Assign the right tech
Limit a service type to the technicians who can perform it. PoolBoss prevents a visit or job from being assigned outside that list.
Make your standard part of every visit
PoolBoss puts your required readings, photos and tasks in the technician’s visit workflow, so the crew knows what to record and the office can review any completion exceptions.
Free for up to 20 pools. Every feature included.
Show the right service checklist at the stop
PoolBoss shows the checklist and reading rules for the service assigned to each stop, so a weekly clean, filter service or repair comes with the right instructions. Add pool-specific changes where the account needs them.
PoolBoss preserves the answers and the service checklist used on each completed visit. Changing the checklist later does not rewrite the old record.
Set your company, service and pool checklists in PoolBoss
Company defaults
Start with a company checklist and required readings. A service can inherit those rules so your regular work follows one standard.
Service-specific work
Give a service type its own checklist or reading rule. Set default price, cost and line items alongside the service’s requirements.
The individual pool
Add or remove checklist items for a pool, and schedule recurring tasks for every Nth visit. The tech sees what is due at that stop.
How PoolBoss puts your service standard into each visit
Try service checklists freeDefine the service requirements
Choose the checklist, required readings and photo rules for the company or a particular service type.
Put the right checklist on the phone
The stop shows the checklist for its service type. Completion checks identify missing readings, photos or tasks, and readings set to block must be entered before the visit can finish.
Keep a record you can review
The completed checklist stays with the visit. Overrides retain the technician, reason and missing items for office review.
Every feature on every plan. Free includes up to 20 pools and 1 admin.
Make required readings part of a completed visit
PoolBoss can warn the tech about a missing reading or block completion until it is entered, letting you choose how each reading requirement is enforced.
Warn and record the reason
When a required reading, photo or checklist item is missing, the app names it before completion. An override records the tech, time, reason and missing items for the office to review.
Block until the reading is entered
A reading set to block must be provided before the visit completes. The app points the tech to the missing field and identifies the service whose rule applies.
By default, missing free chlorine or pH readings trigger a warning, and before and after photos are required. For each standard reading, choose whether it is optional, triggers a warning or blocks completion. A required salt reading applies only to salt pools.
Require the photo a job needs
A job with a service-type photo requirement cannot complete until a photo is attached to its visits. Checklist items can also carry their own photo requirement.
Review completion overrides after visits sync
Checklists and warnings work offline. If an older queued visit reaches the office after a rule changed, the visit is retained and listed for review when a required reading is missing.
Find work still waiting to be scheduled
A service type can alert the office when its job remains unscheduled, putting it on the dashboard’s needs-attention list.
See the job workflowFeature details and requirements
Included on every plan. Set up the way your company works.
What your team records
- Checklist items, each marked required, photo required, or every Nth visit
- A checklist and a required-readings rule for any service type that needs its own
- The service type on each route stop, picked in the route builder
- Per-pool additions and removals
- Which readings every visit needs, each set to warn or block, and whether it needs a before and an after photo
- Service types with a default price, cost, default line items, and rules
What happens with the record
- Shows each visit the checklist for its service type, or the company checklist, with the pool's own items and items due only every Nth visit
- Applies a service type's own required-readings rule to its visits, and names the service when a reading blocks completion
- Keeps each completed visit's checklist answers and which service's checklist it used, even after that checklist changes
- Warns before a visit is completed with a required reading, photo, or checklist item missing, names what's missing, and asks for a reason
- Won't complete a visit missing a reading set to block, and points the tech to it
- Counts a required salt reading only on salt pools
- Lists visits that reached the office without a required reading, for example one queued offline before a rule changed, without dropping the visit
- Logs every override with the tech, time, reason, and missing items
- Refuses to complete a job whose service type requires a photo until one is attached to its visits
- Puts an unscheduled job on the dashboard's needs-attention list when its service type is set to alert the office
- Stops a visit or job from being assigned to a tech who isn't on that service type's list
Who can use the information
- Technicians: the service's checklist and the completion warning in the app, offline too
- Office: the Completion overrides page, including visits completed without a required reading, and the needs-attention list
- Admins: the completion requirements, the checklist, and service type rules
Controls for your company
- Each of the seven standard readings as not required, warn, or block (free chlorine and pH on warn by default)
- Before photo and after photo as requirements, each on or off (both on by default)
- Required, photo required, and every Nth visit on each checklist item
- Per service type: its own checklist or the company's, and its own required-readings rule or the company's
- Per service type: require checklist, require photo, alert office, and which techs can be assigned
PoolBoss lets you set what every visit must include: before and after photos, any of the seven standard readings, and checklist items that can be required, need a photo, or come up every Nth visit. A tech missing something is warned before completing and must give a reason, which the office sees. A reading you set to block has to be entered before the visit can be completed. Each service type, like a filter clean or an opening, can carry its own checklist and its own required readings.
4.9/5from pool pros on PoolBossBuilt by pool people, for pool people
- Cobalt Pool Co.
- Wavecrest Pool Services
- Aquavim
- Poolhouse Collective
- Deep End Supply Co.
- Turquoise Trade Pools
- Ripple Works
- Basin & Blue
A checklist for each service, tuned for each pool
PoolBoss applies your company checklist to visits by default, giving your technicians a consistent starting point for the work. Any service type, such as a weekly clean, a filter clean, a green-to-clean, or an opening or closing, can have its own checklist in its place. Each item can be required, can need a photo, and can come up on every visit or every Nth visit, from every 2nd to every 52nd, counted from that pool’s completed visits. That’s how a filter clean shows up every eighth completed visit without anyone remembering it.
Each pool can drop company items it doesn’t need and add its own. Adding an item with the same name as a company item replaces it for that pool. When a visit is completed, its checklist is saved with it, along with which service’s checklist it was, so editing or deleting a checklist later never rewrites past visits.
In the route builder, the office picks the service type for each stop. The tech’s phone then shows that service’s checklist on the stop, with or without signal, titled with the service’s name. A service left on the company checklist keeps using it. More on the phone side in the tech app.
- A checklist of its own for any service type, or the company checklist
- Items can be required, need a photo, or repeat every Nth visit
- Per-pool additions and removals
- Completed visits keep the checklist they answered
What happens when something is missing
Before a technician completes a visit, the PoolBoss tech app checks it against your requirements: the readings you require, a before photo, an after photo, required checklist items, and item photos. If anything is missing, the warning names it and the tech picks or types a reason to finish anyway. A reading you set to block is different: the app won’t complete the visit and takes the tech to the missing reading. Each service type can use the company’s reading rule or its own, so a filter clean can block on pH while a weekly clean only warns. It works offline and syncs later.
Every override is saved with the tech, the time, the reason, and what was missing, and the office reviews them on the Completion overrides page. You see a pattern, like one tech skipping the after photo every Friday, instead of finding out from a customer. See how that fits managing your techs.
Service types that carry their own rules
Save each service in PoolBoss so your office can create repeatable jobs with the right prices, checklist and assignment rules. A service type, such as a filter clean or a green-pool recovery, carries a default price, what it costs you, and up to 20 default line items that fill in on a new job. It can have its own visit checklist and its own required readings. It can also carry rules. Require checklist makes every item on a visit of that type required. Require photo stops a job of that type from being marked complete until a photo is attached to one of its visits.
Alert office puts a new, unscheduled job of that type on the dashboard’s needs-attention list until someone schedules it. A tech list limits who can be assigned visits and jobs of that type, so a new hire can’t be put on a heater repair. More on jobs in quotes, jobs, and repairs.
- Require checklist: every item on that visit becomes required
- Require photo: the job can’t be completed without one
- Alert office: the job sits on the needs-attention list until scheduled
- Limit to techs: only those techs can be assigned
Service types, checklists & completion rules at a glance
- What the feature does
- PoolBoss 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.
- What you enter
- Checklist items, each marked required, photo required, or every Nth visit
- A checklist and a required-readings rule for any service type that needs its own
- The service type on each route stop, picked in the route builder
- Per-pool additions and removals
- Which readings every visit needs, each set to warn or block, and whether it needs a before and an after photo
- Service types with a default price, cost, default line items, and rules
- What PoolBoss does
- Shows each visit the checklist for its service type, or the company checklist, with the pool’s own items and items due only every Nth visit
- Applies a service type’s own required-readings rule to its visits, and names the service when a reading blocks completion
- Keeps each completed visit’s checklist answers and which service’s checklist it used, even after that checklist changes
- Warns before a visit is completed with a required reading, photo, or checklist item missing, names what’s missing, and asks for a reason
- Won’t complete a visit missing a reading set to block, and points the tech to it
- Counts a required salt reading only on salt pools
- Lists visits that reached the office without a required reading, for example one queued offline before a rule changed, without dropping the visit
- Logs every override with the tech, time, reason, and missing items
- Refuses to complete a job whose service type requires a photo until one is attached to its visits
- Puts an unscheduled job on the dashboard’s needs-attention list when its service type is set to alert the office
- Stops a visit or job from being assigned to a tech who isn’t on that service type’s list
- Who can view the information
- Technicians: the service’s checklist and the completion warning in the app, offline too
- Office: the Completion overrides page, including visits completed without a required reading, and the needs-attention list
- Admins: the completion requirements, the checklist, and service type rules
- What you can set
- Each of the seven standard readings as not required, warn, or block (free chlorine and pH on warn by default)
- Before photo and after photo as requirements, each on or off (both on by default)
- Required, photo required, and every Nth visit on each checklist item
- Per service type: its own checklist or the company’s, and its own required-readings rule or the company’s
- Per service type: require checklist, require photo, alert office, and which techs can be assigned
Why pool pros choose PoolBoss
Built for pools, not bolted on
PoolBoss connects each pool’s readings, treatment and history to the visit report, helping your crew plan the care and your office explain 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
PoolBoss includes every feature on every plan. Choose the pool capacity you need. Free allows one admin; paid plans include unlimited admins.
Works in the field
PoolBoss runs on supported iPhone and Android devices. Sign in and load the route before a signal gap, then record the visit offline and sync when connected.
“Solid choice. I recommend it without hesitation.”
Common questions
Answers for the way you run your route.
Can I require photos on a pool service visit?
Yes. PoolBoss lets you require before-and-after visit photos and photos for individual checklist items. Those requirements tell the technician what evidence your company expects at the stop. A service type can also require a photo before its job can be completed, helping your office keep a consistent record of the work.
Can a technician complete a visit with a required item missing?
PoolBoss makes the missing work visible. A requirement set to warn asks the technician for a reason before finishing and records the missing item, person, time and explanation for the office. A reading set to block must be entered. This gives your company a clear standard and a record of exceptions instead of an unexplained completion checkmark.
Can I make a checklist item required only on some visits?
Yes. In PoolBoss, set a checklist task to appear every Nth visit, such as a filter check every fourth service. It appears when due on connected visits, putting periodic work in the technician’s normal routine. Offline, interval tasks remain visible rather than risk hiding work that may be due.
Can each service type have its own checklist?
Yes. PoolBoss lets a weekly clean, filter service or other service type carry its own checklist and reading requirements. The technician sees the requirements for the assigned work, and the completed visit retains the answers used that day. Updating the template later does not rewrite earlier service records.
Can each pool have its own checklist?
Yes. Add or remove checklist items for an individual pool in PoolBoss. The tech sees that pool’s requirements together with the company or service checklist, so access needs, unusual equipment and other account-specific work do not depend on remembering a separate note.
Can I restrict a service type to certain technicians?
Yes. PoolBoss lets you choose which technicians can be assigned to a service type and prevents assignments outside that list. Your office can keep specialist work with the appropriate crew while scheduling it in the same system as regular pool care.
Do checklists and completion warnings work offline?
Yes. PoolBoss keeps the checklist and completion warnings available when the phone is offline, so the tech can record the work at the pool. The visit syncs when the connection returns. If changed requirements need office review, PoolBoss surfaces the exception while keeping the technician’s visit record.
Put your service standard into the next visit
Start with up to 20 pools free. Every plan includes every feature, with unlimited techs and office managers.
Start freeFree includes 1 admin. Paid plans start with a 30-day trial.