Pool Service Business Software

Pool service software runs a pool route business: weekly and every-other-week stops, technician routes, water readings and notes from each visit, and billing. Field Promax keeps all of it on one work order per visit, so the office sees what the technician did at each pool the moment the job is closed. Most companies are set up within an hour.

Yes. Add each pool to the customer as equipment and give it your own fields, such as free chlorine, pH, alkalinity, salt, chemicals added and filter cleaned. Those fields appear on every work order the pool is attached to, the technician fills them in at the pool, and each visit is added to the pool's history, which you can download as a PDF. The fields need a phone signal to open.

Yes. Create a recurrence for each pool with the pattern you need, such as every week on Monday or every 2 weeks, the technician and the time window, and an end date or number of visits. Field Promax creates each visit's work order 7 days ahead. On the day, Optimize Routes puts each technician's stops in a shorter driving order and shows the miles and drive time.

Yes. The Field Promax mobile app shows each technician the day's stops on a calendar and a map, with directions to each pool. At the stop they check in, record the visit, add the chemicals or parts used, take photos and get a signature if needed. They can download the day's jobs ahead of time for spots with no signal and sync later.

On the customer's record. Notes hold things like gate codes, lockbox numbers, pets and where the equipment pad is, with attachments, and each note shows who wrote it and when. Technicians open the notes and the pool's past visits in the mobile app before they go through the gate, so a new tech on the route knows what to expect.

Yes, for US numbers. You can turn on texts that tell the customer when a visit is booked, remind them before it and send an On My Way text when the technician taps In Route. After the job is closed, Field Promax can text a link to leave a Google review. Text messages are not available for Australian numbers.

Each visit is a work order, and the work order is the invoice, so the service and any chemicals or parts added are already on it. You can bill each visit on its own or put a customer's visits on one monthly invoice. The technician can take a card payment at the pool or email a payment link, or the office sends the invoice to QuickBooks or Xero. Customer-specific prices, like a lower rate for an HOA, can be set once with price levels.

Yes. Build the estimate from your own price list, add photos of the broken pump or green water, and send it. The customer sees the photos, approves and signs online, and one click turns the approved estimate into a work order with every line item carried over. Technicians can also create estimates on site in the mobile app.

Yes. It connects to QuickBooks Online, QuickBooks Desktop or Xero, one at a time. With QuickBooks, customers, products, invoices, payments and expenses sync, so nobody retypes them. With Xero, customers and invoices sync, and each invoice arrives as a draft for you to approve.

Field Promax plans start at $99 per month, billed annually. See plans and pricing.