Prospects to customers
Keep every lead in one pipeline and convert it to a customer without re-entering their details.
Features
Everything a pool service company runs on. In one place.
Sell the account, route the week, prove the visit, invoice the work, and see what each route actually earns — without stitching together four apps and a spreadsheet. Here is the whole thing, module by module.
Sales
Win the account — quote, propose, sign
Track a lead, quote a property with every pool priced from real cost, turn the quote into a proposal, and close it with a signed contract — without re-typing the same data four times.
Multi-pool quotes from real cost
Price a property with several pools where each pool's cost rolls into the number — not a round figure you hope covers it.
E-signed contracts
Accepted proposals become contracts signed electronically, with a frozen hash and certificate that hold up later.
Routes & scheduling
Build the week on a map, not in your head
Lay out routes on the map, see every technician's day, and move stops around when the week changes — without redrawing anything by hand.
Map-based route builder
Drag and drop stops on the map to build and balance routes instead of guessing the order.
Tech-by-day schedule
See each technician's day at a glance and spot the gaps and the overloads before Monday.
Reassign when plans change
Someone calls out or a route runs long — redistribute the day's stops in a few clicks.
Field execution
The tech's day, guided and captured
Walk the technician through the visit, capture readings against target ranges, and keep photos even when the signal drops.
Guided visit
The app walks the tech through each stop so nothing gets skipped on a busy route.
Readings with target ranges
Chemistry is captured against target ranges with dosage guidance — not scribbled on a clipboard.
Photos survive dead zones
Photos queue on the phone and upload when signal returns, so proof is never lost in a pool cage or a basement.
Proof & compliance
Prove the visit happened — before anyone asks
Every visit produces a record you can send to the customer and defend later: readings, checklist, photos and location.
Customer visit report
Send a clean report of what was done, so "did you show up?" is answered with a document.
GPS-stamped presence
Each visit carries where and when it happened, so a skipped-visit claim meets a timestamp.
Checklist compliance
See which checklists were completed, per technician and per stop, without chasing anyone.
Billing & money
Invoice the work and keep balances straight
Turn completed work into invoices, email the PDF, and always know what each customer owes — without a second app.
Invoices with PDF & email
Generate an invoice, attach the PDF and email it from one place — so billing stops being an evening job.
Customer statement
See what each customer owes and what they have paid, in one running statement.
Accounts receivable
Track what is outstanding and how old it is, so overdue balances stop slipping through.
Profit intelligence
Know which work makes money
See which accounts and routes are profitable, what each job really cost, what your trucks cost you, and what materials are eating the margin.
Profit per account & route
A P&L per customer and per route — real cost in, profit out — so you reprice or drop the losers on purpose.
Planned vs. actual per job
Compare what a job was supposed to cost with what it actually cost, and see where the margin went.
Fleet cost (TCO)
Truck cost is tracked and spread across the accounts that used it, so windshield time stops hiding.
Purchasing & inventory
Raise RFQs, receive stock and track inventory, so material cost is a number instead of a surprise.
Team & partners
Everyone who does the work — in the right lane
Run employees on the clock and give subcontractors their own isolated portal that never exposes the rest of your book.
Employees & time
Collaborators clock in and out at the door, so hours are recorded where the work happens.
Isolated subcontractor portal
Subcontractors work in a portal that shows only their own jobs — nothing else in your book is visible.
Projected payout
Subcontractors see what they are on track to be paid, so payout is clear before the invoice.
Platform
Fast to adopt, safe to run
The parts that make the whole system quick to start and easy to trust — languages, search, permissions and a switch you can undo.
Three languages
English, Portuguese and Spanish, switchable at runtime for a mixed crew.
Import with dry-run & undo
Bring your data in, validate it row by row before it goes live, and undo the whole import if it is wrong.
Find anything with Ctrl+K
Jump to a customer, property or contract from anywhere — the answer to a customer on the phone takes seconds, not a menu hunt.
Roles & permissions
Give each person the access their job needs — no more, no less.
You've seen how it works. Now see it in your own numbers: which account makes money and which one loses it.
See your profit per accountAdoption
Set up in an afternoon, not a quarter
Import and go
Bring your accounts in from a spreadsheet or your current app, dry-run the import to catch bad rows before anything goes live, and undo the whole thing in one click if it looks wrong. No two-week data-entry marathon before you see value.
Honest about what ships
Everything on this page is in the product today. Anything still on the roadmap is labelled as such — never dressed up as ready. You always know exactly what you are buying.
The details underneath
The parts that do not fit on a feature card — open a group to dig in.
Your data stays yours
One company can't see another
Every record is scoped to your company, so data never leaks across businesses on the platform.
Scoped to the right owner
Views like a customer's financials are filtered to that customer end to end — not just hidden in the interface.
Signatures that hold up
E-signed contracts carry a frozen hash and a certificate, so the signed version is provable later.
In the field
A guided visit
The technician is walked through each stop, so readings, checklist and photos are captured the same way every time.
Photos wait for signal
Photos queue on the phone and upload when a connection returns; live data such as the schedule needs a connection to sync.
A missed visit is still a record
When a stop can't be serviced, the reason and location are captured — not left blank.
Fast to adopt
Import you can undo
Validate the import row by row before it goes live, and reverse the whole thing in one click if it is wrong.
Guided tours in-app
Each screen can walk a new user through what it does, so onboarding does not depend on a manual.
Light and dark themes
Pick the theme that reads best in the truck or at the desk.
See it on your own accounts
Start a free trial with your data, or see the demo now — a company with a year of routes, already loaded.
30-day free trial. Card on file, nothing charged until it ends, cancel any time.