The CRM for pool and spa service companies
Pool service is a route business with a busy season on each end. Weekly cleanings all summer, a rush of openings in spring and closings in fall, and repairs in between.
Review Monster's CRM keeps the weekly route repeating, books the seasonal rush, and bills each visit without a stack of invoices. It's free with every Review Monster plan and live in about 30 minutes.
The hard parts
Weekly routes all season
Same pools, same days, every week. When it lives on paper, a new tech misses a stop and the customer finds a green pool.
Openings and closings all at once
Everyone wants their pool opened the same few weeks in spring. Booking them in order, without double-booking a crew, is a juggle.
Repairs found on routine visits
A tech spots a failing pump during a cleaning. If that doesn't turn into an estimate quickly, the customer forgets about it until it breaks.
How the CRM helps
Set weekly service once. Visits are created ahead and can charge the card on file when each is marked Done.
Let customers book openings and closings from your website, so the spring rush books itself.
Techs send a repair estimate with photos right from the pool deck, and the customer approves online.
Techs see their route, gate codes and notes on their phones.
A photo of the clean pool on each visit, kept on the job, if a customer ever asks.
Send a review request after an opening or a repair, by text and email.
A day with it
In early April your website's booking page fills with opening requests, each one landing on the calendar with the customer's details.
By June the weekly routes are running. Each tech opens the app, sees the stops and gate codes, and marks each pool Done as they go. Cards on file are charged automatically.
On Thursday a tech hears a pump grinding. He takes a short video and photos and sends a replacement estimate before he leaves. The customer approves it that evening.
The pump is swapped Monday, the invoice is paid from the link, and a review request goes out.
Questions people ask
Can weekly pool service bill automatically?
Yes. Recurring jobs can charge the card on file each time a visit is marked Done, or send an invoice instead.
Can customers book openings and closings online?
Yes. Online booking on your website puts each request on your CRM schedule.
Can techs send repair estimates from the field?
Yes. Techs build estimates in the app with photos and send them before leaving the property.
We also build websites for pools and spas businesses, wired straight into the CRM.
See the websitesReady to try it for pools and spas?
You'll be up and running in about 30 minutes, with your own local business number.