4.98 Google rating

For pool cleaning, maintenance and repair companies

Pool Service Software and CRM for Pool Companies

BaseCloud is pool service software for the customer side of the business. Weekly service is billed on a recurring invoice, repair quotes go out from your pricebook and get followed up, and customers hear from you by text after each visit.

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Pool technician skimming leaves from a backyard swimming pool with a net

Weekly service billed every month

Example workflowA green pool that becomes a weekly customer

Clients who love our CRM system

Feel free to ask them about us.

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Cleaning the pool is the easy part. Billing and follow-up are where money gets lost.

A pool route runs on repeat customers, but the office work around it rarely keeps up. Monthly invoices are typed out one by one, a quote for a new pump sits unanswered, customers wonder whether anyone came this week, and the call from a new homeowner goes to voicemail while you're on a pool deck.

What BaseCloud CRM solves

What pool service software should fix

  • Weekly service customers billed every month without retyping invoices
  • Repair and equipment quotes built from one price list
  • Open quotes followed up until the customer decides
  • A message to the customer after each service visit
  • Equipment, readings and visit notes kept on every pool
  • A review request to every happy customer

How it works

From the first call to the monthly invoice

Four jobs a pool service office handles every week, set up once in BaseCloud.

New customers answered fast

A website form or a call creates the lead. Missed calls get a text back, so a homeowner looking for a pool company hears from you first.

  • Calls ring the office, then a cellphone
  • Missed calls get a text and a callback task
  • Pool size, type and gate notes in custom fields

What you get

Built for the pool service office

The BaseCloud features a pool company uses every week, in your terms.

  • Recurring invoices and repair quotes

    Bill weekly service on a schedule, quote repairs from a pricebook and take card payments online.

  • Readings and equipment per pool

    Tables on each customer for visit readings and for equipment, with the make, model, install date and warranty end date.

  • Texts from your business number

    Two-way and bulk texts for service updates, rain delays and seasonal offers, with 10DLC registration handled.

  • Repairs and openings on the calendar

    Repairs, openings and closings go in each technician's Google or Outlook calendar, with reminders sent automatically.

  • Follow-up and seasonal workflows

    Quote follow-ups, service messages, overdue reminders and opening and closing campaigns run from workflows.

  • Google reviews and rank grid

    Ask for reviews, reply to new ones and see your Google Maps ranking across your service area.

The BaseCloud difference

Built in, not bolted on

Calling, texting, WhatsApp, email, quoting, e-signature and automation are part of BaseCloud, not add-ons from other vendors. One login, one client record, and no connectors to keep alive between separate subscriptions.

  • Phone system
  • SMS
  • WhatsApp
  • Gmail / Microsoft 365
  • Workflow automation
  • Quotes & invoices
  • E-signature

Pool Service Companies on BaseCloud

One green pool, from first call to weekly service

This is an example of how a pool service company can set up BaseCloud. Every step is a standard workflow you can change.

Example workflow

A new homeowner whose pool has turned green

The homeowner finds you on Google Maps and fills in the quote form on your website. Here is how one cleanup becomes a weekly customer.

  1. 1. Lead created

    The form creates the customer with the pool details. The office gets a notification and calls back.

  2. 2. Quote sent

    The office quotes a green pool cleanup from the pricebook. A follow-up text goes out two days later.

  3. 3. Visit booked

    The cleanup goes in the technician's calendar. The homeowner gets a reminder the day before.

  4. 4. Visit logged

    The technician adds the readings, a note and a photo. The homeowner gets a text that the pool was serviced.

  5. 5. Weekly offer

    A workflow offers weekly service. The homeowner accepts and a recurring invoice starts.

  6. 6. Review collected

    After the first month, a review request goes out with your Google link.

You look after the pools. Quotes, billing, service messages and reviews happen around the route.

We pride ourselves on 5-Star Service

4.98 Google rating

Read our reviews on Google

Moving to BaseCloud was the best decision we could have made. The onboarding process was very professional. … It is comforting knowing you have a team of professional, knowledgeable people at your disposal.

Pieter vd WaltPosted on Google

Excellent service, professional team. The best I ever worked with.

Sandra ViljoenPosted on Google

Very professional and helpful. They consistently go out of their way to assist wherever needed. I would highly recommend them.

Annelien BouillonPosted on Google

Very knowledgeable team that understands our market.

Alan FritzPosted on Google

Thank you BaseCloud for … helping me get up to speed with your platform so that we could help our client fully integrate with your CRM.

Julian WesselooPosted on Google

Great team and very knowledgeable. Patient, but they keep their fingers on the pulse. Highly recommend.

The Capital DistilleryPosted on Google

Thank you to the incredible BaseCloud team for all your hard work and support.

Belinda VD MerwePosted on Google

Brilliant company!

Pieter KoelewynPosted on Google

FAQ

Pool service software questions

How much does BaseCloud cost for a pool service company?
Plans and usage rates for calls, texts and AI are on the pricing page. Every plan includes every feature, so recurring invoices, quoting, the phone system and workflows are not add-ons.
Can BaseCloud bill weekly pool service automatically?
Yes. Set up a recurring invoice for each service customer and it is raised automatically on the schedule you choose. Customers pay by card online through Stripe and the payment is recorded on the invoice.
Can it text customers after a visit or before a repair?
Yes. A workflow can text the customer when a visit is logged, and a calendar reminder can go out a set time before a booked repair. Texts go out from your business number, and for US numbers BaseCloud handles the 10DLC registration.
Does BaseCloud optimize routes or track trucks?
No. BaseCloud has no route optimization, dispatch board or GPS tracking. Repairs and one-time jobs are booked in each technician's Google or Outlook calendar and shown on a team calendar. If you need optimized daily routes, keep your routing tool for that.
Does it calculate chemical dosing from water readings?
No. BaseCloud has no water chemistry calculator and no chemical inventory. You can build a readings table with your own columns, such as chlorine, pH and notes, and keep each visit on the customer's record. It needs an internet connection, so there is no offline checklist app.
What does BaseCloud replace, and does it work with QuickBooks?
It can replace a separate phone system, texting tool, review tool and the spreadsheets you use for quotes and billing. Repairs and renovations can be tracked in stages on a Kanban board. QuickBooks connects through automation workflows that send customers, invoices and payments across.

Every pool billed. Every quote followed up.

Tell us how you quote, bill and keep customers updated today, and we'll show you that setup in BaseCloud.

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