Complete Feature Set
Everything a pool company needs.
Nothing it doesn't.
48 features across operations, billing, customer communication, analytics, and team management — built specifically for pool service companies.
Run your routes. Log every visit.
Everything your team needs in the field — from daily routes to chemical readings to visit checklists.
Route Management
Build daily service routes, order stops, assign technicians, and activate or pause routes by season.
Schedule & Calendar
Visual weekly and monthly calendar showing all routes and visits. Spot gaps and conflicts at a glance.
Chemical Readings
Log chlorine, pH, alkalinity, calcium, CYA, and salt per visit. Charts show trend history for every customer.
Dosing Calculator
Instant chemical recommendations based on pool volume and current readings. Supports chlorine, pH, alkalinity, calcium, CYA, and salt.
Visit Checklists
Configurable required items techs must confirm before marking a visit complete. Set global items or per-customer requirements.
Issue Tracking
Flag leaks, equipment failures, safety hazards, and water quality problems. Track status from open to in-progress to resolved. High-priority issues surface in the notification bell.
Job Templates
One-click workflows for pool opening, closing, filter clean, acid wash, pump prime, and more. Each template loads a pre-built checklist into the visit form so techs never miss a step.
Route Optimization
Auto-sort stops into the shortest drive order with one click. Set a company default start address or let each technician configure their own — with an ad-hoc override per run.
Drag-and-Drop Scheduling
Reorder stops within a route or move them between routes by dragging on desktop or long-pressing on mobile. An unscheduled queue holds customers not yet assigned to a route day.
Customer Access Notes
Store gate codes, dog warnings, key locations, and entry instructions per customer. Shown as a prominent amber banner on the visit form and inline on every route stop card — never buried in general notes.
Water Test History
The last 3 chemical readings appear inline on the visit form the moment a customer is selected. Out-of-range values are highlighted red so techs can spot trends before they test.
Route Progress & Mileage Tracking
Techs start and complete routes with odometer readings for tax and reimbursement purposes. A live progress bar advances as visits are logged. Add extra stops (fuel, lunch, supply runs) and review the last 5 runs in a per-route mileage log.
Vehicle Fleet Management
Register your company vehicles with make, model, year, license plate, and starting odometer. Assign a vehicle when starting a route run and track miles driven per vehicle across the mileage report.
Track every piece of equipment.
A complete equipment registry for every customer with service history, warranty info, and automated overdue alerts.
Equipment Registry
Log pumps, filters, heaters, salt systems, cleaners, lights, and more — with brand, model, serial number, and install date.
Service History
Record every service event with date, work performed, parts used, labor cost, and assigned technician.
Automated Service Reminders
Set a service interval (e.g. 90 days) on any piece of equipment. Overdue alerts automatically appear in the notification bell.
Warranty Tracking
Store warranty expiry dates and provider info per piece. Know when coverage runs out before a customer calls.
Invoice, estimate, and get paid.
A full billing suite that moves customers from estimate to invoice to payment without leaving PoolOS.
Invoicing
Create detailed invoices with line items, service types, due dates, and notes. Send via email or share a portal link.
Estimates with Digital Signatures
Build and send estimates. Customers approve with a digital signature from their portal. Accepted estimates can convert directly to invoices.
Online Payments
Customers pay invoices via Stripe from their portal — credit card, debit card, and ACH. Funds deposit to your connected Stripe account.
Auto-Pay
Customers save a card on file and opt into automatic charges. Monthly billing runs itself.
Expense Tracking
Log and categorize business expenses. Track vendor relationships and run expense reports by category and date range.
Chemical Cost Tracking
Log chemicals used per visit — product, quantity, unit cost. See per-visit chemical spend and totals on every report.
Give customers a portal. No app required.
Every customer gets a branded private portal — no login or app download needed. Just a link.
Branded Customer Portal
Token-based access — customers click their unique link and land directly in their account. View visit history, chemical readings, invoices, and more.
Invoice & Payment History
Customers see all invoices, outstanding balances, and past payments. Pay directly from the portal.
Estimate Approvals
Customers review, approve, or decline estimates online and add a digital signature without printing or scanning.
Two-Way Messaging
Customers reply to messages from your company. Portal replies surface in the notification bell so nothing gets missed.
Service Ratings
Customers rate each completed visit 1–5 stars and leave feedback. Low ratings (1–2) trigger an immediate notification.
Full Service History with Photos
Customers can browse their complete visit timeline — every visit ever logged, with date, technician, chemical readings, chemicals applied, and a tappable photo gallery. Builds trust and eliminates 'what did you do today?' calls.
Customer Self-Scheduling
Customers request an additional visit or service directly from their portal — preferred date, service type, and notes. Requests appear at the top of your schedule queue with one-click confirm or decline.
Keep customers informed.
Automated emails, broadcast messages, and a real-time notification center — so your team never misses what matters.
Invoice Emails
Send invoices and payment reminders via email with your company name and logo. Bulk overdue reminders with one click.
Broadcast Messages
Send email messages to all customers, by status, or by tag — for price changes, weather closures, or seasonal announcements.
Visit Completion Emails
Automatically email customers when a visit is logged. Includes chemical readings, service notes, and a rating link.
Notification Center
A real-time bell for overdue invoices, portal replies, chemical alerts, chemical trends, equipment due, open issues, low ratings, and incoming visit requests.
Seasonal Upsell Campaigns
One-click email campaigns targeting customers who haven't had a pool opening, closing, or any service in a set period. Built-in presets with a ready-to-send subject and body — just review and send.
Know your numbers.
Built-in reports that help you understand revenue, performance, and which customers need attention.
Revenue Reports
Monthly revenue charts, by route, by service type, and by period. Click any bar to drill into the underlying invoices.
AR Aging
See open balances bucketed by 30, 60, and 90+ days past due. Know exactly who owes what and for how long.
Route Profitability
Revenue per route, visits completed, and revenue-per-stop. Identify your most and least efficient routes.
Technician Scorecards
Per-tech metrics: visits completed, average customer rating, chemical spend per stop, and open issue count.
Chemical Trend Alerts
Automatically flag customers whose readings have been consistently out of range across 3+ consecutive visits.
Full Data Export
Download all company data as a ZIP of 17 CSV files — customers, visits, invoices, payments, expenses, equipment, and more.
Manage your team. Control access.
Role-based permissions and technician profiles so every team member only sees what they need.
Team Members
Invite staff with individual logins. Each technician can log visits from any phone or browser — no app required.
Role-Based Permissions
Built-in roles for Owner, Supervisor, and Technician. Each role controls which sidebar sections, pages, and actions are available.
Custom Roles
Create additional roles with a custom mix of 26 granular permissions across operations, billing, settings, and support.
Technician Assignment
Assign specific technicians to routes and individual visits. Auto-fills on the log-visit form for accurate attribution.
Built to scale with your business.
Reliability, support, and platform-level tools for growing pool companies.
In-App Support Tickets
Submit support tickets without leaving PoolOS. Threaded replies and status tracking from open to resolved.
Customer Tags & Filtering
Tag customers for grouping, filtering, and bulk messaging. Filter the customer list by tag, status, or search.
Customer Import
Bulk import existing customers via CSV. Downloadable template with field mapping included.
Our story
Why we built PoolOS
Pool software has evolved slowly for too long. We built PoolOS to change that — delivering the features pool companies need at the speed their businesses move.
Read our story