
Line-item quotes
Quote cleaning, filter service and agreed repairs as separate service lines.
Separate services, attach photos, collect online approval and request a deposit.
Every plan


Manage pool and spa profiles, visit water tests, product-strength dosing, chemical records, service reports and recurring visits in one property history.
Repeat pool stops still need the right access notes and a record of completed work. A filter-cleaning request lost in a message can turn a routine visit into a callback.
Pool Service
Make extras clear before a routine visit becomes a larger job.

Quote cleaning, filter service and agreed repairs as separate service lines.
Separate services, attach photos, collect online approval and request a deposit.
Every plan
Attach visible equipment or pool-condition photos to the estimate.
Keep before-and-after photos and checked-off work with each visit.
Every plan
Keep gate instructions and past pool services with the customer property.
Keep service addresses, access notes and work history attached to the customer.
Every planStart your Catalog with weekly cleans, filter service and equipment work; review the suggested guide ranges and confirm your own prices before quoting.
Choose from 21 trade packs with customer-friendly services, units, add-ons and relevant tool links. Suggested ranges are guides; the owner must confirm prices before quoting.
Every plan · Linked tools retain their plan requirementsBring in pool-service rates and maintenance extras from CSV or Excel, preview the column matches and avoid creating duplicate services.
Preview and match service-list columns, including Jobber and Housecall Pro exports. Avoid duplicate services and confirm your prices before quoting.
Every planPool Service
Tell customers which pool services your business handles.

Publish pool-cleaning and maintenance service pages in your own brand.
Build service pages with your logo, colors, fonts, job photos and voice.
Every plan
Show your real cleanup and equipment-service photos.
Keep before-and-after photos and checked-off work with each visit.
Every plan
Find a returning customer’s service history before discussing the next visit.
Keep service addresses, access notes and work history attached to the customer.
Every planPool Service
Give every regular pool stop a place in the week.

Build recurring plans for agreed pool-service visits.
Keep repeat services, property addresses and upcoming visits together.
Every plan
Schedule visits and assign crews and trucks on Crew or Fleet.
Keep visits on one calendar, with crew and truck assignments on the dispatch board.
Scheduling: every plan · Dispatch: Crew & Fleet
Use visit checklists and photos to record the work performed.
Keep before-and-after photos and checked-off work with each visit.
Every planCalculate pool or spa gallons, log chlorine, pH and other readings, compare your targets and calculate configured product doses with label and retest warnings.
Keep pool and spa profiles, volume, visit readings, target ranges, saturation index, product-strength dosing, actual chemical logs and reading charts. Always follow the product label; never mix products.
Every plan · Atlas trends: FleetRecord chemicals actually added to that pool stop, rather than automatically logging the suggested dose.
Keep permanent visit application records with append-only notes. Actual use deducts stock and records job cost once; client notices are optional.
Every planPool Service
Account for the costs behind a routine service stop.

Send an invoice for pool service and approved extras with a payment link.
Send an invoice link, accept card or ACH, and record cash or checks.
Every plan
Record supplies, replacement parts and job expenses to compare costs with revenue.
Compare job revenue with recorded labor, materials and expenses.
Every plan
On Fleet, ask Atlas to flag repeatedly drifting pool readings and rising chemical use from your saved tests and application records.
Ask about your business and review recommendations grounded in your business records.
FleetSend the owner a reading-and-photo report and choose included or separate chemical billing on the recurring pool plan.
Share readings, additions, photos and notes by email or portal. Include chemicals in a recurring service price or bill them separately, and quote equipment problems.
Every planCalculate pool or spa gallons, log chlorine, pH and other readings, compare your targets and calculate configured product doses with label and retest warnings.
Every plan · Atlas trends: Fleet
Record chemicals actually added to that pool stop, rather than automatically logging the suggested dose.
Every plan
Send the owner a reading-and-photo report and choose included or separate chemical billing on the recurring pool plan.
Every plan
Build a price-ready service list for weekly cleans, filter service and equipment work, with the owner approving every imported price.
Every plan · Linked tools retain their plan requirements
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