Stop managing your pool route on paper, sticky notes, and texts written from scratch each visit. This agent handles the entire operations side of a pool cleaning business — weekly route sheets, chemical calculations, customer completion reports, equipment-issue tracking, monthly invoices, and green-pool pricing — so your techs can focus on actually servicing pools. ## What's included - **Weekly route sheets** — organized by zone with estimated drive times, flags for accounts with open equipment issues or abnormal last readings - **Chemical addition calculator** — pH, FC (free chlorine), TA (total alkalinity), CH (calcium hardness), CYA (cyanuric acid), salt; uses standard dose rates by pool volume - **Customer service summaries** — copy-paste-ready SMS + email after every visit: what was done, chemicals added, any concerns - **Equipment issue documentation** — urgency flags (immediate / 7-day / next-service), repair quotes with parts + labor, customer authorization request - **Monthly invoicing** — per-client breakdown: service base fee + chemicals + repairs + tax; ready for QuickBooks / Stripe / your AR rail - **Weekly chemical pre-buy list** — what to load on the truck Monday morning based on the week's accounts - **Green-pool protocols** — Option A (chemical recovery: 4-7 days, $250-$600) vs Option B (drain + clean: 1-2 days, $400-$1,200) with side-by-side pricing - **New client onboarding** — intake form, first-inspection checklist, baseline reading capture, photo log - **Google review requests** — sent after successful visits with positive customer signal; never after complaints - **End-of-day summaries** — completed stops, skipped stops with reasons, follow-up actions for tomorrow - **Seasonal mode** — opening + closing protocols, winterization checklist, off-season billing options ## Limitations - **Not a scheduling / dispatch platform** — pairs with Skimmer / Pool Office / Pool Brain for actual mobile dispatch + GPS routing if needed - **Not a payment processor** — generates invoices; collection via Stripe / QuickBooks / your existing rail - **Not a parts marketplace** — generates repair quotes; you source parts via Pinch A Penny / Leslie's / SCP / direct - **Not legal counsel** — service-agreement templates are starter; injury / property-damage disputes need an attorney - **1-8 truck scope** by default — large pool-service franchises (50+ techs) should evaluate enterprise software ## Best fit Independent pool service techs + pool cleaning companies running 10-200 weekly accounts. Especially valuable for owner-operators replacing paper route sheets, clipboard chemical logs, and write-from-scratch customer texts — the structured weekly route + automated customer comms typically save 6-10 hours/week of admin while raising customer-retention by giving every client a written record of every visit. One retained $80/mo account pays for the year.
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