Pool Service Companies
Connect your pool service software, accounting, and supply house purchases so you can see which routes, pools, and technicians actually make money. Cass & York builds custom AI-assisted document processing and software integrations that track pool chemical costs, route profitability and repair invoices, with human review for uncertain records.
Residential and commercial pool service companies running several routes or several locations, including operators that grow by buying routes and now carry more than one system.
Show Us Your Workflow[01] Where systems separate
Where the route and the books stop matching.
- 01Chemical readings and doses are logged at every stop, but chemical cost never lands on the pool that used it
- 02Some customers have chemicals included, some pay per use, and some have a cap, and billing doesn't always follow the agreement
- 03Supply house invoices for chemicals, filters, and parts are matched to repair jobs by hand, if at all
- 04Repairs and equipment replacements are sold on the route but tracked apart from the service account
- 05Bought routes arrive as a spreadsheet of addresses and rates that has to be checked against what customers actually pay
- 06Commercial pools need chemical logs on hand for health inspections, and those logs are buried in a technician's app history
[02] The software in place
The systems we usually find.
Most pool companies already run good route software. The gaps sit between the route, the supply house, and accounting, and between routes bought from owners who used different products.
Pool service platform
Skimmer
Routes, chemical readings, and service history at many residential pool companies. We come in when a question needs data from accounting or the supply house.
Pool service platform
Pool Brain
Routes, dosing, chemical cost tracking, and billing, used by companies running larger technician teams.
Field service platform
Jobber
Common at smaller pool companies and on routes a larger operator has bought.
Accounting
QuickBooks Online
Where payroll, chemical purchases, and repair revenue land, usually with a different customer structure than the route software.
Chemicals, parts, and equipment
POOLCORP and other supply houses
Purchases that rarely tie back to the pool, repair, or technician that used them.
[03] Questions worth answering
Numbers pool company owners ask for that no single system can answer.
- 01Chemical cost per pool
- Chemicals logged at each stop, priced from actual purchases, compared with what the customer's agreement allows.
- 02Profit per pool and per route
- Monthly rate and chemical charges minus technician pay, drive time, and product used, so unprofitable pools show up by name.
- 03Route density
- Stops per day and drive time between them, by technician, so new accounts and bought routes are placed where they fit.
- 04Repair revenue per technician
- Filter cleans, equipment replacements, and green to clean jobs sold on each route, joined to parts cost from supply house invoices.
- 05Retention of acquired accounts
- Which bought accounts are still paying after the transition, so guarantee claims with the seller are based on records.
[04] What we build
Keep your route software. Build what's missing around it.
We start with one report or reconciliation that costs your office time every week, then build the connections and software needed to make it reliable.
01
Chemical usage and cost by pool
Dashboards & Reporting →02
Route and technician profitability dashboards
Dashboards & Reporting →03
Billing checks against chemical agreements
Workflow Automation →04
Supply house invoices matched to repairs
Systems Integration →05
Commercial pool chemical log reports
Document Intelligence →06
Route acquisition onboarding and retention tracking
Unified Data Platforms →07
AI-assisted processing of chemical logs, service tickets and supplier invoices, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
The route purchase
A company buys a route from a retiring owner. We load the accounts, check rates against recent invoices, and track which customers keep paying through the seller's guarantee period.
The pool that costs more than it pays
Readings show a handful of pools need far more product every week. We price each dose from actual supply house costs and show which customers' rates no longer cover them.
Inspection week
An apartment community's pool is due for a health inspection. We pull every reading and treatment for that pool into one log the property manager can hand over, instead of screenshots from a technician's phone.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull pools, route stops, chemical readings, doses, and repair jobs from your pool software, plus payments, payroll, and supply house purchases from accounting.
02Unify
Match customers and bodies of water across systems, agree on how chemicals and repairs are costed, and flag stops and invoices that don't reconcile.
03Build
Deliver the dashboard, reconciliation, or log report your team asked for, with every number traceable to the stop or invoice behind it.
[08] Questions
Pool Service Companies: common questions
Do we need to replace Skimmer or Pool Brain to get better reporting?
No. Skimmer or Pool Brain keeps running routes and chemical logs. We combine that data with supplier invoices and accounting so chemical cost and margin show up pool by pool.
We buy pool routes. Can you combine data from routes that ran on different software?
Yes. We map each route's customers, rates, and service history to shared definitions so acquired accounts can be tracked and compared alongside your existing routes.
How do we find out which pools are using too many chemicals?
We price each logged dose from your actual supply house costs and compare it with the customer's rate and chemical agreement. Pools whose chemical cost keeps climbing stand out by technician and route.
Can you produce chemical logs for the commercial pools we service?
Yes. We pull readings and treatments from your service records into a dated log for each commercial pool, ready when a property manager or inspector asks.
Can AI automate chemical logs, service tickets and supplier invoices for pool service companies?
Yes. Cass & York can build a workflow that extracts structured details from chemical logs, service tickets and supplier invoices, matches them to records in Skimmer and Pool Brain and accounting, and flags missing or ambiguous information for staff review. The integration can track pool chemical costs, route profitability and repair invoices without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →