Saturday · June 7, 2026 · weather 84°F sunny
Good afternoon
Today's Stops
14
11 done · 3 remaining
Active Customers
187
+4 this month
June Revenue
$42,840
+11% vs May
Chem Alerts
3
Need attention this week
Today's route — remaining stops
Full route
2:15 PM
Maple Drive — residential · weekly
3:00 PM
Lakewood Ct — residential · weekly
4:00 PM
Pinewood Apartments — commercial · bi-weekly
Chem alerts — this week
All readings
Oak Lane #4327 — pH dropped to 7.0, CYA at 12 (low)
FRI READING · ACID DOSED · NEEDS CYA TOP-UP TUE
Hilltop Estate — calcium hardness 380 (high), warning zone
PARTIAL DRAIN + REFILL RECOMMENDED · MONITOR
Brook Hollow community — combined chlorine 0.6, shock needed
SHOCK SCHEDULED FOR NEXT BI-WEEKLY · CUSTOMER NOTIFIED
Equipment service queue
All work orders
Pump replacement — Lakewood Ct
PARTS ORDERED · INSTALL TUE
Filter cartridge change — 6 customers
BATCHED FOR THIS WEEK
Heater diagnostic — Maple Estates HOA
SCHEDULED THU MORNING
Liner repair quote — Sunset Pl
QUOTE SENT · AWAITING APPROVAL
This week at a glance
71 of 92 weekly stops complete · on track. 3 work orders open. June MTD ahead of pace.
Monday — 18 stops · all complete
Tuesday — 16 stops · all complete
Wednesday — 21 stops · all complete
Thursday — 22 stops · all complete
Friday — 14 stops · 11 done
14 stops today · 11 complete · 3 remaining · 47 mi
Routes
Today — Friday June 7
8:00 AM
Riverside #421
8:30 AM
Riverside #427
9:00 AM
Oak Lane #4327
9:45 AM
Oak Lane #4341
10:15 AM
Hilltop Estate
11:15 AM
Sunset Pl #12
11:45 AM
Sunset Pl #16
12:30 PM
Brook Hollow community
1:30 PM
Beaver Lake Estates HOA
2:15 PM
Maple Drive
3:00 PM
Lakewood Ct
4:00 PM
Pinewood Apartments
Free + Combined chlorine · pH · alkalinity · CYA · hardness · TDS
Chemistry Log
Latest reading — Maple Drive · 2:34 PM
Just loggedFree Cl
3.2
Target 1.0–3.0
Comb Cl
0.1
Target < 0.4
pH
7.6
Target 7.4–7.6
Alk
125
Target 80–120
CYA
42
Target 30–50
Hard
210
Target 200–400
Recommended: muriatic acid 1 cup to bring alkalinity into range. Customer notified via auto-text with reading photo. Next check Tue.
| Date | Pool | Free Cl | pH | Alk | CYA | Hard | Action |
|---|---|---|---|---|---|---|---|
| Today 2:34 PM | Maple Drive | 3.2 | 7.6 | 125 ⚠ | 42 | 210 | Acid 1 cup |
| Today 11:34 AM | Sunset Pl #12 | 2.1 | 7.4 | 105 | 38 | 240 | Routine |
| Today 10:58 AM | Hilltop Estate | 2.8 | 7.5 | 110 | 45 | 380 ⚠ | Partial drain rec. |
| Today 9:34 AM | Oak Lane #4327 | 1.4 | 7.0 ⚠ | 90 | 12 ⚠ | 220 | Acid dosed · CYA Tue |
| Yest 4:18 PM | Maple Estates HOA | 2.4 | 7.5 | 100 | 40 | 260 | Routine |
| Yest 3:02 PM | Brook Hollow community | 1.2 | 7.5 | 105 | 45 | 320 | Comb Cl 0.6 — shock pending |
187 active pools · 142 residential · 45 commercial
Pools
Per-pool Profile + History
Full pool spec, equipment list, every chem reading, photo timeline, and service history.
- Spec sheet: gallons, surface, sanitizer, filter type, pump HP
- Equipment inventory with install date + warranty status
- Photo timeline (visit photos in chronological order)
- Customer preferences (gate code, dog warning, payment method)
- Seasonal open/close history
11 active work orders
Equipment Service
Work Order Pipeline
Quote → approval → parts → install → invoice — every equipment job tracked end-to-end.
- One-click quote PDF generation
- Parts ordering integration (Pentair, Hayward, Jandy)
- Tech time tracking per job
- Photo proof of repair
- Warranty claim filing
187 active · $42,840 MTD · 94% retention
Customers
Customer Database
Every household, every pool, every dollar invoiced — searchable, sortable, filterable.
- Residential / commercial / HOA segmentation
- Billing preferences (auto-pay, invoice, check)
- Service schedule (weekly / bi-weekly / on-call)
- Communication log (call, text, email history)
- Lifetime value and tenure
$8,420 outstanding · 5 invoices > 30 days
Invoicing
Auto-Invoicing + Payments
Auto-bill monthly service plus per-visit extras. Stripe + ACH + checks all reconciled.
- Auto-monthly recurring billing
- Per-visit upcharges added automatically
- Stripe + ACH payment processing
- Aged receivables surfaced as collection priorities
- QuickBooks sync
3 techs on roster · today: 2 routes, 1 service calls
Technicians
Tech Management
Schedule, certifications, route assignments, mobile app.
- Per-tech daily route assignment
- CPO + state-license tracking with expiration alerts
- Mobile tech app: visit logging, photo capture, chem entry
- Tech scorecard (visits/day, customer feedback, retention)
Monthly · seasonal · YoY
Reports
Business Reporting
The numbers an operator actually needs to run a pool service.
- Monthly revenue by customer type
- Service vs equipment revenue split
- Tech utilization (visits per hour, drive time)
- Chemical cost per pool per visit
- Customer retention cohorts
- Seasonal capacity planning
Service tax · use tax · 1099 contractors · chemical-purchase tracking
Tax & Compliance
↘ Shared engine — sourced from the Audit Practice cockpit · pool-service flavored: service-only states vs goods+service, tech 1099s, chemical use-tax tracking
Sales Tax MTD
$2,184
From equipment installs + chemicals
Service-Only Revenue
$31,200
Tax-exempt in this state
1099 Techs
3
All W-9s on file
Chemical Use-Tax
$840
Inbound from out-of-state suppliers
Current period — tax breakdown
| Category | Revenue | Taxable? | Rate | Tax Due |
|---|---|---|---|---|
| Weekly service (residential) | $18,400 | Exempt (service-only state) | — | $0 |
| Weekly service (commercial) | $12,800 | Exempt | — | $0 |
| Equipment installs | $28,400 | Taxable (goods) | 6% | $1,704 |
| Chemicals sold separately | $8,000 | Taxable | 6% | $480 |
| Equipment service labor | $5,200 | Exempt (labor) | — | $0 |
HOA contracts · insurance · warranties · COA from chemical suppliers
Document Inbox
↘ Shared engine — sourced from the Audit Practice cockpit · pool-service flavored: HOA contracts, equipment warranties, chemical COAs, CPO certifications
| Document | Type | Linked to | Status |
|---|---|---|---|
| HOA-PinewoodApts-2026.pdf | Service contract | Pinewood Apartments | Renewed |
| Pentair-Warranty-Pump-S04231.pdf | Equipment warranty | Lakewood Ct pump | Active 5 yrs |
| COA-Chlorine-Batch4421.pdf | Chemical COA | This week's deliveries | Filed |
| CPO-Cert-MikeRodriguez.pdf | Tech certification | Mike R. · expires Aug 2027 | Current |
| Insurance-GL-2026.pdf | General liability | Business · annual | Renews Aug |
New-build financing waterfall · equipment loans · service-contract financing
Financing
↘ Shared engine — sourced from the Furniture cockpit · pool-flavored: new-pool-build financing (typical $35-75K range), equipment replacement financing, pre-paid annual-service plans
Current applications — this week
| Customer | Project | Approved | Limit | Status |
|---|---|---|---|---|
| Beaver Lake Estates HOA | New filter + pump system | Synchrony | $18,400 | Closed |
| Sunset Pl #12 | Liner replacement | Snap | $3,200 | Closed |
| Hilltop Estate | Heater + auto-cleaner | Wells Fargo | $8,800 | Pending docs |
| New homeowner — Mercer | New pool build (in-ground) | — | $58,000 requested | In waterfall |