Customer records
Keep customer, property, and pool details together.
Manage your pool-service business with Poolside.
Organize your customers, routes, service reports, and invoices in one place. Poolside’s service marketplace is not available yet.
See how Pro works for your existing business →Start with your existing customers and company records.
Account readiness
Review payment setup and current account status.
Route planning
Review stops, schedules, and the territory you work in.
One central app
Routes, reports, messages, and invoice status stay together.
How it works
Three steps to an organized workspace.
Use Poolside Pro for your existing pool-service business. Marketplace jobs are not currently available.
- 1Account
Create your Pro account
Create or select your company and enter the services, territory, and team details for your existing business.
- 2Setup
Review your setup checklist
Review the completed, incomplete, and blocked setup items. Software readiness and marketplace readiness are separate.
- 3Organize
Bring your own work together
Import authorized customer records, review routes, and keep visit reports and invoice status in one workspace.
Tools for your business
Keep the work connected.
Poolside brings customer details, routes, reports, messages, and invoice status into one Pro account.
Customer and service context
Customer, property, pool and service details sit on one record your whole company can open.
Quotes and invoices
Quotes and invoices record the agreed scope and amount, and show whether each one is approved or paid.
Connected-account status
Payment settings show what Stripe Connect still needs before you rely on payments or transfers.
Routes, reports and billing together
Schedules, routes, chemistry logs, photo reports, invoices and customer messages share one company account.
Service areas you choose
Onboarding records the ZIP codes and mileage radius you cover, so you only appear where your truck already goes.
Customer imports
The CSV importer maps and validates your existing customer list before it writes any records.
Your workflow
Follow the work from customer to report.
Bring your own customer data into Poolside, review routes, and keep the service record organized. The walkthrough shows the current workflows and the setup needed to use them.
Pro accountcompany workspace
Your own work
Customer records, route plans, and reports stay connected within your company.
Customer imports
Map and validateRoute planning
Stops and schedulesService reports
Review and delivery statusThe Poolside Pro dashboard
Run the route and the office from one account.
Review route stops, visit information, service records, and account status through the Pro workflows. Your company data and setup determine what is available.
- Route stops, map context, and visit status in one place
- Chemistry readings and visit-photo records
- Messages linked to customer and service context
- Quotes, invoices, and payment status
- Payout readiness, blockers, and account status from Stripe Connect
Product walkthrough
See how the workspace fits your business.
Follow company setup, customer imports, route planning, service reports, and invoice status. Review the steps and prerequisites before creating your own workflow.
Read the Poolside Pro walkthrough →Requirements
What you’ll need to get started.
Start with accurate company information and review the setup checklist before relying on any workflow.
- Company accessCreate or select your company and confirm who can manage its records.
- Services and territoryEnter the services you offer and the ZIP codes and mileage radius you cover.
- Team and capacityReview team access, planned schedules, and the capacity settings for your work.
- Customer recordsUse records you are authorized to process, and review CSV validation before importing.
- Payment setup and termsReview connected-account requirements and current terms before taking payment or transfer actions.
FAQ
Questions from the field.
Understand the software, setup, and payment questions before joining. For current terms, contact Poolside at (888) 430-7350.
How much does it cost to join?
Poolside Pro software is free to use. Stripe processing fees apply to payments you collect, and marketplace jobs will carry a platform fee once the marketplace opens. Account creation does not guarantee a payout or its timing.
How do payouts work?
Payment and payout readiness depend on your connected Stripe account and the recorded job or invoice state. Review any setup requirements, fees, and displayed status before relying on a transfer. Account creation does not guarantee a payout or its timing.
Can I keep my existing customers?
Yes. Poolside Pro includes customer records and a CSV import workflow for an existing pool-service business. Map the fields, review validation results, and check imported records before planning visits. Using these tools is separate from receiving marketplace jobs.
Who sets the price — you or me?
For your existing customers, use quotes and invoices to record the scope and amounts you agree on. Marketplace requests have separate catalogue and pricing rules. Poolside's service marketplace is not available yet; review the request and its terms before any future work is accepted.
What if a homeowner is difficult?
Keep the agreed scope, messages, visit notes, and photos together. Contact Poolside with those details if an issue needs review. Refunds, credits, or changes to the work require review; they are not automatically promised by creating an account.
How is Poolside different from Thumbtack or Angi?
Poolside Pro brings customer imports, route planning, service reports, and invoice status into a workspace for your existing business. The product walkthrough shows those workflows and their setup requirements. Marketplace work has not launched, so evaluate the current tools rather than an assumed supply of leads.
Apply before we open your area.
Poolside’s marketplace is not open yet. Tell us where you work and we’ll email you before we open your ZIP. You can set up the Pro dashboard for your existing customers today.
Set up the free dashboard instead →or call (888) 430-7350