Overview
PoolBoss logs the equipment check at every visit, not just the water: filter pressure before and after, the state of the skimmer and pump baskets, and what the tech did about each. It saves to the pool's history, so a filter creeping up in pressure is a pattern you can see, not a surprise callback.
Equipment tracking
What you can do
What to check on the equipment at every visit
Alongside the chemical readings, the tech logs the equipment in a few taps: the skimmer and pump baskets and whether they were emptied, the filter pressure before and after, and the action taken, like a backwash or a cartridge clean.
It's the part of the visit that usually lives in a tech's head or a free-text note. Capturing it as structured fields is what turns it into a record you can actually use later.
- Skimmer and pump basket condition, and whether they were emptied
- Filter pressure before and after the service
- The action taken: backwash, cartridge clean, or none
Catch a failing filter before it's a callback
Filter pressure that climbs week over week is the early warning for a clean or a cartridge change. Because PoolBoss keeps the readings per pool, that climb is visible in the history instead of hiding until the water turns cloudy and the customer calls.
Equipment history that backs you up
Every check saves to the pool, so the equipment story sits right next to the chemical history when you open the account. If a customer questions a repair or a part, the record shows what the equipment was doing and what the tech did about it, visit by visit.
The same check rides along on the service report, so the customer sees the filter was serviced, not just the water tested.
- Every equipment check saves to the pool's history
- See the filter pressure trend across visits
- The check appears on the customer's service report
The detail generic tools push into a notes field
This is the kind of pool-specific record general field-service tools don't keep. On Jobber or Housecall Pro, basket condition and filter pressure end up in a free-text note if they're recorded at all. PoolBoss makes them structured fields, so the history is searchable and the trend is visible.
Why PoolBoss
Why pool pros choose PoolBoss
Built for pools, not bolted on
Water chemistry is the job, so it's the core of the product, not a notes field. Generic field-service tools don't track it.
Flat rate by pool count
You pay by how many pools you manage. No per-seat fees, no per-pool meter, and no surprise line on the bill as you grow.
Every feature on every plan
Nothing is locked to a higher tier. The Free plan has the same features as Fleet. Plans differ only by pool count.
Works in the field
The tech app runs on any phone and keeps working with no signal, so a visit completes at the pool and syncs when you're back on.
“Invoices go out automatically and customers pay by card from the email. I used to spend Sunday nights on billing. Now I don't.”
Priya Shah
Owner, Valley Blue Pools · San Diego, CA
FAQ
Common questions
What equipment should a pool tech check on every visit?
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.
How do I track pool filter pressure over time?
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.
Why does filter pressure matter for pool service?
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.
Can I keep an equipment history for each pool?
Yes. Every equipment check saves directly to the pool's record, 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.
Does the equipment check show up on the customer's service report?
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.
Do generic field-service tools track pool equipment?
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.
Is equipment tracking included on every plan?
Yes. Equipment tracking is on every plan, including Free. You can 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.
