Pool service software

Pool service software for weekly routes, technician assignments, repair estimates, invoices, and payments.

Smart Book helps owner-led pool service businesses keep recurring route work, property access notes, technician assignments, one-time repair estimates, invoices, card payments, receipts, and customer history connected.

Try one job before you switch.

Add a client, schedule a job, and create an invoice during your free trial.

Try Smart Book for pool service jobs

7 days free · No credit card required · Then $30/month or $300/year if you continue.

Sign up with Google, or enter your email, choose and confirm a password, then verify your email. No card details.

See the product tour first

7 days free · $30/month or $300/year · no per-tech Smart Book fee.

Pool service software workflow in the Smart Book weekly schedule using demo data
Current Smart Book schedule interface populated with demo records.
Weekly recurring pool-service schedules
Gate, access, property, and customer notes
Technician assignments and route-day workflow
Repair estimates, invoices, card payments, receipts, and service history

From scheduled to paid

One workflow instead of a calendar, notebook, invoice app, and group chat.

Add the pool once → schedule weekly service → assign the technician → complete the stop → estimate repairs when needed → invoice and collect payment.

Recurring + one-time scheduling

Run repeat customers and one-off jobs from the same schedule.

Whole-crew access

Owner, admin, dispatcher, and technician roles are included in the current Smart Book plan.

Estimate → job → invoice

Keep approvals, work, invoices, and customer history connected instead of splitting them across apps.

Online payments

Connect Stripe for customer card payments, saved-card workflows, and receipts.

Explore the full field service software features, review Smart Book pricing, walk through the product tour, or see why Smart Book uses a flat-rate whole-crew plan.

Built for recurring pool routes

Keep the pool, route visit, technician, repair work, invoice, and payment connected.

Pool service combines predictable weekly stops with occasional repair or equipment work. Smart Book keeps both sides of the account tied to the same customer and property history.

Weekly service stays recurring

Set up repeat pool visits instead of rebuilding the route schedule by hand each week.

Gate and property notes stay with the stop

Keep access instructions, service-location notes, and prior history available to the office and assigned technician.

Technicians get a focused route-day view

Use My Day for assigned stops, route order, directions, notes, and job actions.

Repairs can start with an estimate

Create one-time repair or equipment estimates without separating that work from the recurring service account.

Completed visits connect to billing

Keep job completion, invoices, card payments, receipts, and customer history tied together.

Technician growth does not add per-seat Smart Book fees

The current Whole Crew plan includes owner, admin, dispatcher, and technician roles for $30/month or $300/year.

Weekly pool service workflow

From a new pool account to recurring service, repairs, and payment.

Keep the weekly route predictable while preserving a clean path for repair estimates and one-time work when equipment problems come up.

1

Add the customer and pool location

Save the service address, gate or access details, contact information, and property notes.

2

Set the recurring service

Create the weekly or other repeat schedule so the pool stays on the calendar.

3

Assign the technician

Place the visit on the schedule and assign the technician responsible for that stop.

4

Work the route from My Day

Technicians can see assigned stops, directions, notes, and job actions in a phone-friendly view.

5

Complete service or estimate a repair

Close the routine visit, or create a connected estimate when additional equipment work needs approval.

6

Invoice and collect payment

Create or send invoices when configured, accept connected card payments, and retain the receipt and history.

Built around real service work

Smart Book is designed for owner-led local crews that need the basics done reliably before they need enterprise complexity.

Weekly pool service
Chemical service
Filter cleaning
Equipment repair
Opening and closing
Small commercial pools

Pool service software FAQ

Questions pool-service owners ask before switching software.

Can Smart Book schedule weekly pool service?

Yes. Smart Book supports recurring schedules including weekly service, plus other recurring frequencies and one-time jobs.

Can I store gate codes and property notes?

Yes. Service-location records can keep addresses, access details, notes, and service history.

Can technicians work their assigned pool route from a phone?

Yes. Technician My Day supports assigned stops, route order, directions, notes, and job actions.

Can I estimate equipment repairs for an existing route customer?

Yes. One-time estimates and jobs can stay connected to the same customer record used for recurring pool service.

Can Smart Book handle invoices and card payments?

Yes. Smart Book supports invoicing and connected Stripe payment workflows.

Does Smart Book charge per pool technician?

No. The current Whole Crew plan includes owner, admin, dispatcher, and technician roles for $30/month or $300/year.

Does Smart Book include water-chemistry dosing calculations, equipment telemetry, or pool-industry compliance tracking?

Not currently. Smart Book focuses on CRM, recurring schedules, field workflows, estimates, invoices, payments, and service history rather than chemistry or equipment-monitoring systems.

Need to compare the broader workflow? See all Smart Book features, review the product tour, compare the $30/month Whole Crew plan, or review the Trust Center.

Run the jobs. Let Smart Book handle more of the admin.

Founding 100 launch businesses can request free setup/import help during onboarding.

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