The journey

One day in the life of a PSS business.

Plan the day, run it, do the work, bill it and understand it — the five stages every pool service company repeats, and the features that carry each one.

Route planning
3 hr → 10 min
10 min
Visits verified
photo + reading
100%
Invoice on close
automatic
0 delay
Stages in this journey
plan → understand
5
01 · Plan

Plan the day.

Turn 3-hour route planning into a 10-minute job.

Quick Routes™

™

Draw a custom shape around a cluster of properties, pick a tech and a day, and PSS builds one optimized route in visiting order.

Select stops by circle, box or polygon
Sequenced from the tech’s configured start time
Existing stops stay put unless you choose to move them
i
✓
!
Outcome → Route planning drops from hours to minutes. Drive time down ~22%.
QUICK ROUTES
Optimized order
Optimized · 5 stops
12345

Geo-Scheduler

Enter a property’s address and PSS shows the stops already nearby — you choose the tech, the day, and where in the order the new work goes.

See the stops already nearby
Drop the job before or after any nearby stop
Capacity-aware scheduling
i
✓
!
Outcome → Onboard new pools in seconds. Routes stay tight.
GEO-SCHEDULER · NEARBY STOPS
You pick the order
New job · placed in order

Calendar Heatmap

See the whole month as a color-coded capacity grid — one look shows whether it works, and you can rebalance before it breaks.

Capacity per tech per day
Drill in · drag to rebalance
Holiday + PTO + storm-aware
i
✓
!
Outcome → Broken weeks caught Sunday, not Wednesday.
CALENDAR · HEATMAP
by day · capacity
June 2026
‹
›
Su
Mo
Tu
We
Th
Fr
Sa
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Plenty of capacity used
17% capacity used
85% capacity used
Full capacity used
02 · Run

Run the day.

See the day in real time — get interrupted only when something needs attention.

Control Center

Every tech, route and exception — one screen that replaces five tabs and three phone calls.

Custom rules · greater-than, less-than, any condition
Exception flags · missed work · equipment alerts
Late invoices · low inventory · office notifications
i
✓
!
Outcome → Stop running the business out of your head.
CONTROL CENTER · TODAY
Rule-based events
14
Readings
9
Dosages
6
Short Visits
3
Long Visits
2
Missed Work
1
Too Far Away
1
Equipments
9
Late Invoices
2
Low Inventory
3
Office Notifications
50 All Events
Configure Rules

Notification Preferences

Pick which notifications you receive and where — web, mobile or both — across jobs, routes, missed work, clients, equipment and Control Center rules.

Web, mobile or both · per notification type
Allowed recipients set per notification
Control Center rules raise their own alerts
i
✓
!
Outcome → Read the alerts that matter. Turn off the rest.
NOTIFICATIONS · BY TYPE
Web · mobile
10:41
Readings Rule Triggered · 4118 Bayview
10:34
Route Stop Missed · tech didn’t show at the stop
10:30
Auto-Payment Failed · invoice #1185
10:21
Job Request Submitted · from the field
10:15
Low Inventory Detected · below threshold

Visit History

Watch the day fill in as techs close visits — who was where, what they logged and what came back with photos.

Every closed visit lands with time, tech and property
Readings, dosages and tasks captured on the visit
Open any visit for photos and notes
i
✓
!
Outcome → Know what happened today without calling anyone.
VISIT HISTORY · TODAY
18 closed · 4 open
11:12
4118 Bayview Dr · Marcus Doyle · pH 7.4 · 3 photos
10:48
221 Coral Way · Dana Whitfield · FC 2.8 · 2 photos
10:26
9 Palmetto Ct · Marcus Doyle · filter cleaned
10:03
77 Seagrape Ln · Ray Okafor · skipped · gate locked
09:41
1402 Hibiscus Rd · Dana Whitfield · dosage logged
03 · Do

Do the work.

The tech arrives knowing the pool — last readings, last dosages, what this property needs — and the app guides the rest.

Know Before You Go

The tech opens the stop and already knows the pool — last readings, last dosages, the full visit record, right there before the gate opens.

Know before you go · previous readings, dosages, visit notes
Raise office notifications and job requests from the visit
Field work keeps going offline · syncs on reconnect
i
✓
!
Outcome → Nobody arrives at a pool cold.
MOBILE APP · JOB
iOS · Android
‹ Job WPJ0011
Missed
⧖ Waiting Client Approval
+ Invoice
Send Quote
Actions
See Work Tracker
Client
Ethan Parker
Property
North Pool · Deerfield Beach
Job Type
Filter Cleaning
Assigned To
Dave

Configurable Visit Work

Set the readings, dosages and checklist tasks each property actually needs — the visit screen shows that property’s work, not a generic form.

Configurable readings, dosages and task views per property
Readings become required based on when they were last taken
Checklist items become required — or photo-required — on the same rule
i
✓
!
Outcome → The right work gets done, in the right week, with proof.
VISIT WORK · CONFIGURED
per property
Before
After
Equipment
Readings
Filter
Dosage
Before · after · equipment · readings

Chemistry Guidance

The LSI calculator and dosage recommendations run on the readings the tech just logged, so the right dose is on screen before the bucket comes out.

LSI calculated from this visit’s readings
Dosage recommended for the pool’s volume and chemistry
A first-week tech doses like someone with five years in
i
✓
!
Outcome → Correct chemistry from day one, not year three.
CHEMISTRY · THIS VISIT
LSI · dosage
pH
7.4
logged
FC
2.8 ppm
logged
LSI
−0.14
balanced
Recommended
14 oz
cal hypo
Calculated from this visit · adjusted for pool volume
04 · Bill

Bill the work.

Close the gap between visit completed and payment received.

Invoicing & Payments

Invoices generate on visit close, auto-pay runs, and payments land without chasing — automatically.

Auto-invoice on visit close
Card and ACH payments · auto-pay on file
Optional accounting sync if you use it
i
✓
!
Outcome → Cash in faster. Friday-night invoicing — gone.
INVOICE · #1188
Auto · visit close
Bayview Estates · monthly · Tue 14
Monthly service
$165.00
Chlorine · 4 lbs
$28.00
Cyanuric · 2 lbs
$14.00
Filter clean
$45.00
Total · auto-pay
$252.00
→ paid · synced to QBO
05 · Understand

Understand the business.

Every visit becomes searchable history; every route, a P&L view.

Property Records & Trends

Twelve months of visits on one property page — every reading plotted, so a slow drift shows up before it becomes a callback.

Full per-property timeline, months back
Chemistry plotted visit over visit
Search by date, client or property
i
✓
!
Outcome → Answer any “what happened at this pool?” in one page.
4118 BAYVIEW DR · HISTORY
12 mo
Last visit
Tue · 14
by Marcus Doyle
Last pH
7.4
↑ from 7.1
Last FC
2.8 ppm
in range
Visits
52
12 mo
pH 12mo
7.1 → 7.4

Client Portal

The same property record, opened up to the client — visits, photos, readings and invoices in their own login.

Visit history and photos, on their side
Invoices and payment in one place
Work requests come in as a notification
i
✓
!
Outcome → Fewer “did you come this week?” calls to the office.
CLIENT PORTAL
Self-serve
Last visit
Tue · 14
photos attached
Open invoice
$168
pay online
Readings
pH 7.4
in range
Requests
1
sent to office

See the whole day in one demo.

A dedicated demo on your routes, your numbers.