Reports & Intelligence

Service, chemical, cost and margin reporting.

9 guides

  1. 01 Service History A complete, searchable record of completed visits with photos, checklist answers, readings and the option to send or export reports.
  2. 02 Green Pool Alerts Automatic detection of pools that are turning green or have water-quality problems, so the office can act before the customer complains.
  3. 03 Chemical Cost report Understand what you spend on chemicals so you can protect margins and price service accurately.
  4. 04 Operational Cost by Client See the monthly operational cost attributed to each customer to understand who is profitable and who needs a price review.
  5. 05 Margin Report Bring revenue and cost together to see your margin, so growth decisions are based on profit, not just sales.
  6. 06 Chemical Demand Forecast and review chemical usage and quantities so purchasing is planned instead of reactive.
  7. 07 Chemical Alerts Surface readings that fall outside healthy targets, such as low chlorine or out-of-range balance, for fast follow-up.
  8. 08 Client Statement A clear account statement per customer showing charges, payments and balance, ideal for billing questions.
  9. 09 Green pool alerts before customers complain Catch algae and water quality issues early with proactive monitoring.