FOR POOL PROS

YOUR BUSINESS. YOUR WAY.

Your entire pool business, in your pocket. Built around the way pool people actually work — manage customers, products and pricing, technicians, schedules and routes, send beautiful reports and signed agreements, and get paid, all from a phone.

Designed for the phone

Every workflow is built phone-first, so the whole business runs from your pocket — no PC required for daily work or setup.

Built-in reports & agreements

Inspection and service reports generate clean PDFs and email to clients. Branded proposals and agreements collect initials and signatures.

Filed in the owner's history

Records you create flow into the owner's lifetime pool history, tied to the property — not your company.

Office

Run the whole operation from a phone

Company administration, customer records, catalog, pricing, team, and routes — phone-first, with CSV import and export.

Customers & company settings

Keep each customer's details, pool specs, and service history at your fingertips, with company settings you control. Each company has its own account, separate from other companies and from pool owners.

Products & pricing

Build and maintain your product catalog and pricing from your phone, so quotes and invoices stay consistent across the team.

CSV import & export

Bulk-import products, customers, or pricing from a spreadsheet, and export your data whenever you need it.

Technicians & roles

Bring your team on with Pool Pro and Technician roles, assign routes, and let each technician see exactly what they need on their own phone.

Scheduling & routes

Plan recurring visit schedules and route assignments so technicians spend more time at the pool and less time driving.

No PC required

Daily work and setup both run from the phone. The business travels with you, not a desk.

Field

Service work, captured on site

Recurring visits, checklists, photos, chemistry readings, and notes — completed into a clean, delivered report.

Recurring visits & routes

Schedule recurring service visits and assign them to routes and technicians so the day is organized before you leave the driveway.

Service checklists

Work through a service checklist on each stop, capture water chemistry readings, add service notes, and complete the service ticket.

Photos on every visit

Attach photos to service tickets and reports so the condition of the pool and equipment is documented, not described from memory.

Voice service-ticket entry

Enter service tickets by voice or audio as a hands-free alternative. Where configured, a compatible smart-glasses workflow can capture arrival photos and dictate chemistry and checklist entries — an in-lens display depends on the hardware and setup, and audio-only use is always available.

Inspection & service reports

Full pool and equipment inspection reports with photos generate ready-to-use, professional, branded PDFs. Deliver them to clients and control paid-report access where configured.

Delivered to the owner

Service tickets and reports you create are delivered into the owner's lifetime pool history — tied to the property, not your company.

Inspection & service reports

Beautiful PDFs, easy client email

Ready-to-use inspection and service report templates generate clean, professional, branded PDFs you can email to a client in a tap. No more formatting in a parking lot.

  • Built-in inspection and service report templates
  • Professional, branded PDF generation from your phone
  • One-tap email to the client, with paid-report access where configured

Service Report

Client: 12 Oak Lane

Inspection checklist

Water clarity
Tile condition
Equipment pad
Chemical balance

Service report generation — illustrative preview, not a live product screenshot

Documents

Proposals, agreements & a File Cabinet

Send branded proposals and service agreements, collect signatures, and keep every document organized by year, season, and category.

Proposals, quotes & agreements

Build branded proposals, quotes, and service agreements. A company representative initials and signs first, then the customer reviews, initials the required pages, and signs the last page — drawing or typing their signature.

Signature status tracking

Track each agreement through sent, delivered, viewed, and signed. The completed signed PDF and an audit trail are saved, and the unsigned original is retained in the customer's File Cabinet.

File Cabinet

The File Cabinet groups quotes, agreements, signed versions, invoices, and service reports by year and season and category, accessible to the appropriate owner, pro, and company roles.

Money

Invoices, payments & business visibility

Get paid in the app and see where the business stands — without replacing your accountant.

Invoices & Stripe payments

Create invoices in the app and accept card and ACH payments through Stripe. Track payment status and handle failed payments.

Recurring billing & AutoPay

Set up recurring monthly billing and let customers authorize and control AutoPay. Signing a service agreement can automatically generate and send the first scheduled invoice.

Revenue, expenses & profit/loss

See paid and unpaid invoices, revenue by period, expenses, and profit and loss in one place. This doesn't replace professional accounting, tax filing, payroll, or bank feeds.

AI assist

An AI Pool Tech Tutor in your pocket

Quick, prioritized diagnostic outlines for technicians on the clock, and AI help for pool owners.

AI Pool Tech Tutor

Get quick, prioritized diagnostic outlines to speed up field decisions, with manufacturer references available when supported. It doesn't guarantee every answer or model is covered, and it isn't a replacement for trained safety judgment.

AI pool-owner help

Everyday pool questions answered for owners in plain language, alongside the records and readings already in the pool's history.

Ready to run your pool business from your phone?

Explore the full feature set, then open the app to get to work.