First scan tutorial
From ZIP code to prioritized pool leads in one repeatable flow.
Use this as the onboarding path for a new customer: pick the right target, scan a manageable area, verify quality, then expand only when the economics make sense.
1. Set your business profile
- 1Open Settings and enter business name, address, phone number, website, and service-area notes.
- 2Choose the default target. Pool cleaners should keep Pool selected so the dashboard and Agent stay aligned.
- 3Use a real business address when possible because it improves the default market center and makes onboarding clearer.
2. Run a focused scan
- 1Click Scan ZIP / City or New Scan.
- 2Enter a ZIP code or city, then confirm the map center.
- 3Choose Focused or Standard coverage first. Avoid expanded coverage until you know the area is valuable.
- 4Leave owner enrichment off for the first pass if you only want to validate detection quality.
- 5Start the scan and watch Scan Activity for detection, saving, enrichment, and completion status.
3. Review the map
The map is the fastest quality check. Look for clusters in neighborhoods where your crews already operate, then use the legend to distinguish hot, confirmed, detected, and unserviced opportunities.
If results are too concentrated, run another focused scan nearby or use expanded ZIP coverage. Expanded coverage estimates credits first so there is no hidden cost surprise.
4. Prioritize outreach
- 1Open Leads and filter out multi-unit properties if your route is residential.
- 2Use Opening Season Priority when you want a seasonal call list for pool opening, cleanup, or algae-risk outreach.
- 3Prioritize hot leads: recent sale plus a detected or confirmed pool usually means a new owner may need vendors.
- 4Use size, owner name, sale date, and score to decide which leads deserve manual review.
- 5Export CSV only after you have filtered the list to the type of customer you actually want.
5. Ask the Agent
The Agent can summarize the current territory, surface hot leads, and explain why certain properties should be contacted first. It uses your scan data, but it can still be wrong or incomplete, so treat it as a prioritization assistant.
Useful prompts: “Show me hot residential pool leads,” “Which properties look like recently sold homes with pools?”, and “Summarize this ZIP for a pool route.”
Need details?
Read the full product docs, Privacy Policy, and Terms of Service.