A pool service CRM that knows every pool's gallons, every reading, every gate and every filter clean due.
A pool company runs on repetition: the same stops in the same order every week, with the water remembered from one visit to the next. Software that treats each stop as a fresh job forgets the pool. We build the pool as the record, the route as the day, and the repair as the thing a technician can sell from the deck.
Weekly routes, water chemistry and equipment make pool software a different animal
Generic field software thinks in jobs: schedule it, do it, invoice it. A pool account is a stop that recurs fifty-two times a year, with a chemistry history that matters more each week. The technician needs last week's chlorine, pH, alkalinity, stabilizer and salt beside today's test so a drifting reading is caught before the water turns. The owner needs chemical cost per pool per month, because a pool that eats twice the chlorine its gallons suggest has a leak, a failing salt cell or a debris problem, and that is a repair to quote rather than a cost to absorb.
The route itself is the product. Stops have to be ordered by drive, balanced across days, and tightened whenever an account is added or lost. Then there is the equipment: pump, filter, heater, salt cell and automation on every pad, with models and install dates, because the repair business depends on a technician noticing a problem, photographing it and quoting it before leaving the backyard. Software that cannot do that from a wet phone in the sun leaves most repairs unquoted.
Billing has its own rules. Some companies charge a flat monthly rate with chemicals included, some bill labor monthly and chemicals as used, some include routine chemistry and bill extras like phosphate treatment or a post-storm shock. Seasonal markets add openings, closings and winter pauses. The CRM has to run your model, whichever it is, on the card on file without a person typing invoices.
What a pool service CRM has to keep
Each item below is a thing a technician or an owner asks about every week, and each has to be one tap away.
The pool as the record
Gallons or dimensions, surface, chlorine or salt, filter type, pump and heater models, automation, enclosure, trees, dogs, gate code and the customer's chemical policy. Every stop, reading and repair hangs off this record rather than off a person's name.
Readings and doses with history
Each visit's test results and chemicals added, charted over the season, so the technician sees the trend at the stop and the owner sees which pools cost more than their size explains.
Routes by day with drive time visible
Stops ordered for the shortest drive, a map of accounts by service day, and the drive minutes per stop, so a new sign-up is placed on the right day and a route that has sprawled is obvious.
Repair quotes from the backyard
The technician photographs the problem, picks the part and labor from your price list, and sends a quote the customer approves from a text while the technician is still on site. Approved work schedules itself.
Your billing model, run automatically
Flat monthly, labor plus chemicals as used, or included up to a standard with extras billed. Charged to the card on file on your cycle, with failed payments retried and the customer texted.
Seasonal and periodic work scheduled by rule
Filter cleans by filter type and interval, salt cell inspections, heater checks before cool weather, openings and closings in markets that winterize, each generated from the pool record instead of remembered by someone.
How we build a pool service CRM
We run recurring service companies of our own on a CRM we built, and we fit this one to your routes, your chemical policy and your climate.
A technician app for wet hands and bright sun
Large targets, the day's stops in order, the pool's last readings on the first screen, dosing guidance you set, a photo button, and offline mode for backyards with no signal. The service report is finished before the gate closes.
Service reports that reach the customer in minutes
Readings, chemicals added, notes, a photo of the clear water and a photo of the latched gate, texted and emailed from your business number and domain the moment the technician taps done.
A chemical cost flag per pool
The system totals chemical cost by pool each month and marks the ones that exceed what their gallons and policy predict, so you can quote the leak or the salt cell, or adjust the price, instead of losing margin quietly.
Waitlists and route expansion
Off-route inquiries collect by neighborhood with the day they would best fit, and the owner sees when a street has enough names to add profitably.
Owner reporting for a route business
Stops per day and per technician, drive minutes per stop, callbacks between visits, chemical cost per pool, repairs quoted versus approved, and accounts gained and lost by month, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for pool service, answered.
Why a custom CRM instead of Skimmer or a general field app?
Skimmer is well liked by pool companies and does route and chemistry work competently. A custom build fits your pricing model, your repair price list, your climate and your reports exactly, runs in accounts you own and charges no per-technician fee. Our Skimmer comparison sets out both honestly.
Can it track chemical cost per pool?
Yes. Each dose is recorded with a cost from your supplier pricing, totaled by pool and by month, and compared against what the pool's volume and your policy predict. The outliers are the leaks and the dying salt cells.
Does it handle openings and closings?
Yes. In winterizing markets, each pool carries its opening and closing dates, the checklist for each (plugs, lines, cover, antifreeze where used, equipment restart), and the pricing, and the reservations feed the spring and fall schedules.
Can we bring our customers and history from the software we use now?
Yes. Accounts, pool details, visit history, readings where the old system kept them, and payment methods are exported and loaded, and the old and new systems run side by side while the office checks the routes.
Can customers approve repair quotes from their phone?
Yes. The quote arrives as a text and an email with the photo of the problem, the price and a button. The server recalculates the price when the customer approves, which means an edited page cannot alter what is charged, and the work is scheduled.
Custom CRM for pool service. Owned by you.
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