Pool service CRM
A pool service CRM built around one connected customer record
CRM is a tool for running a business, not a consumer swimming tracker. Swimming Pool On Demand keeps each customer's contact, pool, service history, documents and billing on one record so the route, the office, the quote and the invoice all read the same source of truth.
What lives on the record
Customer, contact & pool data
One record per customer holds contact details, the pool's equipment, gate codes and notes. Update it once and every part of the business sees the change.
Service history & tickets
Recurring visits, repair tickets, openings and closings — chemistry readings, photos, notes and completion status — collect against the same record.
Proposals & signatures
Build a proposal or service agreement from the record, collect rep and customer initials and signatures (Business Premier), and keep the signed copy.
Invoices & payment status
Approved work becomes an invoice the customer can pay by card or ACH. Payment status lives on the record, so the office sees who's current at a glance.
File Cabinet
Quotes, agreements, signed versions, invoices and service reports are filed by year and category per customer — the single source of truth for that pool.
Roles & company separation
Staff roles (Admin, Manager, Technician) keep access scoped to what each person needs, and each company's records stay separate by database security rules.
One customer, one connected path
New customer
Add the customer to your client list with contact and pool details.
Service scope
Build a proposal or service agreement from the company catalog and pricing.
Agreement
Collect rep and customer initials and signatures (Business Premier).
Recurring schedule
Set the weekly or seasonal service schedule on the same record.
Field visit & report
Tech logs readings, photos and notes; the customer receives a branded report.
Invoice & payment record
Approved work becomes an invoice; payment status updates the record.
Illustrative workflow — steps are connected in one record; no automatic transitions are promised.
Phone-first administration
Pool companies do the work on a phone, so the platform is built for phone-first company administration. Adding a customer, adjusting a route, sending a proposal or checking payment status can happen from the phone a tech carries — no waiting until you're back at a PC for the everyday work.
Customer and pool data import by CSV. Map the columns to the right fields and test with a small subset first; data also exports by CSV, so you're never locked in.
Owner portal, as a benefit you provide
Clients access their records, invoices and delivered files in a branded owner portal your company provides — the records you deliver, not a competing homeowner pitch.
Buying & migration
What to check
- Are customer, pool and equipment fields all supported on the record?
- Does the route, the quote and the invoice read the same customer?
- Can staff access be limited by role?
- Are agreements, invoices and photos filed per customer, not in a shared drive?
- Is payment status visible on the customer record?
- Can data be imported and exported by CSV?
Migrating in
- 1De-duplicate your client list before importing.
- 2Verify field names and pool associations against the import template.
- 3Test with a few records before loading the full list.
- 4Set staff roles so each person only sees what they need.
- 5Retain historic signed agreements and attachments in archives you can reach.
Pricing: Service Essentials $79/mo (2 staff), Business Premier $149/mo (5 staff), extra staff $15/mo each. See full pricing.
Frequently asked questions
- What does CRM mean for a pool service company?
- A CRM keeps customer contact details, pool and equipment information, service history, documents and billing on one record per customer. For a pool company, that record is the shared source of truth the route, the office, the quote and the invoice all read from.
- Can I run the company from my phone?
- Yes. Swimming Pool On Demand is phone-first for daily company administration — customers, routes, proposals, invoices and settings can be managed from the phone a tech carries in the field.
- Can I import my existing customers?
- Yes, customer and pool data import by CSV. Map the columns to the right fields and test with a small subset before loading the full list; data also exports by CSV.
- What do homeowners see?
- When their pool company uses Swimming Pool On Demand, customers get a branded owner portal with their service history, readings, photos, agreements, invoices and documents — the records the company delivers, not a separate homeowner marketing app.
- How are staff and companies separated?
- Staff accounts have roles such as Admin, Manager and Technician, each with only the permissions it needs. Each company's records are kept separate by database security rules the server enforces on every read and write.