Field Service Software for Pool Service Companies
Manage weekly routes, track chemical readings, document equipment issues, and keep pool owners informed, built for pool service and maintenance businesses.
14-day free trial · No credit card required · Built for residential and commercial pool service operations.
The problems every Pool Service business runs into
WorkSlate is built around the workflows that actually matter for pool service companies.
Weekly routes that are hard to hand off to new techs
When a tech leaves, the route knowledge walks out with them. WorkSlate ties every customer's pool history, equipment details, and service notes to the job, not the technician.
Chemical readings with no documentation trail
If a customer claims you damaged their pool, you need records. Voice-to-notes (Professional and Business) lets techs log readings and observations, formatted and saved to the job record.
Equipment repairs that fall through the cracks
Tech notices a failing pump but doesn't have time to address it. WorkSlate lets them flag it on the job so it shows up as a follow-up, nothing gets forgotten.
Everything your Pool Service business needs
One platform. No duct-taped apps. No double entry.
Recurring weekly route scheduling
Set up every customer's service schedule once. Jobs generate automatically each week so your tech just works the route.
Service documentation & notes
Techs record chemical readings, observations, and issues using voice-to-notes (Professional and Business). AI formats it into a structured log attached to the job.
Equipment asset tracking
Log pumps, heaters, filters, and other equipment by pool. Track install dates, service history, and flag items that need attention.
Customer portal with service history (Professional and Business)
Pool owners see every service visit, what was done, and the condition of their pool. Transparent reporting that justifies the monthly fee.
Invoicing & recurring billing
Invoice monthly or per visit. Customers pay online, no check collection, no awkward payment conversations at the pool.
Estimates for repairs & upgrades
When a repair or equipment upgrade is needed, send a professional estimate the same day. Customers approve online and you get scheduled.
Sam Brooks, Weekly pool service
Estimate, 3 days old
| Weekly pool service | $95.00 |
|---|---|
| Filter cleaning | $85.00 |
| Total before tax | $180.00 |
Checklist
- Test and balance the water
- Brush and vacuum
- Photo of the clear pool
In the field, on the WorkSlate Tech app
Techs log each visit's checklist and photos from the phone, poolside, with or without signal.
Up and running in a day
No implementation project. No consultant. Just sign up and go.
Set up in minutes
Add your business details and start your price book from your trade's common services. Professional and Business can import customers from a spreadsheet.
Run your first job
Schedule the job, assign your tech, send the estimate, and collect payment, all from one place.
Keep them coming back
AI drafts your estimate follow-ups. On Professional and Business, service agreements book the repeat visits and the customer portal handles the status calls.
Free Pool Service tools: invoice generator and estimate generator, no login needed.
Your clean slate for field service.
Your first 14 days are free, and no credit card is needed.