Everything PoolBoss does

For the office

Routes, schedules, crew, billing, and the numbers behind the business.

• Route managementPoolBoss builds recurring routes that repeat on a set schedule, keeps your stop order week to week, and puts each day's stops on the assigned tech's phone.
• Route map & dispatchPoolBoss draws each day's route on a map with stops in service order, colored by status, and shows each tech's progress and a projected arrival time for every stop.
• SchedulingPoolBoss schedules pool service as recurring routes, creates each visit from the route's frequency, and lets you change one day without touching the pattern.
• Technician managementPoolBoss gives each technician their own login and routes, limits them to recording their own visits, and reports each tech's workload, pay, and labor cost.
• Service types, checklists & completion rulesPoolBoss checks every visit against the photos, readings, and checklist items you require, and logs the tech's reason whenever a visit is completed with something missing.
• Customer recordsPoolBoss keeps one record per customer with their contact details, every pool you service for them, and each pool's visit, reading, and billing history.
• Billing and invoicingPoolBoss drafts each month's invoices from completed visits, sends them with an online payment link, and charges autopay customers when an invoice comes due.
• Quotes, jobs & repairsPoolBoss sends quotes that customers accept or decline online, turns an accepted quote into a job or an invoice, and tracks each job's cost, margin, photos, and signature.
• QuickBooks OnlinePoolBoss sends your customers, sent and paid invoices, payments, refunds, and account credits to QuickBooks Online, so your books match your billing without double entry.
• API & webhooksPoolBoss gives your other tools a REST API to read your customers, pools, visits, and invoices and add customers, plus signed webhooks when a visit is completed or an invoice is paid.
• ReportingPoolBoss builds financial and operations reports from your visits, readings, and invoices, including invoiced versus collected, AR aging, chemical cost per pool, and profitability by customer, tech, and route.
• Switching softwarePoolBoss imports customers, pools, service types, routes, and service history from a CSV or Excel file and matches the columns for you.

What that covers

• Optimize stop order with a preview, and nothing moves until you confirm. Route management
• Customer arrival windows the optimizer works around. Route management
• Start, end, or round-trip points for optimization. Route map & dispatch
• Gate codes and access notes on every stop. Route management
• Unrouted pools, each with a suggested route. Route management
• Move a day's stops, or a batch of them, to another tech. Scheduling
• Admin, manager, and technician roles. Technician management
• Stops per day, visits per week, skipped and missed counts per tech. Technician management
• Time off, with a flag when a tech's stops aren't covered. Technician management
• Technician pay: hourly, commission, per-stop, per-service-type, and bonuses. Technician management
• Required readings, each set to warn or block. Service types, checklists & completion rules
• Required photos and checklists by service type. Service types, checklists & completion rules
• A checklist and required readings of its own for each service type. Service types, checklists & completion rules
• Checklist items required on a pool or every Nth visit. Service types, checklists & completion rules
• Every override logged with the tech, time, and reason. Service types, checklists & completion rules
• Service types limited to certain techs, or set to alert the office. Service types, checklists & completion rules
• Quotes customers accept or decline on a web page. Quotes, jobs & repairs
• Jobs with line-item margin, photos, and a customer signature. Quotes, jobs & repairs
• Quotes and jobs that name the equipment being repaired. Quotes, jobs & repairs
• Repeating jobs: monthly, quarterly, twice a year, or annually. Quotes, jobs & repairs
• Monthly invoices drafted from the visits each customer received. Billing and invoicing
• Autopay, with declined cards retried on a schedule. Billing and invoicing
• Staged reminders on overdue invoices, and monthly statements. Billing and invoicing
• Optional late fees, disclosed before any fee is charged. Billing and invoicing
• Account credits on the customer record. Customer records
• Each pool's equipment with make, model, serial, and warranty status. Customer records
• Invoices, payments, refunds, and credits sent to QuickBooks Online. QuickBooks Online
• A REST API with company keys, read-only or read-write, for your other tools. API & webhooks
• Signed webhooks when a visit is completed or an invoice is paid. API & webhooks
• Invoiced versus collected, and AR aging as of any date. Reporting
• Profitability per customer, technician, and route. Reporting
• Customer margin after labor. Customer records
• Chemical cost per pool per month, from the doses techs log. Reporting
• Import customers, pools, routes, and service history from CSV or Excel. Switching software

For your techs in the field

Today's route, readings, doses, equipment checks, and equipment records on the phone they already carry.

• Mobile appPoolBoss gives each tech an iPhone and Android app that shows today's route in stop order and completes visits with readings, photos, and checklists, even with no signal.
• Chemical trackingPoolBoss records the water readings your techs take at every visit, calculates LSI on the spot, and recommends doses sized to the pool.
• Water balance (LSI) & dosingPoolBoss calculates LSI live on every visit, corrected for cyanuric acid and salt, keeps an LSI history for each pool, and recommends a product and amount for each out-of-range reading.
• Equipment trackingPoolBoss keeps a record of each pool's equipment with its model, serial number, and warranty, and records an equipment check at every visit: baskets, filter pressure before and after, the filter action, and any fault found.

What that covers

• Full visits with no signal, synced when it's back. Mobile app
• Photos queued offline, with a sync log and conflict logging. Mobile app
• A warning before completing a visit with a required item missing. Mobile app
• LSI calculated live, corrected for cyanuric acid and salt. Water balance (LSI) & dosing
• Each pool's LSI trend, against a balanced band you set. Water balance (LSI) & dosing
• Doses sized to the pool, showing reading, target, product, and amount. Water balance (LSI) & dosing
• A log of the chemicals the tech added, prefilled from the recommendation. Water balance (LSI) & dosing
• Your own reading ranges, product names, and reading types. Chemical tracking
• One office follow-up per pool for an unsafe or repeated bad reading. Chemical tracking
• Chemical stock at the shop and on each truck, drawn down by logged doses. Chemical tracking
• Filter pressure, baskets, and faults on every visit. Equipment tracking
• Equipment records techs view and add on the phone, with warranty status. Equipment tracking
• The checklist for each stop's service type, offline too. Mobile app

For your customers

Proof of every visit, and one place to see the history and pay.

• Service reportsPoolBoss turns every completed visit into a service report and emails it to the customer automatically, with readings, photos, the checklist, and the tech's notes.
• Customer portalPoolBoss gives each customer a portal, opened from a link with no password, where they see their visits, readings, photos, and invoices and pay online.

What that covers

• A service report emailed when each visit is completed. Service reports
• Visit history with readings, photos, and the tech's notes. Customer portal
• Invoices and statements, with Pay Now. Customer portal
• A saved card or bank account, and autopay. Customer portal
• Quote approval online, and a rating for each visit. Customer portal

How PoolBoss works

One customer, from the day you add them to a paid invoice in your books.

1. 1. Customer

   Add the customer, or import your whole book from a spreadsheet.

   Customer records

2. 2. Pool

   Add each pool with its volume, sanitizer, and gate code.

   Customer records

3. 3. Route

   Put the pool on a recurring route, in driving order, with a tech assigned.

   Route management

4. 4. Visit

   The stop shows up on the tech's phone on the right day, signal or not.

   Mobile app

5. 5. Readings

   The tech logs readings, PoolBoss calculates LSI and a dose, and the tech logs what went in.

   Water balance (LSI) & dosing

6. 6. Report

   Completing the visit emails the customer a service report.

   Service reports

7. 7. Invoice

   On your billing day, PoolBoss drafts the invoice from the visits.

   Billing and invoicing

8. 8. Payment

   The customer pays online or by autopay, and the invoice is marked paid.

   Billing and invoicing

9. 9. QuickBooks

   The invoice and payment go to QuickBooks Online.

   QuickBooks Online

10. 10. Portal

    The customer sees their history and invoices in the portal, any time.

    Customer portal