Pool Service Software

The one that holds the whole season — weekly stops, repairs, monthly billing — without charging per module. A one-truck route and a ten-tech company both need the calendar, a record of what each pool has, and invoicing that keeps up with forty accounts. The smaller operation feels the add-ons more, because a separate payroll app, truck log, and messaging tool cost as much as the core product. Compare total price with everything switched on, and check that a tech can run their day from a phone.

Yes. Set the job schedule to Weekly, choose the weekday for that group of pools with the Repeat On picker, and set the season’s start and end date. JobTrail creates every visit in that range and shows the full list before you save. Each tech sees their own stops in a My Schedule view. Two things it does not do: it will not reorder your stops for the shortest drive, and it will not bill the visits automatically — you raise the invoices.

No. JobTrail does not record test readings or work out how much acid or chlorine to add. What it does hold is everything around the visit: photos of the pool and the pad at each stop, notes on the job, and a flag with a photo when something looks wrong. A Property Details field on the address keeps standing chemical notes — salt system, high CYA, a customer who wants no tabs in the skimmer. Your test kit and your log stay yours; the visit record lives in JobTrail.

On the address, as Property Details. Define the fields once in Settings — pump model, filter type and cartridge size, heater, salt cell, gate code, dog on site — as text, number, or a dropdown, and every pool you service carries them. They show in Field Mode on the tech’s phone, so a fill-in tech reads the gate code and the cartridge size at the curb instead of calling you. Custom roles can hide a field from people who should not see it.

As their own jobs on the same customer. When a route tech flags a dying pump, price the replacement on an estimate with line items and tax, and convert it to an invoice in one click once the customer agrees. Schedule the repair as a separate job, tick off the scope, add the photos, and have the customer sign the completion certificate on site. The customer record then shows the weekly visits, the repair, the estimate, the invoice, and the payments in one history.

Yes, and this is where the spreadsheet usually breaks. Raise an invoice for each account, or clone last month’s and change the date, then record payments — full or partial — as they come in. Overpayments become customer credits for the next month. Aging shows who is current and who is 60 or 90 days behind, and you can generate a statement with a running balance for any date range. JobTrail does not charge cards or bill accounts automatically, and it does not send payment reminders.

Yes. Field Mode is the crew’s phone screen. A tech opens it and sees only their own stops, the scope for each, the Property Details for that address, and the photo upload by stage. As they tick off scope lines the job moves from Scheduled to Ongoing to Completed on its own. Flags with a photo or video go straight to the office. There is no GPS tracking and no clock-in — Field Mode is about the work at the pool, not where the truck is.

Yes. An opening or closing is a single job with its own time slot, crew, and scope — pull the cover, reconnect the pump, prime, balance — ticked off in Field Mode with photos. A bigger job that runs across days, like a drain and acid wash, uses Range mode so several days stay one job with one history. Seasonal jobs and the weekly route sit on the same calendar, so you can see the crunch weeks in spring and fall before you take on more.

Plans start at $39 a month for a solo operator and scale with your team. Every plan includes every feature — scheduling, jobs, estimates, invoicing, HR and payroll, fleet, permits, and the AI assistant. There are no add-on modules and nothing is locked behind a higher tier, so the price you see is for the whole platform. The tiers run Solo at $39 a month for one user, Team at $139 for up to five, Growth at $199 for up to ten, and Scale at $299 for up to fifteen, each with a 14-day free trial.

Yes. JobTrail offers a 14-day free trial with full access to every feature and no credit card required. Set up your customers, put a week of real jobs on the calendar, and send a live invoice before you decide.