Pool Service Software

Pool Service CRM

Customer management made easy. Track everything you need to know about your clients.

• Offer clients access to quotes, invoices, messages and more with the Customer Portal

• Keep notes for client preferences and seasonal service reminders

• Easily track and report on services rendered and chemicals used

• Attach photos, property notes, and other documents to client files

• Get service call requests from your clients with online booking

Pool Service Scheduling

Manage jobs and easily schedule and dispatch to your team in with our unique Planner.

• Color-coding and multiple calendar views allow you to quickly assess your team’s availability

• Easily schedule seasonal and recurring work, like cleanings and chemical treatments

• Optimize routes to fit more visits in the day and increase efficiency

• Track job progress in real-time

Quoting & Invoicing

Plannit makes it easy to quote, invoice and get paid for everything from urgent treatment jobs to routine recurring work.

• Customize payment terms, options or a payment plan

• Use quote templates for your most common service types to save time

• Customers can approve work online 

• Integrated payment processing makes it easy to get paid

• Send contract renewals with a single click

• Connect Plannit to QuickBooks to keep all your financial records synced

Job & Time Tracking

• Job checklists ensure the correct pool service and chemical treatments are applied for each customer

• Add custom notes to work orders with special instructions 

• Built-in GPS tracking ensures you always know where your workers are

• Mobile punch clock makes it easy to track employee hours worked