Quote weekly and monthly pool service plans, plan your route by neighborhood, track chemical levels and equipment maintenance per pool, and invoice without chasing payments.
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INVOICE #INV-100409
Lakeside Residence
The challenges every pool cleaning business owner knows.
You're driving back and forth across town because you can't see which pools are due on which day. You waste time and fuel.
You need to know what you added last visit — chlorine, pH, alkalinity — but it's all in a notebook you can't find when the customer asks.
Filters need cleaning, pumps need service, and you can't remember when you last did it for each pool.
You finish the service, say you'll send an invoice, and forget. Weeks later you realize you were never paid.
Add line items for weekly service, monthly plans, filter cleaning, chemical balancing, and equipment service — each with the quantity and unit price you charge. The quote totals itself up so you can send it from your phone.
You can preview the quote as a clean document, send it as a link the customer opens on their phone, and see when it's been viewed or accepted.
Price ranges shown as examples — you set your own prices.
Every customer profile stores the pool type, size, chemical readings from the last visit, equipment status, and when the filter was last cleaned. When you show up, you know exactly what to check and what to add.
Jobs are grouped by date so you can see today's route and plan your path through the neighborhood without backtracking.
Bundle a month of weekly service into one invoice, or bill per visit. Record payments as cash, check, card, or transfer right from your phone. You can see at a glance which invoices are outstanding or settled.
Each invoice can be shared with the customer as a link, so they can review it and pay without you having to chase them down.
An illustrative workflow — not a real customer, just how the pieces fit together.
A homeowner asks about weekly service. You add line items for the monthly plan plus a filter clean and send the quote from your phone.
The quote moves to 'accepted.' You create a recurring job for every Monday and note the pool type and equipment details.
You test the water, add chemicals, and note the readings in the job. You mark the job complete and clean the skimmer basket.
You bundle four weekly visits into one monthly invoice and send it. The customer gets a link and pays by card.
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Yes. Add each service — weekly per visit, monthly plan, filter clean, chemical balance — as its own line item with a quantity and price. The quote totals itself up and you can send it as a link.
Yes. Every customer has a notes field where you can record chlorine, pH, alkalinity readings, equipment status, and when the filter was last cleaned. The full history is available on every visit.
Yes. Jobs are grouped by date so you can see today's route and plan your path through the neighborhood without backtracking. You can see all pools due on each day of the week.
Yes. You can send an invoice after each visit or bundle a month of weekly service into one monthly invoice. Record payments and see which invoices are outstanding at a glance.
Yes — you can start free with no credit card required. When you're ready for more, you can view available plans after signing up. There are no contracts and you can cancel anytime.