What your morning briefing tells you

Every morning at around 6:00 AM Central, PoolHelm reads your whole operation — routes, chemistry, weather, money, loose ends — and writes the three to five things that need a decision. It’s at the top of Today.

It is not a feed. Five cards means five things need you. There is no page two.

A morning briefing with five cards and a setup-isn't-finished note

Five cards, each with its evidence and one action, and the setup counter underneath.

What a card is made of

  • A headline that states the problem, not the category — “3 pools at dangerously low chlorine”, not “Chemistry”.
  • The evidence in one sentence, with the actual readings and names.
  • An action that takes you to the problem — Review invoices, See today’s routes, View customer, Alert techs.
  • Mark done, for when you’ve handled it.

Reading a card is not resolving it. A card stays until you mark it done, or until the thing it’s about goes away.

The kinds of card

  • Work that moved — carryovers landing on today, and whether that overloads someone.
  • Chemistry — pools out of range, judged against that pool’s targets, not one generic set.
  • Weather — storms timed against your stops.
  • Money — invoices drafted but never sent, overdue balances, a dispute deadline you can’t miss.
  • Quiet costs — a chemical that can’t be priced and goes unbilled, an urgent tech report nobody picked up.
  • Setup that isn’t finished — customers who can’t go active yet, with a count and a link.

An empty briefing means nothing needed you.

Worth knowing. Settings → AI Preferences has sections for the briefing's delivery time, focus and tone, all marked "More controls coming soon." Those controls aren't built yet.

See also: “Weather alerts and customer notifications” and “AI and weather preferences.”

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