Pool Service CRM & Customer Management Software

A complete CRM built for pool service. Track every customer, property, and service visit. Know exactly who you're servicing before you arrive.

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Trusted By

FNS Pool Service and Repairs Gottlieb's Premier Pool & Spa Precision Pool & Patio
Dashboard

Customer List

Every customer in one searchable list. Filter by status, sort by name, and find anyone in seconds. No more scrolling through spreadsheets or digging through folders.

Searchable customer list with status filters
Mobile

Mobile Search

Your techs pull up any customer right from the field, including name, address, and pool details. One search from the truck and they've got everything they need.

Mobile customer search
In the Field

Stop Detail

Gate codes, access notes, and the full service checklist at every stop. No calls back to the office. Your tech has it all on their phone.

Stop detail with gate codes and checklist
Dashboard

Customer Table

Sort, filter, and manage your entire customer base from one powerful table view. Export to CSV, bulk-edit tags, or just get a quick count of active accounts.

Customer table with sorting and filtering
Dashboard

Customer Profile

Complete profile with contact info, service history, properties, and notes in one place. When a customer calls, you have their whole story in front of you before you even say hello.

Complete customer profile
Dashboard

Customer Portal

Customers can log into their own portal to view invoices, service history, and upcoming visits. Fewer phone calls for you, more transparency for them.

Customer self-service portal

See It In Action

Complete customer profiles with everything you need at a glance

Know Every Customer

See how PoolDial helps you manage customer relationships and grow your business.

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