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 two weeksly so each visit is created automatically.
- Keep build photos and service notes on the job, visit after visit.
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 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 EIN, sales tax and bank details filled in and both payable by card from a link.
The features that matter most for this trade
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