CRM for Pool & Spa Service Companies
CRM Built for Pool & Spa Service Businesses
Running a pool and spa service business requires precision, consistency, and trust. Customers rely on you to keep their pools clean, balanced, and safe — often on a recurring schedule. The Service Pilot was built to help pool and spa companies manage customers, routes, recurring services, and payments without spreadsheets or scattered text messages.
Whether you service residential pools, commercial properties, or luxury spas, this CRM gives you full visibility into your operation.
Common Pool & Spa Business Challenges
Pool service companies face unique operational hurdles:
Managing weekly or bi-weekly recurring routes
Remembering chemical notes and service history
Customers forgetting payments
No centralized place for client communication
Missed calls while techs are in the field
Without a proper system, small inefficiencies quickly turn into lost revenue.
How The Service Pilot Solves These Problems
Built for Recurring Pool Service
- Customer CRM – Store customer info, pool details, chemical notes, and service history
- Recurring Job Scheduling – Weekly, bi-weekly, or custom schedules
- Two-Way Messaging – Text or email customers from one inbox
- Job Notes & History – Track issues, repairs, and special instructions
- Invoicing & Online Payments – Reliable, predictable cash flow
Optional upgrade:
- 24/7 AI Receptionist to capture calls when you’re servicing pools
Designed to Help You Scale
As your route grows, The Service Pilot helps you:
Reduce admin work
Stay consistent across crews
Retain long-term customers
Look professional at every touchpoint
Start Free — Upgrade Only When You’re Ready
No contracts. No pressure.
👉 Start with the Pre-Flight plan today