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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Everything You Need to Know Your Customers
Complete customer profiles with properties, equipment, and service history
Complete Customer Profiles
Contact info, billing details, and communication preferences, all organized in one place for each customer.
Property Details
Pool type, equipment, gate codes, access instructions. All the details your techs need for every stop.
Full Service History
Every visit, every chemical reading, every repair logged automatically. See exactly what's been done.
Notes & Attachments
Add photos, notes, and documents. Track special instructions, equipment warranties, and important details.
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.
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.
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.
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 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.
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.
See It In Action
Complete customer profiles with everything you need at a glance
Built for Pool Service
Customers & Contacts
Store multiple contacts per customer, including homeowner, property manager, and tenant. Everyone who needs to know about service.
Multiple Properties
One customer can have multiple properties. Track each pool separately with its own equipment, chemicals, and service schedule.
Service Scheduling
Set recurring service schedules per property. Weekly, bi-weekly, or monthly, whatever your customer needs.
Integrated with Everything
Customers connect to routes, billing, work orders, and calls. Update once, see it everywhere. No duplicate data entry.
Know Every Customer
See how PoolDial helps you manage customer relationships and grow your business.
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