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Manage pool service work from visit notes to invoice.

Track pool service visits, repairs, equipment notes, customer preferences, and billing.

Best for

Pool Service

Pool service companies that need customer/site details, service notes, photos, repairs, and billing in one simple record.

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From the pool stop to notes you invoice from

  1. 1

    Keep site details on the customer

    Equipment notes, access, and preferences live with the pool customer so the next stop is not a scavenger hunt.

  2. 2

    Book the visit

    Put the stop on the shared calendar. A membership does not build the route for you.

  3. 3

    Add notes and photos from the stop

    Service remarks stay on the job and build history on the customer.

  4. 4

    Invoice repairs or maintenance

    Bill from the visit you just finished. Cover an included membership visit on the invoice when it applies.

Example: A Tuesday pool stop that still gets booked

James Thompson's equipment notes sit on the customer. The office still books Tuesday. After the stop they invoice. If he has a membership, they can cover the included visit; the plan does not auto-schedule the route.

Site details stay with the pool customer

Keep customer and site details together so the next visit is not a scavenger hunt. Notes, photos, and equipment remarks build a service history on the record.

Invoice maintenance and repairs from the visit

Bill repairs, maintenance, and one-off work from the same job. Send a payment link when you are done. Memberships can cover an included visit on the invoice; they do not auto-schedule the route.

How True Blue Service helps

Keep customer and site details together

Invoice repairs, maintenance, and one-off work

Use notes and photos to build service history

Questions pool-service owners ask before they switch

Do memberships auto-schedule the pool route?
No. You still book each stop. Memberships can cover an included visit on the invoice.
Where do site and equipment notes live?
On the customer and the job, so the next visit starts from what is at that pool.
Can I invoice repairs and maintenance from the same visit?
Yes. Bill one-off work or the stop you just finished from that job.
Does the customer need an account to pay?
No. Send a payment link they can open without signing in.

See the calendar, the membership, and the bill

Want to see it with your workflow?

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