Pool and spa service software
DispatchMind runs a pool and spa service company from one place: calls and leads in, jobs on the schedule, the work on your team’s phones, then the invoice. Pick Pool and spa service when you sign up and it’s set up for your trade from the first screen. You can change any of it later.
Pool service is the same pools on the same days, week after week, with a green pool or a dead pump thrown in. DispatchMind builds each tech's weekly route in driving order, keeps the pump, filter and heater on file at each address, and turns repairs found on a route into signed estimates.
A typical pool and spa service job in DispatchMind
- A new customer signs up for weekly service and you set their service day.
- The visit shows up every week on that tech's route in driving order.
- The tech skims, brushes, checks the chemicals on the checklist, and notes the filter needs cleaning.
- They see the pump is leaking, pull the model off the equipment on file, and send an estimate for the repair.
- Weekly visits get billed on schedule and the repair invoice gets paid by card when it's done.
What pool and spa service owners tell us slows them down
Routes built from memory
Tech calls out and nobody knows the order. Recurring plans keep every pool on its service day and route mode puts the day in driving order, so anyone can run it.
Not knowing what equipment is at the pool
You show up for a repair without the right part. Equipment on file stores the pump, filter and heater brand and model at each address, and inventory shows what's on the truck.
Repair upsells that never happen
Techs see the problem but don't sell it. They build the estimate from your price book on the app and the customer approves it from their phone.
Set up for pool and spa service from day one
Your job types
- Weekly service
- Green pool cleanup
- Equipment repair
- Opening
- Closing
- Filter clean
- Leak detection
The details you keep on each job
- Pool size (gallons)
- Pool type
- Chlorine reading
- pH reading
- Alkalinity
- Chemicals added
A checklist for the work
Weekly service: Readings taken and written down · Chemicals added and written down · Skimmed and brushed · Vacuumed · Baskets emptied · Equipment checked · Gate closed
A starter price list
Your common items are already in your price book. You set every price; nothing is filled in for you.
- Weekly service
- Chemicals
- Filter clean
- Green pool cleanup
- Pump repair
- Opening
- Closing
Equipment on file
Keep what’s installed at each place, by type and brand (Pentair, Hayward, Jandy, Zodiac, Polaris, Raypak and more).
Repeat visits and routes
- Plans that say how often: every week, every 2 weeks, monthly, quarterly or once a year.
- Each customer gets a service day and time, and visits land on that day.
- Visits become jobs ahead of time by themselves. Skip or move one visit without touching the rest.
- Each tech’s day in driving order, nearest stop next, with directions for every leg.
Nellie knows the trade
Nellie is the assistant built into DispatchMind. On a pool and spa service account she knows how your customers talk and what to ask:
- Pool size, chlorine or salt?
- Weekly service or a one-time fix?
- Gate code or dogs?
- The address?
What she treats as urgent: A broken gate or fence around the pool (drowning risk); A pump or heater sparking, smoking or tripping the breaker.
What she never does: Never quote a price the company hasn’t set in its price book; Never promise what the tech will find before the visit.
Everything else
- Jobs move through four plain steps: Submitted, In progress, Pending, Done pending approval. Your trade’s own steps are color tags you can sort by.
- Estimates and invoices from your price book.
- A tech app for your team, with what each person may see set by you.
- Reports and commissions worked out from your own jobs.
- Bring your customers and jobs over from the system you use now.
Pool and spa service software: common questions
Can I run weekly pool routes in driving order?
Yes. Each pool gets a weekly plan with its service day. Route mode lines up the day in driving order on the tech's app.
Can I keep track of each pool's pump, filter and heater?
Yes. Equipment on file keeps brand, model and dates at the address. Techs see it before they quote a repair.
Can my techs log chemical readings?
Yes. Set up a checklist and job fields for the readings you take. The tech fills them in each visit and they're saved on the job.
Can I schedule pool openings and closings each year?
Yes. Set them as yearly plans and the visits are created ahead of time. Opening, closing and green pool cleanup are their own job types for pricing and reports.
Can I try DispatchMind for my pool service company before paying?
Yes. You get a 14-day free trial with every feature turned on, Nellie included, and no card needed. If it fits, you stay month to month. If not, you walk away.
Related trades
Try DispatchMind free for 14 days
Set up for pool and spa service. No card, month to month.