CRM for Pool Service Companies

• The problem

  The customer says the water has been cloudy for weeks and you have no readings to show.

  In Kompot.ai

  The technician adds a note to each visit's job with chlorine, pH, alkalinity and what was added, plus a photo of the pool. The readings line up by date on the customer's page, so you can show what was found and what was done at every stop.

• The problem

  The filter is overdue for a clean and nobody notices until the pressure climbs and the water turns.

  In Kompot.ai

  Keep the date of the last filter clean and the last salt cell inspection as fields on the customer. A scheduled workflow creates a task for the technician when the next one is due, so it is done on a regular stop and billed, not discovered as a green pool.

• The problem

  The tech spots a leaking pump seal, mentions it at the door, and the repair is never quoted.

  In Kompot.ai

  The technician attaches a photo of the pump to the job, and the office builds the repair estimate from the price list that afternoon. You see whether the pool owner has opened it, and once they approve, it becomes the invoice for the repair.

• The problem

  Monthly service is billed by hand and the extra chemicals never make it onto the bill.

  In Kompot.ai

  Run the monthly service as a subscription invoice with a card payment link. Extras — a filter clean, a shock treatment after a storm, a bag of salt — go on a separate invoice from the product catalogue, raised from the job where they were used.

• The problem

  Opening season arrives and the same customers have to be chased one by one.

  In Kompot.ai

  Send an email campaign to the segment of customers whose pools you opened last year, with a link to the online booking page where they pick a free slot. A scheduled workflow then gives the office a task to phone the rest before the first warm week.

What you keep on record

Water chemistry log

Chlorine, pH, alkalinity, stabilizer and the chemicals added, as a dated note on each visit's job.

Pool and equipment

Volume, surface, sanitizer type and the make and install date of the pump, filter, heater and salt cell, as custom fields.

Access and service day

Gate code, dogs, where the equipment pad is and the weekday of the stop, on the customer's record.

Chemicals, parts and services

Weekly service, filter cleans, openings, closings, chemicals and common parts in the product catalogue.

Questions owners ask

Can technicians log chemical readings at each stop?

Yes. They open the job in a phone's browser and write the readings and the chemicals added as a note, with a photo. The notes build a dated log on the customer's page. They are free-form notes, not a dosing calculator.

How does it handle weekly service routes?

Each stop is a job with a technician, a day and an address, and the calendar or the job table shows a technician's stops for the day. The order of the stops is yours to decide; Kompot.ai does not plan the driving for you.

Can I bill monthly pool service automatically?

Yes. The monthly subscription invoice is sent with a payment link, the pool owner pays by card through Stripe or PayPal, and unpaid invoices are flagged as overdue. Repairs and extra chemicals are invoiced separately.

Can I keep track of each pool's equipment?

Yes. Add custom fields for the pump, the filter, the heater and the salt cell with make, model and install date. When a customer calls about a noisy pump, the office sees what is on the pad before sending anyone.