Visit notes live in wet notebooks
Chemical readings and what-happened-today details sit in a truck notebook or a text thread. When a client questions a green pool, nobody can show the history.
Pool service software
Pool service software for weekly routes, visit notes, and recurring billing.
A pool route is a promise: same day, same time, every week — and the operators who keep that promise organized keep the route. Workspace369 attaches every client to a record, keeps the weekly route and visit notes in one place, and bills maintenance plans, openings, closings, and repairs on schedule.
Inboxemail, SMS, calls, and voicemail with AI summaries
Scheduleweekly routes, reminders, and client records
Paymentsinvoices, payment plans, and reporting
Key facts
Pool service software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "catch every request in one inbox" to "bill the route and quote the repairs".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
What breaks inside a pool service business
Recurring billing lags the route
The route runs every week, but invoices go out late and get paid later. Nobody can say which accounts are outstanding without a spreadsheet.
Seasonal work slips through
Openings, closings, and the repair a client mentioned in May all live in memory. The highest-margin work of the year never gets quoted or scheduled.
The product
See the workspace your clients feel.
01
Scheduling that fills itself
Appointments, shoots, sessions, and follow-ups tied to the client record — with automated reminders arriving on time.
02
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
How Workspace369 runs a pool service business
01
Catch every request in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so repair calls and new-pool inquiries get a fast reply.
02
Run the weekly route from one schedule
Scheduling ties every weekly visit to the client record, and automations send confirmations and reminders when the route shifts.
03
Log readings and photos per visit
Chemical readings, visit notes, and photos stay attached to the client record, and the client portal gives homeowners proof of every visit without extra admin.
04
Bill the route and quote the repairs
Invoices with payment plans bill weekly service on schedule, quotes go out for repairs and seasonal open and close work, and reporting shows the route's revenue.
Product coverage
Pool service coverage
- It connects the route to the record: shared inbox, scheduling, and automated reminders in one place.
- Client records and the client portal keep chemical readings, visit notes, and photos organized between visits.
- Invoices, payment plans, and automated reminders make weekly service revenue predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Scheduling
Automations
Client portal
Quotes and proposals
Invoices and payment plans
Reporting
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. One star off only because I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
Why Workspace369 fits pool service searches
What is pool service software?
Pool service software runs the business side: client records, weekly route scheduling, visit notes, invoices, payments, and reporting. Workspace369 connects all of it in one workspace: 10 coverage areas, with plans from $29/mo for one seat.
Does Workspace369 do route optimization or water chemistry calculations?
No. Workspace369 is not a routing or dosing-calculator tool. It runs the business side — scheduling, visit notes, client communication, quotes, invoices, and payments — alongside the tools you use to test and treat the water.
Can clients see proof of each visit?
Yes. Visit notes, chemical readings, and photos stay attached to the client record, and clients see them in a branded portal — which cuts the 'was anyone actually here?' calls.
Does Workspace369 handle seasonal openings, closings, and repairs?
Yes. Quotes go out for repair and seasonal work from the client record, scheduling books the visit, and invoices with payment plans bill it on schedule, with automated reminders for anything outstanding.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
