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Scheduling |
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| Optimize Routes Auto-optimize driving order on web and mobile app with one tap |
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| Real Time Progress Indicators Statuses & progress bars on map and route list update in real-time as techs complete route stops & jobs without needing to manually refresh any data |
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| One-time & Permanent Moves Easily cover the unexpected with drag & drop or a few clicks |
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| Drag & Drop Map Markers Drag and drop map markers directly from map to any route to change schedule |
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| Show Nearest Routed Properties Displays the nearest ( X ) routed properties to any other property (know where to schedule a newly activated property in seconds) |
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| Routes Keep Their Saved Order Properties stay put on routes when techs are terminated or reassigned so you don't have to rebuild them. Remove or assign a tech on any route with a couple clicks |
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| Filter Clean Auto-Scheduling Filter clean jobs are auto-created based on last cleaned date or any schedule and template you choose. Last cleaned date is auto-updated when filter clean process is completed during any job type. |
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| Salt Cell Clean Auto-Scheduling Salt Cell clean jobs are auto-created based on any schedule and template you choose. Last cleaned date is auto-updated when salt cell clean process is completed during any job type. |
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| Multiple Visits Per Week Ability to schedule route stops for multiple days per week |
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| Every ( X ) Weeks Set any custom route schedule frequency for any number of weeks |
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| Multi-Day Scheduling View 1 day, 2 day or 5 day (week) views on scheduling map |
daily or weekly view only | |
| Advanced View Filtering On scheduling page, filter routes/jobs shown by any combination of technician, job type (route stop, one time job, filter clean, salt cell clean), customer tag and job status (not started, in progress, no access, completed, closed) |
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| Save Custom Views Filtered views on scheduling/alerts pages can be customized, set as default and/or saved per user for quick access at any time |
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| Auto-notify Customers When Route Day Changes Email customers automatically when route day is changed either permanently or temporarily (different templates/time settings for each and day changes are tracked automatically by system) |
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Quotes (estimates) |
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| Send Quotes To Customers Via Web Create & send quotes via web dashboard |
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| Send Quotes To Customers Via Mobile App Create & send quotes via mobile app |
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| Add Pictures To Quote Line Items One click or tap to add pictures to any quote line item |
not line item specific | |
| Add PDFs To Quote Line Items One click or tap to add PDF documents to any quote line item |
not line item specific | |
| Add Custom Labels To Quotes Add pre-set labels to any line item with a click (recommended, optional, required, important, etc) |
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| Customer Can Approve Quote Directly Customers can approve or deny quotes with a click directly on the quote that was sent |
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| Quotes Become Jobs Automatically Once a quote is approved by customer or office staff, a job will be auto-created to perform the work |
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| Notification Controls Auto-send details to any custom email address(es) when customer approves or denies a quote |
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| Know When Customer Views Quote Indicator shows when customer has viewed a quote with date/time info |
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| Auto-email Quote Reminders Auto-email follow up messages for any open quote based on how many days old the quote is (can create as many reminders you want for any frequency/settings you want) |
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Jobs (work orders) |
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| Job Templates Save specific job settings to templates so you can create common job types easily on demand |
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| Jobs & Route Stops Categorized Separately One time Jobs & Route Stops (maintenance work) are clearly marked and categorized throughout web and app |
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| Custom Preset Time Windows Customizable time windows can be saved in settings and selected on jobs in one click |
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| Duration Is Automatically Updated Job times are auto-updated based on services added to the job. For example, if the duration for service A is 1 hr and service B is 2.5 hr, then the job duration auto-updates to 3.5 hr. |
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| Jobs Become Invoices Automatically Invoice is automatically created when job is closed if any products/services exist on the job |
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| Guided Workflows Correct actions are always performed in the required order and at the correct times no matter which technician services the property. Training time/cost, customer complaints, canceled accounts and bad reviews are drastically reduced. |
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| Log Chemical Reading & Dosing Info Chemical reading and dosing data can be recorded on both one time jobs and route stops (maintenance work) |
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| Automatic Chemical Dosing Desired reading targets can be saved in settings. After readings are entered in app, chemical dosing amounts are auto-filled into the proper fields with no action required by technician. |
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Billing |
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| Built In Billing Quickbooks Online / 3rd party program not required to perform billing actions |
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| Create Invoices Invoices can be automatically or manually created inside the program |
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| Create Payments Payments can be automatically or manually created inside the program (check, cash, credit card, ACH) |
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| Process Refunds Refunds can be processed inside the program |
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| Set Prices By Service Level / Type With two clicks (service level & type), both workflow and pricing is automatically setup for any customer based on your settings but can be changed for any custom situation |
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| Flat Rate Billing (in advance or arrears) Charge a single flat rate each month for maintenance services |
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| Per Visit Billing (in advance or arrears) Charge an amount each month based on the number of route stops actually performed (arrears) or number of route stops scheduled (in advance) |
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| Charge Extra For Chemicals Option to automatically include additional charges for chemicals used |
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| "Pay Now" Option On Invoices Customers can pay any invoice you send with a click & enter credit card or ACH details |
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| Auto-Create Monthly Invoices Automatically create all your monthly invoices for route stops with no manual work required |
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| Auto-Charge Credit Card / ACH Automatically charge the payment method on file and if payment is successful, a paid invoice receipt will be sent. Automatic retries if card is declined. |
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| Retry Auto-Charge after Decline Automatically attempt to charge the same payment method for a set number of days if auto-payment is declined |
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| Auto-Email Invoices / Invoice Receipts Customers receive monthly invoices automatically after they are auto-created and auto-paid. If auto-pay is not active or declines, customers will receive an invoice instead. |
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| Know When Customer Views Invoice Indicator shows when customer has viewed an invoice with date/time info |
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| Auto-email Invoice Reminders Auto-email reminders for any open quote based on how many days old the quote is (can create as many reminders you want for any frequency/settings you want) |
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| Recurring Discounts Create start up specials, customer referral credits, easy pro-rating or any other discounts to be automatically added to monthly invoices for a preset number of months |
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| Auto-Apply Payments / Acct Credits to Next Invoice Option to auto-apply any existing payment or credit balance to the next created invoice(s) for a customer |
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| Control Tax Rates Create tax names/rates and set default for company and customer property level |
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| Set Billing Terms Per Customer Different Terms settings (time until invoice is past due) can be changed for each specific customer |
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| QuickBooks Online Invoice Syncing (Bi-directional) Invoices are auto-synced between the two programs |
auto-sync (2 way) | (2 way) no auto-sync |
| Quickbooks Online Payments/Refunds Syncing (Bi-directional) Payments and refunds are auto-synced between the two programs |
auto-sync (2 way) | (2 way) no auto-sync |
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Products & Services |
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| Products Create and manage products to be added to quotes, jobs and invoices |
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| Services Create and manage services to be added to quotes, jobs and invoices |
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| Bundles Create bundles to group multiple products and services together so they can be added to quotes/invoices with 1 click (option to hide individual prices and only display a flat rate for the bundle) |
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| Save Photos to Products/Services Photos can be saved to specific products/services and then automatically added to line items on quotes |
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| Save PDFs to Products/Services PDF documents can be saved to specific products/services and then automatically added to line items on quotes |
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| Categories Create categories to organize products, services & bundles however you like |
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| Sub-Categories Create subcategories to organize products, services & bundles within multiple tiers |
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| Quickbooks Online Import for Products/Services Existing products and services in QBO can be imported into the program |
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| Quickbooks Online Syncing for Products/Services (Bi-directional) When products and services are created or edited in the program, they sync to QBO and vice versa |
auto-sync (2 way) | (2 way) no auto-sync |
| Quickbooks Online Import for Categories Existing categories and subcategories in QBO can be imported into the program |
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| Quickbooks Online Syncing for Categories (Bi-directional) When categories and subcategories are created or edited in the program, they auto-sync to QBO and vice versa |
auto-sync (2 way) | |
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Customers |
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| Import Customers via Quickbooks Online Existing customers in QBO can be imported into the program |
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| Customer Details Notes, contacts, gate code, access info and dog info can be stored and managed |
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| Multiple Addresses Create multiple property addresses belonging to the same customer |
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| Proof of Service Emails (auto-send) Customizable emails are automatically sent when a route stop is completed (if enabled) |
manual send only | |
| Configure Proof of Service Emails Per Customer Proof of service emails can be turned off or have the recipient changed for single customers or different properties belonging to the same customer |
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| Send Emails From Your Own Domain Send emails from your own email address / website domain with DKIM setup instead of from a generic email like notify@poolbrain.com |
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| Automatic Swim Wait Message System automatically includes a custom "wait to swim" message in proof of service email if specific chemicals are used on a route stop |
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| Customer Feedback Customers can leave 1 tap feedback in proof of service emails or customer portal that gets saved to technician scorecard |
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| Customer Portal Customers can login to view all their past job and route stop details on demand |
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| Customer Statuses (auto-updated) View customers by all of the following statuses: active-routed, active-no route, inactive, and lead. All statuses are automatically updated and tracked. |
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| Quickbooks Online Syncing (Bi-directional) Changes made to customer info in the program sync to QBO and vice versa |
auto-sync (2 way) | (2 way) no auto-sync |
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Multiple Bodies of Water |
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| Custom Names Choose a custom name for multiple bodies of water on a single property |
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| Custom Colors Choose a custom color for each body of water for easy reference |
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| Track Gallons Save gallons/volume for multiple bodies of water on a single property |
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| Categorize by Type Choose a pre-set body of water type such as "pool, spa, fountain, etc" when creating a body of water |
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| Manage Equipment Track and manage equipment settings for multiple bodies of water on a single property |
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| Manage Guided Workflows Create separate guided workflows per body of water for technician to complete in mobile app (not just checklist items) and trigger workflows based on the equipment saved for that body of water |
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| Individual Pricing Option to set price charged to customer by body of water (separate line items on invoice) without additional manual work or workarounds |
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| Track Chemical Usage Chemical usage can be auto-tracked and viewed based on specific body of water |
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| Track Chemical Cost Chemicals usage and cost can be auto-tracked and viewed based on specific body of water |
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| Track Technician Pay Auto-calculate and track technician pay amounts by body of water |
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| Color-coded Labels Bodies of water are clearly labeled and color coded throughout the web dashboard and app for alerts, reports, jobs/route stop lists and more |
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| Tabbed Interface Bodies of water are displayed and accessed via 1 click tab interface for easy management |
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Equipment Tracking |
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| Equipment Tracking Save equipment details for any body of water using app or web |
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| Equipment Notes Save equipment notes using app or web |
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| Equipment Pictures Save equipment photos using app or web |
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| Equipment Types Select & track preset equipment "Types" such as cartridge, DE, Sand, Variable Speed, Single Speed, etc |
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| Equipment Icons Bar At a glance icons display the specific equipment selected for any body of water |
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| Auto-Update Guided Workflows Job/Route Stop guided workflows change automatically based on the equipment selected for a body of water |
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Alerts & Issue Reporting Dashboard |
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| Alerts Dashboard When alerts are generated, they appear in an organized to do list based on priority level and date/time so your team always knows what to work on next. Office staff can review and dismiss the alerts solo or as a team directly in the program. |
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| Customizable Alerts System triggers alerts automatically based on your settings. Customize which alerts you want to see and when. Use the default alerts or create your own. You can trigger them based on service level or equipment type and choose individual priority levels among other things. |
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| Categorized Issue Reports Technicians can report issues to the office from the field using preset categories (water level low, algae, system down, no power, no access, weather, repair needed, etc). Choose if notes are required, photos are required or both. |
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| Chemical Alerts Get alerted if any chemical is out of range (too high or low) by any amount you set |
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| Flow / PSI Alerts PSI at zero (pump down), PSI too high (clogging filter, deadhead, etc), PSI trending down (clogging impeller or other issue) |
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| Time Alerts Not enough time on site, too much time on site & late start |
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| Cost and Leak Alerts Chem cost too high on single visit, salt trending down / CYA trending down (leak confirmation as they do not break down or evaporate) |
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| Context At A Glance Alerts have unique icons and color codes so you know the story at a glance. They also have numbers above them to show how many visits in a row the alert has triggered. |
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Service Levels |
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| Service Levels Create default settings based on tiers of service (e.g. Full Service, Chems Only, Hot Tub Service, VIP, etc). Select a service level for any body of water to auto-update workflow items, required chem readings, billing price & tech pay settings with a single click. Greatly reduces office staff training, errors and time spent. |
no tech pay / chems & it's set for property, not body of water | |
| Billing Price Automatically turn on/off the "charge for chems" toggle based on service level and type selected. Automatically set what the monthly or per visit price should be |
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| Technician Pay Automatically set technician pay based on service level and type selected (system also checks the role assigned to technician so you can pay techs different rates if you wish) |
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| Guided Workflows Create service levels that automatically set the required order that items/actions must be completed on any body of water. What happens, when it happens, how often it happens, whether a photo is required, if/when it should be stopped, you name it. |
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| Before & After Picture Requirements Automatically set whether before and after pics are required/not required based on service level selected. (before pics are required at beginning of job so before pics are REALLY before pics) |
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| Custom Chem Reading Requirements & Frequency Automatically set which chemical readings are required to be entered in the app and how often based on service level (For example.... you could require chlorine, ph alkalinity every visit but CYA every 6 visit and Phosphates ever 12 visits) |
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| Backwashing Requirements Automatically set how often sand/DE filters should be backwashed based on service level (always customizable for each body of water) |
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| Filter Clean Requirements Automatically set how often cartridge/DE filters should be cleaned by tech on a route stop based on service level (if you charge extra or have different techs do this, you can have additional jobs created automatically instead with pre-filled settings) |
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| Salt Cell Clean Requirements Automatically set how often salt cells should be cleaned by tech on a route stop based on service level (if you charge extra or have different techs do this, you can have additional jobs created automatically instead with pre-filled settings) |
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| Pump Priming Requirements (PSI logging) Automatically set whether tech is required to prime pump & record PSI as one of the last things they do before they leave the property based on service level. This gives consistent PSI readings and automatic office alerts if a pump is down, priming poorly or has an impeller that is clogging. |
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| Alerts Set alerts to only trigger when actions are taken on specific service levels. For example, a "Not Enough Time On Site" alert that triggers if tech spent less than 15 minutes for a "Complete Care" service level and one that triggers if the tech spent less than 4 minutes on a "Chems Only" service level. |
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Technicians |
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| Effortless Setup (no usernames/passwords) Enter tech's name / phone number and you're done. Tech is created and automatically texted a link to download app. They connect it just by entering their phone number. No usernames or passwords. |
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| Issue Reports When a technician needs to report something to the office, it can be done directly from the app with notes and photos |
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| Guided Workflows Tasks must be completed in the required order. They can't be skipped, forgotten or cheated and training is drastically reduced. Correct actions are performed at the correct times no matter which technician services a property. |
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| Technician Pay Auto-calculate "per route stop completed" technician payroll. Set different pay levels for different techs, properties, bodies of water, service levels and types. |
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| Technician Bonus Pay for Covering Routes Auto-calculate a bonus amount when a tech completes a route stop for a different technician. |
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| Technician Commissions Automatically track job commission pay and sales commission pay from quote to job to invoice. |
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| Technician Scorecards Customer feedback, stats, chem use/costs, pay and trends are tracked & displayed for each tech |
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| Technician Photos Add a picture of the tech to display in job lists, route map/route cards, proof of service email and more |
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Mobile App |
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| Native App For iOS (iPhone) & Android App installs natively to the device and is not a "web app" |
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| App Works With No Cell Signal (even for logging in) App designed so techs can login and complete work under any signal conditions |
signal required to login | |
| No User Names Or Passwords App is linked to the tech after entering their phone number once. Prevents login credentials from being shared or compromised (more secure), setup is fast & app works without signal in all cases. |
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| Unlimited Photos Take unlimited photos on any job/route stop in app |
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| Create & Send Quotes from App Create and send quotes directly from the app |
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| Issue Reports When a technician needs to report something to the office, it can be done directly from the app with notes and photos |
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| View All Jobs & Route Stops On Map |
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| Optimize Driving Order 1 tap auto-optimization to rearrange order of stops for the day |
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| Prevent Technician From Changing Order If desired, 1 click will lockout a technician from being able to change the route order in app |
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| Save Chemical Readings |
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| Save Chemical Dosings |
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| Chemical Reading / Dosing History Graph View chem reading & dosing history on a graph for each body of water for any date range you want |
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| Chemical Auto-Dosing Desired reading targets can be saved in settings. After readings are entered in app, chemical dosing amounts are auto-filled into the proper fields with no action required by technician. |
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| Readings & Dosing Entries Can't Be Forgotten or Skipped Readings are required based on service level settings. Technician can see at a glance if they have or haven't confirmed dosing amounts yet. App won't let them complete the job without either recording which chems were used or confirming no chems were used that visit (1 tap). |
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| Guided Workflows Correct actions are always performed in the required order and at the correct times no matter which technician services the property. Training time/cost, customer complaints, canceled accounts and bad reviews are drastically reduced. |
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| Checklist Items Can't Be Skipped, Forgotten or Cheated If tech skips/forgets a required item, app forces them to complete the item. Option to require tech to take a new photo proving item was completed. |
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| Technician Must Start Job To Complete Work When tech arrives at a property, they must start the job/route stop before they are able to complete any work. This ensures start and finish times are always accurate. (If tech can't access property, they can mark it as "no access" in one tap) |
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| Gallonage Calculator Built in calculator guides tech on which measurements to enter and then auto-calculates and saves gallonage to the account |
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Reports |
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| Customer Report | ||
| Jobs Report | ||
| Quotes Report |
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| Invoice Report |
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| Payment Report |
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| Technician Pay - Per Route Stop Report | ||
| Technician Pay - Commission Report (Jobs & Sales) | ||
| Technician Time Report | ||
| Chemical Usage & Costs Report | ||
| Chemical Pricing Report | ||
| Route Profit Breakdown See properties that are profitable, low profit and losing money. Average profit per property, profit $, profit %, invoiced amount, chem spend, and technician pay associated with each property. |
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| Job Activity Logs Shows timestamped activity for all actions taken in mobile app by technician for all jobs & route stops with supporting pics and notes for each entry |
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| User Activity Logs View timestamped activity logs for all actions taken by users on specific invoices, quotes, scheduling moves, etc |
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Getting Started, Support & Experience |
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| Free Onboarding & Customer Support | ||
| Startup Trial Or Special | 30 day free trial | 30 day free trial |
| Price Comparison Based on 3 technicians servicing 80 pools a month each use pricing calculator |
$175 / mo (no pricing tiers) |
$145 / mo (active tech pricing + $25/mo for QBO) |
| Founded by industry experts who built a large pool company from the ground up over 15+ years |