Track every pool's equipment, and what you did about it

Yes. Each pool has equipment records for the pump, filter, heater, chlorinator or salt cell, automation, cleaner, and anything else on the pad. Each one holds the make, model, serial number, install date, warranty end date, notes, and a photo of the label. The pool page shows each record's warranty status, so when something fails you know right away whether it's still covered. Techs see the records on the phone and can add new ones, and admins and managers can edit or remove them.

Yes. When you build a quote or a job, you can pick the piece of equipment it repairs from that pool's records. The quote and the job both show it with its model, serial number, and warranty status, and a quote turned into a job keeps it. If the equipment record is later deleted, the quote or job stays.

The skimmer and pump baskets, the filter pressure before and after service, and the action taken on each. PoolBoss logs all of this in a few taps: basket condition, filter pressure readings, and whether the tech backwashed, cleaned the cartridge, or left things as-is. That information saves to the pool's history immediately, so you are not relying on memory or a note buried in a job record if a customer later asks what was done. It also means the next tech who visits that pool can pull up exactly what the equipment looked like on prior visits before they touch anything. Equipment checks are not an add-on or a separate workflow - they are part of the standard visit log, the same way chemical readings are. Every plan includes the full equipment check, including Free, so there is no tier you need to upgrade to before your techs can start logging this.

Log the filter pressure before and after each service visit and PoolBoss saves it to that pool's history automatically. Every time a tech records a pressure reading, it stacks with the readings from prior visits, so you can see the trend across weeks rather than just today's number in isolation. A pressure reading that climbs week over week is the early warning that a clean or a cartridge change is due. You can catch that pattern in the history before it shows up as cloudy water and a customer calling to complain. The alternative is relying on whatever the tech remembers from last time, or digging through free-text notes. Because PoolBoss keeps the reading as a structured field tied to the pool, the climb is visible in the pool's record the moment you open the account. You do not need to do anything special to enable this - it is part of every visit log on every plan.

Rising filter pressure means the filter is loading up and water flow through it is dropping. When flow drops enough, the water does not turn over properly and it starts to go cloudy. Left long enough, that becomes a call from the customer wondering why their pool looks bad after you were just there. Tracking pressure before and after a backwash tells you whether the clean actually worked - if the after-pressure is still high, the filter may need a cartridge clean or a more thorough service, not just a backwash. Tracking it visit over visit tells you when to expect that service before the water gives you the signal. PoolBoss keeps pressure readings as a field on every visit record, so the pattern is part of the pool's history rather than something a tech has to recall from memory. A pressure reading that looks normal in isolation can look like a steady climb when you see it next to the last six visits.

Yes. Every equipment check saves directly to the pool's record, next to the pool's equipment records with their model, serial number, and warranty, so basket condition and filter pressure readings accumulate visit by visit in that pool's history. When you open an account, the equipment story sits right next to the chemical history - you can see both in the same place without switching between records. That history is what turns a recurring problem into something you can see coming and plan for. If a skimmer basket has been in poor condition across three consecutive visits, that is visible in the record. If filter pressure has been trending up for a month, that is there too. It is also what backs you up when a customer questions a repair or a part. Rather than describing what the equipment was doing from memory, you can show what the tech recorded visit by visit - condition logged, action taken, readings before and after. Every plan includes full equipment history, including Free.

Yes. The equipment check rides along on the service report from that visit, so the customer sees the filter and baskets were checked and serviced - not just that the water was tested. That detail matters because customers often assume their tech was in and out quickly just testing the water. When the service report shows the basket was cleared, the filter pressure was 18 psi before and 12 psi after backwash, and the cartridge was inspected, it makes the visit legible. The customer understands what they paid for. It also reduces the kind of disputes that come up when something fails and the customer asks whether it was checked. The record shows exactly what condition the equipment was in and what action the tech took. Because this is a structured field rather than a notes entry, it appears consistently on every report without requiring the tech to remember to write something in.

Not in a structured way. Tools like Jobber and Housecall Pro are built for general field service, so equipment details - if they are captured at all - go into a free-text notes field. That means the data is not comparable across visits, not searchable in any useful way, and not visible as a trend. PoolBoss records basket condition and filter pressure as structured fields on every visit, which means the readings are tied to the pool, they stack into a history, and the trend is visible the next time you open the account. That is a meaningful operational difference: a pressure reading sitting in a notes field tells you nothing about last month; a pressure reading saved as a field in the pool's history tells you exactly how that number has moved. The pool-specific structure is something generic tools do not provide because they are not designed for it. PoolBoss is.

Yes. Equipment tracking is on every plan, including Free. You can keep equipment records with warranty status for every pool, and log basket condition, filter pressure before and after, and the action taken on every visit starting from day one, without paying for an upgraded tier. Plans differ only by how many pools you manage - Free covers up to 20 pools with one admin, Startup is $29 per month for up to 100 pools, Pro is $79 per month for up to 250 pools, and Fleet is $249 per month with no pool ceiling. Every feature, including the full equipment check and the visit-by-visit equipment history, is available on all of those tiers. There is no version of PoolBoss where equipment tracking is locked behind a higher plan. If you are running a small operation on the Free plan, your techs log the same equipment fields and you see the same history as a Fleet account managing hundreds of pools.