Overview
PoolBoss turns the visits, readings, and invoices your team already logs into four core reports: revenue invoiced versus collected, chemical cost per pool, technician productivity, and route profitability. Every report compares the current period against the one before it automatically, so a number moving the wrong way shows up without exporting anything to a spreadsheet. Reporting is on every plan, including Free.
Reporting
What you can do
Revenue and chemical cost without a spreadsheet
The revenue report shows what you've invoiced against what customers have actually paid, so collections and bookings are two separate numbers instead of one number you have to guess apart.
Chemical cost per pool works off the per-chemical unit costs you set once in settings. Every dose a tech logs during a visit turns into a cost automatically, so a pool that's quietly burning through chlorine shows up in the numbers instead of staying invisible until the chemical bill arrives.
- Revenue invoiced versus revenue collected, by month
- Chemical cost per pool, computed from logged doses
- Outstanding balance list for what's still owed
Revenue · invoiced vs collected
Full report →Route profitability
billed − est. chemical costFull report →| Route | Billed | Chem cost | Profit |
|---|---|---|---|
| Westside Monday | $7,200 | $612 | $6,588 |
| Commercial — East | $5,150 | $908 | $4,242 |
| North Loop | $4,890 | $531 | $4,359 |
Chemical cost per pool
Full report →Technician productivity
Full report →Which techs and which routes are worth the truck
Technician productivity shows visits completed per tech per week and average stops per day, so a slow week shows up as a number instead of a feeling. Open any tech's scorecard for on-time visits, arrival-window adherence, skips and misses, return trips and customer ratings over the dates you pick.
Route profitability sets revenue against chemical cost for each route, which is the number that tells you whether a route is actually worth running the way it's built today.
- Visits completed per technician, per week
- Average stops per day, per technician
- Revenue versus chemical cost per route
On the clock
3
Tomas starts 7:00
Stops done today
10
▲ 4 vs last Monday
On route now
3
1 finishing up
Avg stops / day
11
per technician
Today's crew
4 techniciansManage roles →| Technician | Phone | Assigned route | Progress | Status |
|---|---|---|---|---|
Marcus BellTruck 2 | (602) 555-0191 | Westside Monday | 2 / 12 | ON ROUTE |
Dana ReyesTruck 1 | (602) 555-0143 | North Loop | 5 / 14 | ON ROUTE |
Tomas KineTruck 3 | (602) 555-0178 | Commercial — East | 0 / 8 | STARTS 7:00 |
Ray TolliverTruck 4 | (602) 555-0110 | Fill-ins & callbacks | 3 / 4 | ON ROUTE |
Compare this period to the last one automatically
Every report card has a date range picker, and each one shows the prior period's number right alongside the current one, so a drop in collections or a spike in chemical cost is visible the moment you open the page instead of something you have to calculate by hand.
PoolBoss also includes accounts-receivable aging, customer retention, voided invoices, and portal adoption reports alongside the four core ones, all built from data you're already logging by running routes and invoicing customers.
Want the raw numbers in your own BI dashboard? The PoolBoss API reads visits, readings, and invoices, so your dashboard can pull them straight from PoolBoss.
Stops today
38
▲ 4 vs last Monday
Techs out
3 of 4
Tomas starts 7:00
Needs review
2
1 chemistry · 1 overdue
Collected this week
$4,180
▲ $610 vs last week
Routes in progress
View all routes →| Technician | Route | Progress | Est. finish | Status |
|---|---|---|---|---|
Marcus BellTruck 2 | Westside Monday | 2 / 12 | 2:40 PM | ON ROUTE |
Dana ReyesTruck 1 | North Loop | 5 / 14 | 3:15 PM | ON ROUTE |
Tomas KineTruck 3 | Commercial — East | 0 / 8 | 4:50 PM | STARTS 7:00 |
Ray TolliverTruck 4 | Fill-ins & callbacks | 3 / 4 | 11:20 AM | ON ROUTE |
Needs your attention
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.
“Would tell any pool guy to give it a shot.”
Craig Bennett
Bluewater Trade Group
How it works
Reporting at a glance
- What it does
- PoolBoss 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.
- What you enter
- A date range: this month, last month, the last 30 or 90 days, this quarter, year to date, last year, or custom
- Each tech's pay rates and bonuses, and your chemical unit costs, for the cost reports
- What PoolBoss does
- Revenue invoiced versus collected, outstanding balances, and AR aging as of any date
- Margin per invoice line, and profitability per customer, technician, and route
- Customer margin after labor (hourly rate times time on site, plus per-stop pay) over the last 6 months
- Technician pay for any date range: hours, stops by service type, hourly, per-stop, commission, and bonus pay, with a total, exported to CSV
- Chemical cost per pool per month, plus account credit, voided invoice, retention, and portal adoption reports
- Compares each period with the one before it
- Exports customers, pools, visits, readings, routes, work orders, invoices, payments, and quotes to CSV
- Who sees it
- Admins: every report
- Managers: no financial reports. They run routes, customers, invoices, and quotes
- What you can set
- Chemical unit costs and each tech's pay rates
- The date range on each report
FAQ
Common questions
Does PoolBoss have reporting?
Yes. PoolBoss includes four core business reports built from the visits, chemical readings, and invoices your team already logs: revenue invoiced versus collected, chemical cost per pool, technician productivity, and route profitability. Alongside those are accounts-receivable aging, customer retention, voided invoices, and portal adoption reports. Every report has a date range picker and compares the current period against the one before it automatically.
What reports does PoolBoss include?
The four core reports are revenue invoiced versus collected, chemical cost per pool, technician productivity (visits per tech per week and average stops per day), and route profitability (revenue versus chemical cost per route). PoolBoss also includes accounts-receivable aging, customer retention, voided invoices, and portal adoption reports, so an operator gets a fuller financial picture without a separate reporting tool.
Is reporting available on the Free plan?
Yes. Every PoolBoss plan, including Free, includes every report. Plans differ only by how many pools you can service and, on Free, how many admin logins you get - not by which features or reports are available. Reporting isn't a paid add-on or a top-tier lock.
How is chemical cost per pool calculated?
You set the unit cost for each chemical once in settings. From then on, every dose a technician logs during a visit is priced against that unit cost automatically, and the chemical cost report rolls those per-visit costs up to a cost per pool for the date range you pick. There's no manual entry of chemical spend at report time - the cost is computed from readings your techs are already logging in the field.
Can I see revenue collected versus invoiced?
Yes. The revenue report separates what you've invoiced from what customers have actually paid, for whatever date range you pick, and shows the prior period's numbers alongside the current ones so you can see whether collections are catching up to bookings or falling behind.
Can I compare this month's numbers to last month's?
Yes. Every report card has a date range picker, and each one automatically pulls the same-length prior period for comparison, so this month sits right next to last month (or any other period you choose) without building the comparison yourself.
