Pool Pro / Operations overview
Dashboard
Building your operating snapshot…
Customers
0 active accounts
Regular Weekly Service Customers 0
Recurring weekly & twice-weekly maintenance route accounts
| Customer | Address | City | Plan | Monthly Price | Service Day | Balance | Status |
|---|
Repair / Green-2-Clean Customers 0
Equipment repair, Green-2-Clean recovery & one-time work order customers
| Customer | Address | City | Service Type | Phone / Email | Balance | Status |
|---|
Today's Route
No stops scheduled.
Field service · Visit log
Service Visit
Record water readings, completed work, and the customer handoff.
Visit customer
Select a customer to begin
Visit Details
Choose the customer, service date, and customer-facing summary.
Chemistry Readings
Enter what you measured — LSI & sanitizer update live
Water Balance LSI drivers — pH, alkalinity, hardness
pH
pH
ppm
ppm
ppm
ppm
ppm
°F
Sanitizer FC scales with CYA
ppm
ppm
ppm
ppb
ppm
Conditioning & System buffers & equipment
ppm
ppm
psi
psi
gal
Langelier Saturation Index
Auto-calculates from readings above
—
Enter readings
Corrosive
Balanced
Scaling
Sanitizer / Chlorine Guide
Target FC scales with CYA · picks the right chlorine type
Enter Chlorine (FC) and CYA to get a chlorine recommendation.
Service Checklist
Tap each task as you complete it.
Chemicals Added
Log what was applied; gallons and fl oz stay separate.
Notes
Separate the customer update from internal follow-up.
Report Service Issue
Adds a Dashboard TaskSeen an equipment problem, leak, or safety concern? Add it as a follow-up task on the dashboard. This will not create a Work Order.
Issues at every priority are saved under Dashboard → Tasks for follow-up.
Service Photos
Visit History
Permanent service records
| Date | Customer | Tech | Chemistry Summary | Chemicals Added | Summary | Rating | Status | Actions |
|---|
Proposals
Written, priced offers for one-time shell work — chlorine wash, acid wash and drain & fill. Price it once, then print it or email the customer a link they can accept online.
Drafts0not sent yet
Awaiting response0$0.00 out with customers
Accepted0$0.00 booked
Declined0kept for follow-up
All proposals
| Number | Customer | Service | Total | Status | Created | |
|---|---|---|---|---|---|---|
| Open this view to load proposals. | ||||||
Field operations · Service records
Work Orders
Loading work orders…
Select a work order
Customer, pool, technician, scope, and payment details will appear here.
Filter Maintenance
Upcoming filter cleanings and sand changes — sorted by next due date. Reschedule directly from this list; the calendar will move it to that customer's route day.
Loading upcoming filter maintenance…
Field operations · Dispatch
Scheduling Calendar
Plan appointments, recurring service days, and filter maintenance in one view.
Company hoursLoading company hours…
Month
Internal calendarEmail and external calendar syncing are currently off.
Scheduled appointment
Recurring service
Filter maintenance
Company calendar hoursSet working days and normal scheduling hours. Configure ⌄
Ready to schedule
0 work ordersUnscheduled Work Orders
Billing
Monthly invoices, work-order and filter-cleaning charges, and payments
Monthly Recurring$2,7558 active accounts · avg $344
Outstanding$2,5556 accounts
Invoiced in November$3,168$195 paid · 9 invoices
Next BillingDec 18 plans not invoiced for December
Monthly revenue
Invoiced per billing month, last 6 months
Paid
Revenue history will appear here once you begin generating monthly invoices.
Invoices
$2,973.39 outstanding on 8 invoices
Filter cleanings
Each cleaning from Filter Maintenance goes on the customer's invoice for the next month.
| Invoice | Customer | Amount | Status |
|---|
Payments
Money received is stored on the server by invoice number. Record a payment taken in person or by phone, or send a pay link from an invoice.
Record a payment
Recent payments
| Invoice | Customer | Date | Amount | Method | Status |
|---|
Open payment links
| Invoice | Customer | Amount | Expires |
|---|
Ways to pay
All eight are listed for customers on the pay page, in invoice emails and on printed invoices
Customers see all eight under Pay your invoice, in invoice emails and on printed invoices. Add what they need to pay you — any you leave empty tell them to call or text you.
Pricing formula
Suggested monthly price from pool size, chemical cost and service time
Sets the suggested monthly price for each customer. You can always override the price per customer.
%
Taxes
Review invoice-based sales tax and estimate business profit by tax year.
End-of-Year Invoice Tax Summary
Year-end invoice totals and sales tax calculated on each taxable invoice, grouped by invoice date. Tax is rounded to cents per invoice and uses its saved rate, or the selected year's default when no rate is saved.
These invoice totals are not an income-tax estimate. Use the separate Business Profit & Optional Tax Estimate below for a business-profit planning figure; it is not final taxable income or tax due.
%
Default for invoices in this year. New invoices keep the rate applied when saved; override it on an invoice when needed. Older invoices without a saved rate use this default.
Total Invoiced$0.00All invoices this year
Taxable Invoiced$0.00Invoice amounts marked taxable
Sales Tax Calculated$0.00Billed on invoices; not payment reconciliation
Quarterly Sales Tax
Sales tax calculated from invoices by invoice date. Rates can vary by invoice; review these amounts against actual payments and your local filing rules before submitting a return.
| Quarter | Period | Invoiced | Taxable Invoiced | Rate(s) | Tax Calculated |
|---|
Business Profit & Optional Tax Estimate
Estimate business profit for the selected tax year using invoice income, itemized expenses, employee payroll, and additional business deductions. Enter and confirm every assumption before calculating. Expense entries and assumptions are saved in this browser.
This is a planning worksheet, not tax preparation. Sales tax is excluded from income. Paid-invoice mode is only an approximation because payment dates are not stored. The optional tax set-aside uses a rate you provide; it does not calculate tax brackets, self-employment/payroll tax, household income, owner-level deductions, credits, or actual tax due. For a sole proprietor, employee payroll is deductible but owner draws are not.
Itemized business expenses
Add non-payroll expenses dated in the selected tax year. Only entries marked deductible reduce estimated profit; enter payroll separately below.
| Date | Category | Description | Amount | Deductible |
|---|
Deductible itemized expenses for this year: $0.00
Business Income$0.00Invoice income plus adjustments; sales tax excluded
Deductible Expenses$0.00Confirmed itemized expenses
Employee Payroll$0.00As entered in the assumptions
Other Deductions$0.00Additional business deductions
Estimated Net Business Profit / (Loss)$0.00Before owner-level deductions or tax calculations
Optional Tax Set-AsideNot calculatedUser-supplied effective rate required
Field operations
Today’s Route
0
Remaining
0
Done
0
Total
Route progress0 of 0 complete
Service Photos
Browse and manage photos from all service visits.
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Forms & Agreements
Use each customer’s Agreement quick action to open or create their Weekly Pool Service Agreement. The Residential Agreement remains separate.
All customers must complete the Residential Pool Service Agreement.
New customers (no completed visits yet) must complete the Startup / Turnover Checklist.
Assign the Drain Authorization & Release to any customer before a drain & fill.
Weekly Service Agreements
Saved agreements are linked to their customer and managed here. Open one to edit, save, email, text, print, or delete it.
| Agreement | Customer / service address | Monthly total | Status | Created | Actions |
|---|---|---|---|---|---|
| Loading weekly agreements… | |||||
Customer Form Status
Loading…
Website Gallery
Upload photos and choose which ones appear in your homepage slideshow.
Homepage Reviews
Choose which verified customer reviews appear on your homepage.
Published—
Available—
Source reviews stay safe. Hiding a review only removes it from the homepage; it does not delete the customer's feedback or service history.
Loading customer reviews…
Review nudges
After a visit we email a rating request, then invite happy customers (4 stars and up) to post publicly on Google or Yelp. A daily cron sends whatever is due; the buttons below check the queue or send it now.
Due now—
Sent (30 days)—
Visits rated—
Public asks—
Opted out—
Inventory
Chemicals, parts, and supplies on hand.
| Item | Category | In Stock | Unit | Reorder At | Status | Last Cost | For Sale |
|---|
Store
Design how your online store looks on the website.
Promotions
Every promotion you have — active and hidden — with a checkbox for each place it should post.
Where promotions can appear Five independent spots — check any of them on each promotion.
- The homepage — a Current Offers card in the homepage section.
- Homepage headline — the offer bar at the very top of the homepage (rotates if several are checked).
- The pool service report — Current Offers at the bottom of the customer report.
- Pool service report headline — the headline block at the top of the customer report.
- Post-service customer email — the promotion block in the email sent after a service visit.
- The customer portal shows all active promotions. Visit emails include only active promotions with the post-service email spot checked; turn a promotion off to hide it everywhere.
Store Orders
Supply & chemical order requests from your website.
Leads
Quote requests from your website.
| Name | City | Pool Type | Service | Date | Status |
|---|
Reports
Business performance and analytics.
YTD Revenue$42,100+12% vs last year
Visits (YTD)1,247~24/week avg
Repairs Sold$8,45014 jobs this year
Avg Visits/Cust26.5per year
Revenue Trend — 2026
Customers by Plan
No customer data yet.
Customers by County
No customer data yet.
Staff Management
Team Members
| Name | Role | Status | Actions |
|---|
Password Reset Requests
Pending Requests
Contact the requester by phone to confirm identity, then issue a temporary password. They'll be forced to set a new one on next sign-in.
| Requested | Account Type | Name | Status | Actions |
|---|