Pool Service Software 2.42.1

Experience pool service software designed by industry and software professionals for a streamlined and efficient approach. Manage all aspects of your pool service operations and invoicing seamlessly from a web browser or mobile device.

Enhance your pool business with advanced software that optimizes your time and resources.

• All-in-one Jobs and Quotes Management: Simplify your workflow by consolidating job and quote management into one screen. Create jobs with catalog line items, generate linked invoices upon completion, and streamline payments. Set up Recurring Jobs for periodic tasks like filter cleanings.
• Simple & Effective Routes Management: Easily schedule and view routes with color-coded maps to ensure efficient planning. Admins, Managers, and Master Techs can oversee the entire company's routes and assignments.
• Dosages Costs & Invoicing: Monitor chemical costs for properties, make informed decisions on pricing adjustments, or optimize your route plan. Access this feature on the Dashboard and customize it through the Settings menu.
• Shopping List: Maintain a shopping list to track essential items for purchase. Once items are used, the system automatically includes them in invoicing to prevent oversights.
• Configurable Service Tasks: Tailor available chemical readings and checklist tasks for techs. Customize required tasks to ensure service visits are completed with relevant data for both quality assurance and customer satisfaction.
• Photos/Videos: Capture visual records during visits, categorize them as Before, After, or Internal, and share securely within your company's management team only.
• Send Invoices & Receive Online Payments: Manage invoicing, record payments, and send electronic invoices directly from the platform. Clients can conveniently view payment history and submit online payments via the client portal.
• Chemical Readings and Dosages History: Access property-specific chemical readings history during service visits via your mobile device to facilitate informed servicing decisions.
• GPS Navigation & Geo-location: Utilize GPS navigation features to easily locate service properties and validate service visits through geolocation data for added credibility.
• Roles & Permissions: Assign roles to team members for precise access control. Customize privileges for techs to manage visibility of client information or access company-wide routes as needed.
• Offline Support: Enable techs to complete service visits seamlessly even without internet connectivity. Once online, all saved service data is automatically synchronized with the cloud.
• Visit History List: Access comprehensive visit data including service dates, readings, checklists, photos, videos, and notes directly from your mobile device for quick reference.
• Client Portal: Invite clients selectively to join the portal for easy access to invoices and payment options through their web browser.