Your standards, with every technician. Step-by-step workflows they actually follow, with documentation that proves every step was completed.
Every Tech, Same Quality
New hires brush the tile line, photograph the equipment pad, and document chemical readings because the process tells them to, not a training manual they forgot.
Proof That Protects You
Photos, signatures, and serial numbers are captured in the field and stored on the job. No more scrambling when a customer disputes the work or a warranty claim surfaces months later.
Stop Being the Answer Key
Process management puts the answers on the technician’s screen so you’re not fielding “how do I do this?” calls all day.
About Process Management
Pool Proof lets you define step-by-step workflows for any type of service. For recurring visits, guide technicians through your exact standards, from chemical documentation to equipment checks to the finishing touches that set you apart. For one-time work orders, enforce the documentation that protects your business and satisfies manufacturer requirements.
Service visits aren’t flat checklists. They have a natural rhythm. Pool Proof organizes recurring service processes into Before, During, and After phases. Equipment and site inspection before touching the water. Chemical testing and treatment during service. Final checks and photo documentation after. Your technicians work the way the job actually flows.
Pool Proof’s process builder makes it easy to create, modify, and organize workflows. Drag-and-drop steps between phases. Add photo requirements, chemical reading inputs, or signature capture. Clone and customize for different service levels. Your standards, your structure.
Service plan processes guide recurring visits (weekly cleanings, chemical service) with phase-organized workflows and completion tracking. Work order processes enforce one-time jobs (repairs, installations, warranty work) with required steps that must be completed before closing.
Service plan processes are defined on each service plan, so different service levels can have different processes. Work order processes are defined on templates, and every work order created from a template inherits its process.
Before Service captures site conditions and equipment status before work begins. During Service covers chemical testing, treatment, and cleaning tasks. After Service handles final documentation, photos, and completion verification. This mirrors how experienced technicians naturally approach a job.
Service plan processes support checklists, yes/no, text response, multiple choice, chemical readings, and optional photo capture. Work order processes add serial number entry, barcode/QR scanning, numeric inputs, before/after photo pairs, and customer and technician signature capture.
Take your business to the next level
Adding techs shouldn't mean outgrowing your software. Pool Proof handles the complexity of more routes, more customers, more techs without getting in your way.
Switching software shouldn't mean starting from scratch. We'll help you bring over your customer data, service history, and routes so your team can hit the ground running from day one.
Questions don't wait for business hours and neither do we. From onboarding to ongoing support, you'll have a team that actually understands the pool service industry in your corner.
Your business runs better when your software actually works for you. Let us show you how.
