Connecting a service company to your pool

Connecting a pool service company to your dossier gives them a permissioned view: they can record service entries, log chemistry results, and add equipment notes that show up in your timeline. You stay in control of the dossier — you can revoke their access at any time, and switching to a different service company is a clean handoff without losing history.

How to connect a service company:

1. **Open /me/pool** → "Service" tab.
2. **Click "Connect a service company."**
3. **Search for the company by name or website** — if they're already on Turtini, they show up in the dropdown.
4. **If they're not on Turtini yet** — paste their email and the platform sends them a sponsored invite. They get a free Pool-Service-permissioned account; you don't pay anything to invite them.
5. **Choose what they can do** — by default, they get Read + Add Service Log + Add Chemistry Result. You can further grant Edit Equipment (for when they install or replace gear) or Edit Pool Basics (for when they need to update gallons after a replaster).
6. **Send the connect request** — they get an email + Wally notification. They accept; the connection is live.

What the service company sees on their side:

- A summary card on their /pool dashboard for your pool: address, last visit, current chemistry status, next scheduled visit.
- A pool record page with your dossier's history (everything you can see, they can see, except the Notes tab if you flagged it private).
- The ability to add a service entry. The entry shows up on your dossier in real time.
- A Wally tool for "Generate route for today" that includes your pool if you're on their route.

What they don't see:

- Your other organizations or personal data on Turtini.
- Notes you've marked private (default: notes are private; the Notes tab has a "Share with service company" toggle per note).
- Photos you've marked private (same pattern).

Changing service companies:

When you want to switch to a new service company:

1. **Connect the new one** (same flow as above). Both companies are now connected during the transition.
2. **Make the new company the primary** — they get the auto-schedule and auto-invoice flow.
3. **Revoke the old company's access** — they no longer see new entries, but the entries they made historically remain on your dossier (you own the history).
4. **Optionally export a "service history" PDF** to keep for your records.

The new service company opens your dossier and immediately knows the pump model, the filter type, the chemistry baseline, the salt-cell hours, the recent service history. They don't have to re-survey or re-quote based on guesswork — they pick up where the old company left off.

Multiple service companies:

You can have multiple companies connected (e.g. one for weekly chemistry, one for equipment-specialist work like heater repair). Each shows up as a separate company on the dossier with their own service entries.

Revoking access:

- Personal context → /me/pool → Service tab → click the company → "Revoke access."
- They lose the connection immediately. Their historical entries remain on your dossier.
- The platform notifies them so they can update their own routes/billing.

Why the connection model exists:

Service companies maintain their own customer list. You maintain your own pool. The connection is the consent that links the two — like granting a contact access to a Google Doc. The platform handles the permissioning so the data lives in one place (yours) but flows to where it's useful (theirs).

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