

100% per stop

Every stop needs chemical readings + notes logged before marking complete.

Issue Flag Rate

Track weekly

Amber/Red flags per week. Rising rate = equipment aging or training gap.

🔧 Common Equipment Issues

Check: (1) Breaker/power, (2) Timer settings, (3) Pump basket clogged, (4) Impeller blocked. If persists, flag Amber, photograph, notify dispatch. Do NOT attempt electrical repairs on-site.

Green = algae bloom (low chlorine). Run Genie with current readings — will recommend shock treatment. Cloudy = chemistry imbalance or filtration issue. Run filter continuously 24–48 hrs after treatment. Flag for follow-up visit.

Indicates dirty filter. Backwash DE or sand filter, or clean cartridge per manufacturer spec. Log in service notes. Recommend filter clean if not done in last 4–6 weeks.

Day 1 — Operations Orientation

Welcome to the Operations Team.

Field tech performance is the product in action. Every route, every service visit, every status — it all runs through Operations. Know the standards before the first route goes out.

Day 1 Checklist — Complete in Order

1

Sign in to The Lamp

Use your @poolcaregenie.com Google Workspace account. If you can read this, you are already done.

Done

2

Explore the Operations Hub

Walk through every tab available to you. Understand the tools and metrics you will use to manage field performance.

3

Learn the Route Status Color Protocol

Pending, In Progress, Completed, On Hold, Overdue — each has a specific color and meaning. Know all five before overseeing a route.

4

Review Field Tech Service Standards

What every service visit must include: water test entry, chemical log, photo documentation, and proper close-out in Pool Route.

5

Set up your company email signature

Set up a professional signature on your @poolcaregenie.com account for coordination with field techs and vendors.

6

Email Jay — Day 1 complete

Introduce yourself and share your first question about how operations currently runs at PCG.

Email Jay →

Day 1 Progress

0 / 6 complete

Communication

Primary: Email

jaymcaloon@poolcaregenie.com — route issues, field tech problems, vendor updates. Respond within 24 hours.

Status Updates

Send a brief written update when a route or service milestone is hit. What happened, what is next.

Blocked? Say So

Field blockers cost money by the hour. Escalate fast when something is stopping a route from completing.

Standards Matter

Every missed step in a service visit is a data gap. Consistent execution is what makes PCG's data trustworthy.

📁 Resources — Google Drive

PCG Drive Folder

All PCG Documents

HR Hub

Select an area to get started

🔍

Recruit & Interview

Active openings, candidate pipeline, interview resources, and quick-access contracts for candidates in progress.

7 active candidates →

📋

Onboarding

Step-by-step new hire checklist, CA-compliant paper trail, welcome email template, and Drive packets.

7-step process →

🗂️

Employee Database

Search and manage all employee and contractor records. Always mirror changes to the Drive spreadsheet.

5 on file →

📝

Contracts & Legal

NDA, Developer Contract, Rev Share Model, signature tracker, and DocHub e-signature. NDA must come before any IP sharing.

NDA · Contract · RevShare →

🎓

Training

Team training status, completion tracking, and mandatory course tracking by department role.

Status · Tracker →

📚

Roles & Resources

Employee number system, dept roles, PCG core values, policy documents, posters, and HR Drive links.

Roles · Values · Drive →

🔍 Recruit & Interview

—

Active

—

Send NDA

—

NDA Signed+

👆

Select a candidate

Genie Brief scoring, resume input, and Gmail links load when you click a name

Active Job Openings

Role	Department	Type	Status	Where to Post

⚠️ AB5 Reminder: For CA-based contractors in core business roles, verify ABC test compliance before signing. Consult a CA employment attorney when in doubt.

Where to Post

Bubble.io Facebook Groups

Best for dev recruiting — "Bubble.io for Startups", unofficial Bubble group, official Bubble page.

Best for marketing, support, and operations roles. Free job postings available.

Upwork / Fiverr

Good for contract/freelance content, design, and short-term dev tasks.

Indeed / Remote.co

Broader reach for part-time remote positions. Good for support roles.

Interview Resources

🧑‍💻 Developer Interview Cheat Sheet

7-stage process — screening questions, green flags, red flags, and technical evaluation criteria for Bubble.io dev candidates.

Open in Drive →

📋 Developer Candidate Scorecard

Score each candidate on 8 criteria. Auto-calculates total and recommendation.

Sales Representative

Interview cheat sheet coming soon. Key focuses: consultative selling, pool industry knowledge, CRM experience, pipeline discipline, and hustle.

HR Drive Folder →

Customer Support Specialist

Interview cheat sheet coming soon. Key focuses: empathy under pressure, product ramp speed, written communication, escalation judgment.

HR Drive Folder →

Operations Manager

Interview cheat sheet coming soon. Key focuses: process ownership, systems thinking, vendor management, startup ambiguity tolerance.

HR Drive Folder →

Marketing Lead

Interview cheat sheet coming soon. Key focuses: content strategy, SEO, social, email, and B2C SaaS growth instincts for a service-trade audience.

HR Drive Folder →

HR Coordinator

Interview cheat sheet coming soon. Key focuses: CA labor law literacy, onboarding rigor, discretion, HRIS experience, and startup adaptability.

HR Drive Folder →

Screening Questions (All Roles): Why PCG? Availability + hours? Comfort with async remote work? Have you used Genie / a pool app before? What does "scrappy startup" mean to you?

Quick-Access — Contracts for Candidates

Legal order: NDA first → signed → then share Bubble access, Drive docs, or any PCG IP. Never share access before the NDA is signed.

NDA

Sign before sharing any PCG IP, app access, or financials.

Open in Drive →

Developer Contract

Rev share contract covering all 3 modules — scope, milestones, IP.

Open in Drive →

Rev Share Model

5-tab financial model — projections, net revenue, acquisition calc.

Open in Drive →

DocHub (e-Sign)

Free Google Drive add-on. Templates set up and ready to send.

Open DocHub →

📝 Contracts & NDAs

⚠️ Legal Order: NDA → signed → then share Bubble access, Drive docs, or any PCG IP. Never share access before NDA is signed.

Signature Status Tracker

Person	Role	Document	Signed?	Date	Notes
No contracts on file yet — add when first hire or contractor is engaged.

Contract Library

🔒 NDA

Non-Disclosure Agreement — sign before sharing any PCG IP, app access, or financials.

Open in Drive →

💼 Developer Contract

Rev share contract covering all 3 modules — scope, milestones, IP, non-compete, acquisition clause.

Open in Drive →

✍️ E-Signature Tool

DocHub — free Google Drive add-on. Install once, sign and send from Drive. No subscription needed.

DocHub →

📊 Rev Share Model

5-tab financial model — dev projections, Jim projections, PCG net revenue, acquisition buyout calc.

Open in Drive →

🗂️ Employee Database

⚠️

Changes here are session-only

Edits made in The Lamp reset when you close the browser. Keep the Drive spreadsheet updated as your permanent record — paste any new hires or edits there too.

Open Drive Spreadsheet ↗

🏷️ Numbers & Roles

Employee & Contractor Number System

All PCG team members are assigned a unique ID at onboarding. Department is encoded in the hundreds digit. Contractors use the PCG-C prefix.

Dept Code	Department	Range	Example
1xx	Executive / Founder	100–199	PCG-101 (Jay)
2xx	Developer / Engineering	200–299	PCG-201
3xx	Sales	300–399	PCG-301
4xx	Marketing	400–499	PCG-401
5xx	Customer Support	500–599	PCG-501
6xx	Operations	600–699	PCG-601
7xx	Human Resources	700–799	PCG-701
PCG-Cxxx	Contractors / 1099	C001–C999	PCG-C001

Contractor vs. Employee numbers: A contractor developer (e.g. Philip, PCG-C001) uses the PCG-C prefix — not the 2xx range. The 200-series is reserved for future full-time W-2 Developer / Engineering hires. Same rule applies to all departments: PCG-C prefix = 1099 contractor regardless of their role.

Company Email Format: first.last@poolcaregenie.com — issued via Google Workspace Admin on Day 1.

Department Roles

Role	Key Responsibilities	Lamp Access
Founder / Admin	Company strategy, product vision, all final decisions, system admin	Full platform, all hubs, Admin Settings
Developer	Bubble.io builds, API integrations, BDK Native mobile, technical QA	Developer Hub, technical Genie context
Sales	Lead outreach, demos, closing deals, Module 3 operator acquisition	Sales Hub, sales Genie context
Marketing	Brand consistency, content creation, campaign planning	Marketing Hub, brand Genie context
Customer Support	Ticket resolution, Genie dosing questions, billing escalation	Support Hub, support Genie context
Operations	Route performance, field tech standards, service protocol	Operations Hub, ops Genie context
Human Resources	Hiring, onboarding, policies, culture, team directory	HR Hub, HR Genie context

PCG Core Values

Clarity Over Complexity

We make the technical simple. If it's unclear, we fix it.

Operator Empathy

We build for the person standing in the sun with a test kit, not a conference room.

Standards-Based Trust

Our AI is grounded in the CPO Handbook. We don't guess — we apply industry standards.

Move with Intention

We're a small team building fast. Every action has a purpose. Busy ≠ progress.

Own the Outcome

We take responsibility for results, not just effort. The team finds solutions, not excuses.

Brand is Everything

Our color system, tone, and Genie persona are not suggestions. Every touchpoint reflects PCG.

Training Tracker — Staff Training Status

Team Overview Click a row to view detail

Name	Role / Title	Type	Mandatory	Progress	Status
Loading...

Day 1 — HR Orientation

Welcome to the HR Team.

You own the onboarding pipeline and keep the team operational. Every new hire's first impression of PCG runs through you. Start with the tools available to you here.

Day 1 Checklist — Complete in Order

1

Sign in to The Lamp

Use your @poolcaregenie.com Google Workspace account. If you can read this, you are already done.

Done

2

Explore the HR Hub

Walk every tab — Recruit, Contracts, Onboard, Employee Database, Training Tracker, Numbers and Roles, Resources.

3

Review the Onboarding Checklist

This is the process you will run for every new hire. Know it before you are asked to run it.

4

Review the Employee Database

Understand the current roster, role structure, and employee number system. This is the source of record for all team data.

5

Set up your company email signature

Set up a professional signature on your @poolcaregenie.com account. Every HR email sets a tone for the company.

6

Email Jay — Day 1 complete

Share your first observation about the onboarding process or team structure. Your perspective matters from day one.

Email Jay →

Day 1 Progress

0 / 6 complete

Communication

Primary: Email

jaymcaloon@poolcaregenie.com — hiring decisions, offer approvals, compliance questions. Respond within 24 hours.

Hire Updates

Send a written summary at each hiring milestone — screened, interviewed, offered, onboarded.

Legal First

CA employment law is strict. When in doubt on classification, comp, or policy, flag it before acting — not after.

Confidentiality

Compensation, performance, and hiring decisions stay within HR and leadership. No exceptions.

Candidate Pipeline

Candidate	Role	Type	Stage	Score	Rec	Next Action	Date Added	Actions
No candidates yet. Click + Add Candidate to get started.

HR Workflow — Onboarding

Active onboarding records — start from the Candidate Pipeline when a candidate is hired.

No active onboardings. Mark a candidate as Hired in the Candidate Pipeline and click Start Onboarding.

📁 HR Resources — Google Drive

W-2 Employee Checklist

PCG_New_Employee_Checklist.docx

Open in Google Drive →

1099 Contractor Checklist

PCG_New_Contractor_Checklist.docx

Open in Google Drive →

NDA (Non-Disclosure Agreement)

PCG_NDA.docx

Open in Google Drive →

PCG Drive Folder

All PCG Documents

📋 Company Policies & Procedures

Select a policy from the list to read it in full. All policies are effective April 1, 2026.

Available Policies

📅PTO & Leave Policy

💬Communication & Remote Work

⚖️Code of Conduct

💡 More coming
Bonus Structure, Benefits, and additional policies will be added as PCG grows.

📅 PTO & Leave Policy Open in Drive ↗

💳 Payroll

Your payroll portal provides access to pay stubs, direct deposit settings, tax forms, and year-end documents.

🔒

Payroll Portal

Provider to be announced. This link will be activated once PCG selects a payroll provider.

Pay schedule: Semi-monthly — 1st & 15th of each month (see PTO & Leave Policy for full details).

🏆 Bonus Structure

PCG's bonus structure rewards team members for hitting company milestones. Details are being finalized and will be shared here once approved.

🚧

Bonus Plan Coming Soon

PCG will publish a formal bonus structure tied to company milestones — including beta launch targets, subscriber goals, and team performance metrics. Check back here once the plan is finalized.

💼 Open Positions

Know someone great? PCG is growing — share these openings with your network.

🟢 PCG Platform Status

The Lamp

Operational

Host on Netlify for team sharing

Module 3 (Pool Route)

In Build

Active priority · Bubble.io · April 2026

Modules 1 & 2

Planned

Module 3 ships first

🧞 Genie API Key Management

Anthropic API Key (active session)

Key is stored in memory only — never persisted. Employees enter their own key on the Genie page.

Genie Model

📋 PCG Quick Reference

Detail	Value
Platform	Bubble.io (no-code)
AI Layer	Anthropic Claude (haiku or sonnet)
Mobile Wrapper	BDK Native (iOS & Android)
Priority Build	Module 3 — Pool Route
Target Launch	April 2026
Revenue Model	SaaS ($99/$179/$299+) + affiliate (M1) + compliance ($50/property)
Exit Strategy	Acquisition by pool supply chain or equipment manufacturer
Command Center Hosting	Netlify (free, drag & drop) — share URL with team

🔐 Session

Logging out clears all in-memory data including Genie API key and chat history. Vendor data added this session is also cleared.

📁 Key Documents — Google Drive

NDA

PCG_NDA.docx

Developer Contract

PCG_Developer_Contract.docx

Rev Share Model

PCG_RevShare_Model.xlsx

Jim Blanton Term Sheet

PCG_Jim_Blanton_TermSheet.docx

W-2 Employee Checklist

PCG_New_Employee_Checklist.docx

Contractor Checklist

PCG_New_Contractor_Checklist.docx

PCG Drive Folder

All PCG Documents