Feature · Client communication

Visit Reports.

Show clients the work, not just the bill. Visit Reports send a clean, branded summary after every visit — readings, dosages, photos and notes — automatically, by email, SMS or WhatsApp. Fewer “did you even come?” calls, more trust.

Auto-sent
After every visit
Branded
Your logo, your colors
3 channels
Email, SMS or WhatsApp
Owner dashboard · the numbers
Diagram
OWNER DASHBOARD$12.4kRevenue · wk68%Net margin0Missed stops3ExceptionsMARGIN BY ROUTEMon · Heritage Hills66%Tue · Westshore45%Wed · Greenway69%Thu · Lakeview67%
Owner dashboard · the numbers
Revenue, route margin and crew performance in one view
Auto-sent
After every visit
Branded
Your logo, your colors
3 channels
Email, SMS or WhatsApp
How it works

The visit closes. The proof sends itself.

No one in the office lifts a finger — the report builds and sends from the visit data.

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 1

Tech closes the visit.

Readings, dosages, photos and notes are captured at the stop.

Owner dashboard · the numbers
OWNER DASHBOARD$12.4kRevenue · wk68%Net margin0Missed stops3ExceptionsMARGIN BY ROUTEMon · Heritage Hills66%Tue · Westshore45%Wed · Greenway69%Thu · Lakeview67%
Step 2

PSS builds the report.

A branded report is generated automatically from the visit data.

Client portal · client view
BAYVIEW POOLS14:32 · Visit completeBAYVIEW POOLS14:33 · Receipt $252.00BAYVIEW POOLS14:31 · Cyanuric boostedBAYVIEW POOLSReminder · Tue Mar 21CLIENT PORTAL · TIMELINETue 14 · Service visit · 6 photosDoneTue 07 · Service visit · 5 photosDoneFri 03 · Repair · pump impellerDoneTue 21 · Next visit · 9–11amUpcoming
Step 3

Client gets proof.

It goes out by email, SMS or WhatsApp — no one in the office lifts a finger.

Key benefits

What it does for the business.

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

01
Send proof of every visit automatically
Automatic proof
A report goes out after every visit.
02
Cut “did the tech even come?” calls
Fewer “did they come?” calls
Clients see the visit happened.
03
Reinforce your brand on every touchpoint
On-brand reports
Your brand on every touchpoint.
04
Show readings, dosages and before/after photos
Full visit detail
Readings, dosages and before/after photos.
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.

Are reports sent automatically?
Can I brand the report?
What’s included in a report?
See it in a dedicated demo

Ready to send proof of every visit, automatically?

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

See it in a dedicated demo

Ready to send proof of every visit, automatically?

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