Feature · Client self-service

Client Portal.

Give clients their own login and the office stops fielding the same three questions. Visit history, photos, chemistry, invoices and payment — all in one branded place, available the moment they wonder.

Self-serve
Clients answer their own questions
Branded
Your logo, your colors
Add-on
60-day free trial on any plan
Invoice · generated on visit close
Diagram
INVOICE · #1188Bayview Estates · monthlyMonthly service$165.00Chlorine · 4 lbs$28.00Cyanuric · 2 lbs$14.00Filter clean$45.00Total · auto-pay$252.00→ paid · synced to QBOSTEP 1Visit closesSTEP 2Invoice generatedSTEP 3Auto-pay runsSTEP 4Books synced
Invoice · generated on visit close
Line items from the visit, chemicals at cost, paid online
Self-serve
Clients answer their own questions
Branded
Your logo, your colors
Add-on
60-day free trial on any plan
How it works

The record they keep asking for, already open.

The portal reads the same visit data your team already captures — nothing extra to publish or maintain.

GeoScheduler · auto-clustered stops
New pool → closest routeAUTO-CLUSTER BY GEOGRAPHYMon · 14 stopsWed · 12 stopsFri · 11 stops
Step 1

Invite the client.

Turn the portal on for a client and they get a login tied to their properties.

Chemistry reading · logged from the meter
READINGS CAPTUREDFC2.8 ppmPH7.4TA92 ppmCYA38 ppmCH240 ppmSALT3100DOSE RECOMMENDATIONAdd 1.2 lb cal-hypoBalance target · LSI −0.02Auto-added to invoiceCHEMISTRY TREND · 12 MOpH 7.1 → 7.4
Step 2

They see the work.

Every completed visit, with photos, readings and notes, on their own property page.

Notification preferences · per type
PER NOTIFICATION TYPE · WEB OR MOBILEWeb+AppReadings Rule Triggered · 4118 Bayview10:41Web+AppRoute Stop Missed · tech didn’t show10:38WebAuto-Payment Failed · invoice #118510:35Web+AppJob Request Submitted · from the field10:32Web+AppLow Inventory Detected · below threshold10:29
Step 3

They pay and ask.

Open invoices are paid from the portal, and work requests land with your office as a notification.

Key benefits

What it changes.

The outcomes pool service operators tell us matter — and the capabilities behind each one.

01
Cut “did you come this week?” calls to the office
Fewer check-in calls
Clients see the visit without calling.
02
Visit history and photos, on the client’s side
History and photos
Every visit on the client’s side.
03
Chemistry readings charted over the season
Chemistry charts
Readings tracked across the season.
04
Invoices viewed and paid without a phone call
Pay online
Invoices viewed and paid without a call.
05
Work requests arrive as a notification, not a voicemail
Requests, not voicemails
Work requests arrive as notifications.
06
Your branding throughout — PSS stays out of sight
Your brand only
PSS stays out of sight.
FAQ

Frequently asked questions.

The answers most pool service operators ask before they get started. Have another? Reach out — a real human will get back to you.

What does it cost?
Can I brand it as my company?
What can clients see?
Do I have to turn it on for everyone?
See it in a dedicated demo

Ready to give clients their own view?

A live demo of how PSS runs your day — using your routes, your team, your operation. No sales theater — just the product, working.

See it in a dedicated demo

Ready to give clients their own view?

A live demo of how PSS runs your day — using your routes, your team, your operation. No sales theater — just the product, working.