A quick walkthrough of how Pool Billing Software automates billing, routing, field operations, and customer management. Click any screenshot to enlarge.
A guided setup wizard configures your company profile, payment gateways, portal settings, and email preferences. Once complete, your dashboard provides a real-time operational overview — customers, revenue, upcoming services, and team activity.
Setup Wizard — configure your business in minutes
Dashboard — your real-time business pulse
View your entire customer base with billing status, last service date, next scheduled visit, and outstanding balance. Click any customer to access their complete profile — billing history, services, messages, and portal impersonation.
Customer List — status, balance, and schedule at a glance
Customer Detail — everything about one account
Every customer has a complete billing hub. View transaction history with running balances, manage recurring subscriptions, issue charges, record payments, and send statements — most of it happens automatically once configured.
Transaction Ledger — automated record-keeping
Issue Charge — categorized and tax-aware
Statements — bulk delivery automated
Plan your entire week from one screen. The routing dashboard pairs a technician calendar with an interactive map. The optimization engine arranges stops for minimum drive time across all routes.
Routing Dashboard — calendar and map in one view
Technicians carry their optimized schedule, customer details, checklists, chemical entry, and photo capture in a native mobile app. Every visit follows a guided workflow — offline capable and fully automated.
Daily Schedule
Begin Visit
Chemistry
Photos & Complete
Your customers get a self-service portal for viewing invoices, making payments, setting up autopay, and reviewing their billing history — reducing your inbound calls and accelerating collections.
Customer Dashboard — balance and payments
Billing History — complete transaction access
This is a highlights overview. For a comprehensive walkthrough of all 18 screens including inventory, payroll, team management, reports, and settings, visit the full product tour.
See the Full Product TourEverything you just saw is included for $35/month. No add-ons, no hidden fees. Free data migration from your current software.
No credit card required. Setup in under 30 minutes.