Annual
Recommended
Per month, billed annually
Includes 5 users, additional users are billed at $40.00/mo.
White-Glove Onboarding & Migration
We won’t throw you in the deep end. Our team handles your complete migration: customer records, service history, routes, and billing data. You’ll be operational from day one, not day thirty. $5,000 value, included with your subscription.
Digital Team Members
Digital assistants that help manage routing, customer support and service operations. Scale your business without scaling your payroll.
Intelligent Routing
We build smarter routes and helps you adapt instantly when plans fall apart
so you can avoid last-minute reshuffling.
Centralized Communication
AI assistants that work alongside your human team, handling routine tasks
24/7 while surfacing insights that make everyone more effective.
Save $50/month when you pay annually
Store multiple service locations for each customer
Automatically send service completion emails to customers with notes, photos, and recommendations
Store property access information for each service address (e.g. gate code)
Store customer notes for reference by technicians, sales, and back office staff.
A location can support multiple bodies of water, each with their own service plan.
Ability for customers to self-serve historical invoices, make payments, update credit cards, and schedule services.
Allows residential customers to sign up for recurring pool maintenance services – validates they are in an eligible service area, selects the best day of service, and handles contract execution.
Continuously analyzes your routes, looking for opportunities to save time, handle disruptions, and improve efficiency. It monitors weather, manages absences, and surfaces recommendations that make your operation run smoother.
Optimize the driving order for a route to reduce drive time between locations
Status and progress updates in real-time as technicians complete stops and work orders.
Versioned route templates to track changes, recommendations and evaluate different routing decisions
Show the nearest route when adding or modifying a customer service schedule
Automatically schedule filter clean jobs on set intervals.
Automatically schedule salt cell cleaning jobs on set intervals.
Set periodic equipment testing tasks to ensure optimal operations
Send targeted messages to segments of customers with integrated engagement tracking.
Target groups of customers based on area, services, equipment types.
Create and manage templates using a “drag-and-drop” editor.
Messages are sent from domains belonging to the customer to isolate reputation and ensure optimal performance.
One shared inbox for every customer interaction accessible to the entire staff.
Service Agent handles customer conversations across all channels: SMS, WhatsApp, email, and more. It understands what customers need, gathers relevant information, answers common questions, and escalates to your team when human attention is required.
Create plans that are assigned to bodies of water that define billing, workflow, and periodic maintenance tasks. Ensuring consistent delivery of service without having to define settings for each customer / body of water.
Defined areas and territories you service. All customers belong to a service area and technicians can belong to one or more service areas.
Service plans can have multiple price points allowing for customized billing with advance / arrears billing, per visit/per month billing, charging for chemical usage, and automatic taxation.
Reading requirements can be configured for every stop, set as optional, or required at a service-plan defined frequency.
When enabled, the field technician will record the filter PSI value to monitor system health and filter performance.
Define tasks that must be completed before, during, or after service. Tasks can be defined as required or optional.
Tasks can be marked completed, responded to in a free form text box, multiple choice selection, or yes/no selections.
For task completion, define which tasks must have accompanying photos.
Capture video as part of a task completion step.
Ensure periodic maintenance tasks, such as backwashing, filter cleanings, filter replacement, salt cell cleaning are occurring at scheduled intervals. Periodic maintenance tasks can be configured to be completed at the time of service or as independent jobs.
Create and manage the full quote lifecycle in the web and mobile application. Quotes support photo/PDF attachments and line-item level tags to draw attention to specific recommendations.
Create and manage the full work order lifecycle in the web and mobile application.
Require customers to review, approve, or decline quotes before work begins.
Once quotes are approved, work orders are automatically created for the project.
Configurable approval thresholds that require all quotes to be reviewed by designated reviewers or only quotes that exceed certain defined thresholds.
Percentage-based discounts applied across all line items on the quote
Require the entire quote or a portion of the quote to be pre-paid before work commences.
Automatic follow up notifications to remind customers & quote owners that a quote requires action
Create and manage products that are added to quotes, work orders, and invoices.
Create and manage services that are added to quotes, work orders, and invoices.
Create and manage categories that products and services belong to.
Products can either be stocked, order as-needed, or manually managed. Stocked inventory can be managed on a per-service area basis with re-order thresholds defined.
Save pool and spa configuration details for each body of water managed, including the type of sanitation type (chlorine / bromine), sanitation method (in-line, floating, salt cell, and liquid injection), filter type (filter, sand, DE), heating method, automation system,
Record detailed notes about each body of water that will be shown to service technicians when they are servicing a pool or spa.
Service workflows are automatically customized based on the type of equipment and sanitation methods.
Invoices are created automatically for recurring services and work orders
When payment methods are associated with an account, collections are fully automated.
Payments are automatically retried when a card is most likely to have funds.
When available, cards are automatically updated with new details, such as expiration dates when cards are re-issued.
To help reduce fees, customers can opt-in to bank drafts via ACH.
Sales tax is automatically calculated based on the customer’s billing address. There are no tax tables to manage. Customers can optionally be configured as “tax-exempt organizations”
Partial or full invoice refund capability
Ability to issue credits that will reduce future invoice amounts
Invoices, refunds, credits, and payments are synchronized to QuickBooks
Roles that map to job functions to limit access to the application
Users can belong to one or more organizations
Allow and/or require users to sign in through their Google personal or workspace account.
Allow and/or require users to sign in through their Google personal or workspace account.
Not yet. We onboard every customer personally to make sure Pool Proof is configured for how your business actually runs. Book a call and we’ll have you up and running within 30 days.
We assign you a dedicated person who handles everything: importing your customers and routes from your current system, configuring Pool Proof for your workflow, and training your team. You stay focused on running your business while we handle the transition.
30 days or less. Most customers go live sooner.
Tell us about it. We’ll work with you to build it. Pool Proof is designed to fit your business—not force you into someone else’s workflow.
Yes! If you have 10 or more techs, ask us about volume pricing.
Pool Proof uses Stripe, the industry leading payments platform. Fees are 2.9% + .30c per successful transaction for domestic cards. Manually entered cards are subject to an additional 0.5% fee. Bank transfers are subject to a 0.8% fee with a $5.00 maximum.
Your business runs better when your software actually works for you. Let us show you how.
