Pool service and repair
Accounting software for pool service companies: monthly service, chemicals and repairs
Bill service customers a flat monthly fee, add chemicals and parts to that month's invoice, invoice spring openings and fall closings in one batch, and keep pumps, filters and heaters in stock at average cost.
For pool cleaning, repair and renovation companies in the US and Canada, $399.99 once.
No card, no account. Windows 10 and 11. United States and Canada.
What it means
In practice
Flat monthly service
A memorised invoice bills each customer's service fee every month. Before you send it, edit that month's invoice to add extra chemicals or a filter clean.
Equipment sales and installs
A new pump or heater is an inventory item at average cost and the install labour is a service item. Job Profitability shows the margin on a full equipment swap.
Openings and closings
In the spring and fall, Batch Invoices bills the same opening or closing package to every customer you select, in one run.
The monthly fee with chemicals added.
Year-round in the south, by the season up north
In Arizona or Florida, service runs all year and revenue is steady. In Ontario or Michigan it is openings, a short summer and closings. Budgets against actuals by month show either pattern.
Classes split weekly service, repairs and renovations, so you can see which one pays the bills.
What is in the licence
The whole job, in one price
Service
Chemicals and parts
Repairs and installs
Staff and tax
Service, repairs and renovations by class.
What it does not do
· No route sheets, water-chemistry logs or technician app.
· Windows 10 and 11 for now (a Mac version is coming soon); no phone app.
· It imports your bank's statement file rather than connecting live to the bank.
Questions people ask
Before you download
Can I charge a flat monthly fee plus chemicals?
Yes. The memorised invoice carries the flat fee; add chemical or parts lines to that month's invoice before sending it.
How do I bill openings for every customer at once?
Use Batch Invoices: choose the opening items once, tick the customers, and an invoice is created for each.
Are chemicals taxable?
It depends on your state or province and how you sell them. Each item has its own tax setting; set them up the way your accountant advises.
Coming from something else?
How it compares to what you use now
Get started
Steady service revenue, every month accounted for.
Memorise a monthly service invoice in the trial and batch-bill an opening.
No card. No account. Nothing to cancel.