Job management software for pool builders
Quote the build, schedule the dig and the crew, run the service rounds and bill it - all off one job.
Use the same system for a new pool build and the visits that maintain it. Keep the excavation, crew and materials on the construction job; set up recurring service visits and have the team assign and complete each one.
Build and service in one system
- Quote a new pool as a scope of works and run it as a job with the crew, the excavation and the materials attached.
- Set a regular pool service to repeat weekly or fortnightly so each visit is created automatically.
- Keep build photos and service notes on the job, visit after visit.
Safety on the build
- Prepare the country-appropriate plan for excavation, retaining walls and other higher-risk work.
- Record site acknowledgements against the current version and retain the review trail.
- When the account gate is enabled, a missing required ticket stops dispatch.
Chemicals, costs and payment
- Track chemicals, pumps, filters and parts across the store and the service van.
- See quoted hours and costs against what's logged to spot overruns on a fixed-price build.
- Invoice a build by progress claim and a service round each cycle, both payable by card from a link.
Common questions
- Can I run both pool builds and pool service from one system?
- Yes. A new pool is quoted and run as a job with the dig, the crew and the safety attached, while a regular pool service is set to repeat weekly or fortnightly and created automatically. The build team and the service van both work off the same system, so nothing falls between them.
- Can I keep a service history and chemical notes for each pool?
- Every service visit is recorded against the site, with the chemicals and the notes, so when you go back you can see exactly what the pool needed last time. Chemicals and parts are tracked across the store and the van as movements.
- How do I invoice a build versus a service?
- A build can be invoiced by progress claim against the job, while a recurring service is invoiced each cycle - both with your ABN, GST and bank details filled in and both payable by card from a link.
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