Check the gate before the drive.
Water clear. Week sorted.
Weekly pool visits, filter cleans, and the first opening of the season. Keep the schedule, service notes, and invoices with each customer.
A photo of the pool is a start.
Know the pool. Then plan the visit.
Gather the service request, access details, and what the customer has noticed. Keep the photos and conversation together while you decide what the job needs.
Ask about the setup.
Use your website form for pool type, requested service, and the access details you need. Customers can include photos.
Give new questions a place.
Website chat can collect an inquiry using your business and service information, ready for you to review.
Add the neighbor’s referral.
Enter the call or introduction yourself, with notes about the pool and the next step you agreed.
Leads
4 new this week- Avery CollinsWebsite form8:36 AM
- Luca RiveraWebsite chatYesterday
- Morgan HayesAdded referralTue
- Riley ChenAdded by youMon
Routine care. Seasonal work. Your rates.
Keep the regular visit separate from filter cleaning and seasonal jobs. Build the estimate around the service you have actually agreed to provide.
pool service
Your price book
Filter clean is a separate job.
| Service | Price | Unit |
|---|---|---|
| Weekly pool service | $65 | visit |
| Filter cleaning | $120 | job |
| Seasonal opening | $280 | job |
| Seasonal closing | $250 | job |
| Additional cleanup | $95 | hour |
Your services. Your rates. Ready for the next estimate.
Example pricesGive the regular visit a scope.
Describe what your routine service includes and set the per-visit price in your own book.
Keep seasonal work distinct.
Save opening, closing, and filter-cleaning services separately so their scope is clear on the estimate.
Review anything additional.
Add extra services or materials to the estimate when needed. You decide the quantities and charges.
The weekly visit comes with its history.
Set up the repeat service and keep each visit’s notes with the customer. The next person can refer to what was recorded before arriving at the gate.
Tuesday. Side gate. Same pool.
Weekly pool care
ActiveThe visits, at a glance
- Oct 13Done
- Oct 20Done
- Oct 27Next
- Nov 3On the calendar
- Nov 10On the calendar
Keep repeat work on the calendar.
Choose the agreed schedule for the pool’s recurring plan and assign the visits as they come up.
Record what you checked.
Enter readings, observations, and work completed in job notes or checklists. Photos can show the condition you found.
Keep billing with the plan.
Use the plan’s recurring invoices for billing. Creating the invoice does not automatically charge the customer’s card.
Bring the pool notes with you.
Set up for the next service week.
Keep your pool customers, agreed services, and repeat appointments in one place.
Set up for pool service
Customer details
Import customers and add the contacts, access instructions, and pool notes you want to keep.
One placeServices and rates
Add routine care, filter cleans, openings, and closings to your own price book.
Your service listRegular visits
Set up agreed recurring plans and prepare the notes or checklists for each service visit.
Ready for the week
Questions pool service owners ask.
Your prices, your customers, and the way your shop works.
Can I keep weekly pool visits on the calendar?
Yes. Create a recurring plan with the agreed day and time. Repeat visits appear on the schedule, and you can pause the plan or skip a visit when needed.
Can I record water readings and treatment notes?
You can enter readings, observations, and treatment details in notes or checklists. OnSiteCall does not read test equipment or calculate pool chemistry for you.
Can I quote filter cleaning and seasonal work separately?
Yes. Keep those services in your price book and add them to the appropriate estimate. You choose the scope, quantities, and price before sending it.
Will the app automatically plan my driving route?
No. You schedule and assign the work. The mobile app can open external map directions, but OnSiteCall does not optimize the order of pool stops for you.
Will a recurring plan automatically collect payment?
No. The plan creates invoices according to its billing setup. Customer payment is separate; saving a plan or completing a visit does not automatically debit a card.
Everything for the next visit.
More time for the pool. Less chasing the notes.
Keep service requests, repeat appointments, visit records, and invoices with the customers they belong to.
Try it free for 15 days. No credit card required.