For Pool & Spa Pros

Run Your Pool & Spa Business Without the Paperwork Pileup

Manage route stops, chemical logs, and customer billing from a single platform. Whether you service ten backyard pools or fifty HOA properties, Agiled keeps your technicians on schedule, your water readings documented, and your invoices out the door.

No credit card requiredFree 14-day trial
A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create

Pool Service Pipeline

BoardTableForecast

New Lead

2
JR

Johnson Pool Opening

Johnson Residence

$4751d
CR

Cedar Ridge HOA Weekly Service

Cedar Ridge HOA

$1,200/mo2d

Site Visit Scheduled

2
MR

Martinez Spa Renovation

Martinez Residence

$6,8003d
MR

Martinez Spa Renovation

Martinez Residence

$6,8003d

Estimate Sent

1
LE

Lakewood Pump Replacement

Lakewood Estate

$2,4004d

Service Active

1
CP

Weekly Full-Service Route

Chen Property

$350/mo0d

Seasonal Close

1
WF

Winterization Package

Walsh Family

$3251d

Route stop scheduling

Technicians zigzag across town, skip stops, or show up at the wrong time. Customers call asking where their tech is and you're checking a paper route sheet in the office.

Let customers book service calls, pool openings, and equipment consultations directly from your booking page. Route stops sync to your calendar so techs always know their next stop.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Route Stop — Cedar Ridge

45 min On-Site
March 2026
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Thursday, Mar 12

9 slots available

Equipment & repair estimates

Quoting a pump swap or acid wash over the phone leads to sticker shock at the invoice. Customers dispute charges you never documented.

Build itemized estimates with parts, labor, and chemical costs. Send for digital approval before ordering a single part, then convert to an invoice when the job wraps.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
EST-2024-087
draft
Send
Account
Cedar Ridge HOA
Contact
Karen Mitchell
Issued
Mar 1, 2024
Expires
Mar 31, 2024
DescriptionQtyRateAmount
Pool Opening & Chemical Balance1$375.00$375.00
Weekly Maintenance (12 weeks)12$95.00$1,140.00
Pump Replacement — Hayward SP26071$685.00$685.00
Acid Wash & Tile Cleaning1$450.00$450.00

Invoicing & seasonal billing

Monthly maintenance billing, one-off repair invoices, seasonal opening charges, and HOA net-30 terms all live in different spreadsheets. By month-end you're guessing who owes what.

Automate recurring invoices for route customers, generate one-click invoices from approved estimates, and track seasonal charges across residential and commercial accounts.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Revenue
$124,580+18.2%
Outstanding
$23,420-5.1%
Paid
$98,300+22.4%
Expenses
$31,240+3.8%

Recent Invoices

InvoiceClientAmountStatusDate
INV-2024-134Chen Property$350paidMar 1
INV-2024-135Cedar Ridge HOA$1,200pendingMar 5
INV-2024-131Martinez Residence$6,800overdueFeb 25
INV-2024-136Johnson Residence$475draftMar 18
INV-2024-132Lakewood Estate$2,400paidMar 3
INV-2024-133Walsh Family$325pendingMar 10

Chemical & supply expenses

Chlorine, muriatic acid, filters, and replacement parts are a constant cost. Without tracking per-route expenses, you have no idea which accounts are profitable and which are underwater.

Log chemical purchases, parts orders, and vehicle fuel per customer or route. Compare supply costs against revenue to price each stop profitably.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Expenses
5 expenses
+ New Expense
VendorCategoryAmountStatusDate
P
Pool Corp Supply Run
Chemicals$336.96approvedMar 4
C
Chemical Test Kits
Testing Supplies$96.12approvedMar 6
H
Hayward Parts Distributor
Equipment Parts$739.80pendingMar 8
V
Vehicle Fuel — Route Truck
Fuel$127.50approvedMar 10
L
Leslie's Pool Supplies
Chemicals$213.84pendingMar 12

Service agreements & documentation

HOA contracts, equipment warranty claims, and opening checklists live in email threads and filing cabinets. Finding the right document when a customer disputes a charge takes forever.

Store service agreements, checklists, and warranty claims on each customer profile. Send documents for e-signature and track who's viewed or signed.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Documents

New
DocumentTypeStatusRecipientsDate
Service Agreement — Cedar Ridge HOA
contractSignedKaren MitchellJan 15
Pool Opening Checklist
proposalSentJohnson ResidenceMar 1
Equipment Warranty Claim
contractViewedHayward Warranty DeptFeb 20
Seasonal Maintenance Contract
contractDraftLakewood EstateMar 18

Automated route & seasonal workflows

Opening reminders, filter replacement schedules, and water-test follow-ups depend on someone remembering. When the season gets busy, reminders stop going out and customers drift to competitors.

Set up automated workflows that trigger seasonal opening reminders, route scheduling confirmations, and follow-up messages after every service visit.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
ActiveWeekly route scheduling
EditorRuns 70
Live
Publish
YesNo
Trigger
Deals

Record command

Trigger on a Company

Condition
Logic

Deal value > $10k?

Evaluate deal amount

Action
Email

Send welcome email

Send onboarding email

Action
Teams

Assign to sales team

Route to sales rep

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Overview

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Customer portal for pool owners

Homeowners and HOA managers call or text asking for service history, chemical readings, and invoice copies. Every answer pulls a tech or office staff away from real work.

Give customers a branded portal where they view service logs, water chemistry history, upcoming appointments, and invoices on their own time.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
C
Crystal Clear PoolsClient Portal
JH

Welcome back, Jennifer

Here's an overview of your account.

Recent Invoices

View all

INV-2024-032

Mar 1

$4,800paid

INV-2024-031

Feb 15

$2,400pending

INV-2024-030

Feb 1

$6,200paid

Active Projects

View all

Website Redesign

18/25 tasks
72%

Mobile App MVP

9/20 tasks
45%

Brand Identity

27/30 tasks
90%

Support Tickets

New ticket

Login issue on mobile

high2h ago

Invoice PDF not downloading

medium1d ago

Feature request: dark mode

low3d ago

How it works

How pool & spa companies use Agiled

Real workflows from route-based pool service operations.

1

Lead captured

A homeowner requests a quote for weekly pool maintenance through your website or a phone call.

2

Site visit completed

A technician visits the property to assess pool size, equipment condition, and chemical needs.

3

Estimate sent

An itemized estimate covering weekly service, chemical costs, and any equipment repairs is sent for approval.

4

Customer added to route

Once approved, the pool is slotted into an existing weekly route for the nearest technician.

5

Recurring billing activated

Monthly invoicing starts automatically based on the agreed service plan.

Done

Built for pool & spa pros

Every tool a pool service company actually needs

From spring openings to weekly route stops to winterization billing — Agiled replaces the clipboard, the spreadsheet, and the shoebox of receipts.

Route pipeline

Track leads from first call through site visit, estimate, and active weekly service. See seasonal demand at a glance.

Route stop scheduling

Assign stops to technicians by day. Customers book openings and repairs online; techs see their route on mobile.

Chemical & service logs

Record pH, chlorine, alkalinity, and equipment status at every stop. Build a searchable history per pool.

Recurring billing

Automate monthly invoices for maintenance accounts. Handle one-off repairs and seasonal charges separately.

Itemized estimates

Quote pump swaps, acid washes, and weekly service packages with line-by-line detail. Convert approved estimates to invoices.

Customer portal

Homeowners and HOA managers view service history, water chemistry logs, and invoices without calling the office.

Online booking

Let customers schedule pool openings, equipment consultations, and emergency repairs from your booking page.

Supply cost tracking

Log chemical purchases, parts orders, and fuel costs per route. Know your true per-stop margin.

Seasonal automation

Trigger opening and closing reminders, route confirmations, and follow-up messages automatically each season.

Testimonials

Trusted by pool & spa services who value their time.

We run 140 pools across six weekly routes. Agiled replaced our paper route sheets, and now every chemical reading and service note is logged before the tech leaves the pool deck.
BK

Brian Kowalski

Owner, ClearWave Pool Service

Our HOA accounts used to be a billing nightmare — different rates, different schedules, net-30 terms. Agiled handles all of it with recurring invoices and a portal the property managers actually use.
NG

Nicole Grant

Operations Manager, AquaPro Pool & Spa

Last spring we sent opening reminders through Agiled and booked out our entire April calendar in nine days. The year before it took us five weeks of phone calls.
SM

Steve Morales

Founder, BlueHorizon Pool Care

Integrations

Connects with tools you already use

Google CalendarStripeQuickBooksGmailZapierGoogle MapsMailchimp+100 more

FAQ

Common questions about Agiled for Pool & Spa Services

Yes. Create weekly routes, assign pools to specific days and technicians, and reorder stops for efficiency. Techs see their daily route on mobile with customer details and service history at each stop.

Set up seasonal service packages as one-time charges or bundled estimates. When a customer books their opening or closing, Agiled generates the invoice automatically based on the approved estimate.

Yes. Technicians log pH, chlorine, alkalinity, calcium hardness, and any chemicals added at each service stop. The full history is stored on the customer profile and accessible through the client portal.

Create an account for the HOA and link individual pool properties under it. Each property has its own service schedule, chemical log, and notes, while billing rolls up to the HOA account with a single monthly invoice.

Yes. Through the client portal, homeowners and HOA managers view past service visits, water chemistry readings, upcoming appointments, and invoices — reducing inbound calls to your office.

Absolutely. Manage backyard pools, HOA community pools, hotel properties, and aquatic centers side by side — each with their own service schedule, billing terms, and documentation.

Stop managing your pool business from a clipboard

Route scheduling, chemical logs, estimates, and billing — all connected. Start free today.

No credit card requiredFree 14-day trialCancel anytime