Invoicing Software for Pool Service

Pool Service Invoicing Software

Weekly chemical visit → auto-invoice on completion. Equipment repair → one-off invoice with parts + labor. Monthly summary invoice option for recurring customers.

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Smarfle CRM - Pool Service Dashboard
Active Service Accounts

87

Stops Today

34

Repairs In Progress

5

Monthly Recurring Revenue

$18,600

Recent Jobs

Glenview Country Club

Weekly Pool Service

In Progress

Ross and Carmen Delgado

Filter Replacement

Scheduled

Oakdale HOA

Chemical Rebalance

Completed

Where pool service invoicing breaks down

The day-to-day friction every pool service owner recognizes.

Chemicals + supplies under-billed

Tech logs chemicals on paper, office mistypes = under-billed. Inventory + auto-pull fixes it.

Weekly invoices flood customer inbox

Customer doesn't want 4 invoices a month. Monthly summary invoice option (one bill = 4 visits) fixes it.

Equipment repair separate from chemical billing

Repair = different price + payment terms than chemical service. Should be separate invoice.

How Smarfle handles pool service invoicing

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

One-click invoice from work order

Mark a job complete and Smarfle pre-fills the invoice with the service, billable hours, parts used, and any expenses logged. You review, hit Send, customer gets it in 30 seconds.

Email + SMS + PDF send

Invoice goes to the client via email (with PDF attached + a Pay Now link) and optionally SMS. Owner sees Sent / Viewed / Paid status updates as the client interacts.

Embedded payment link

Every invoice ships with a Stripe-hosted Pay Now button. Client clicks, enters card or bank, payment lands in your account. CRM auto-marks the invoice paid, sends a receipt.

Aging report (0-30 / 30-60 / 60+)

See exactly which clients owe what, how long it's been overdue, total outstanding. Filter by client, sort by amount or age. Bulk-send reminders from the same screen.

Per-org invoice prefix + branded PDF

Invoices read 'RATHLY-00007' instead of generic 'INV-00007'. PDFs include your logo, address, payment terms, and notes. Numbers are sequential — no duplicates.

Top feature for pool service

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

Weekly chemical visit → auto-invoice on completion. Equipment repair → one-off invoice with parts + labor. Monthly summary invoice option for recurring customers.

Route SchedulingChemical LoggingRecurring BillingEquipment Repairs

Plans that grow with your pool service business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Pool Service Invoicing Software CRM questions

Yes. Every invoice generates a branded PDF on the fly (jsPDF — no external service). Includes your company logo, address, the line items, totals, payment terms, and notes. Owner can download from the invoice page; clients get it as an email attachment when you Send.
Yes. Every sent invoice has a Pay Now button that opens a Stripe-hosted checkout (card + ACH for invoices over $1k). When they pay, your CRM invoice auto-flips to Paid + a receipt fires to the client + a confirmation lands in your inbox + in-app.
Smarfle's daily cron auto-flips Sent invoices to Overdue past their due date. The Aging Report breaks outstanding balances into 0-30 / 30-60 / 60+ day buckets. Workflow automation can auto-email or auto-SMS overdue reminders on a schedule (e.g. Day 5, Day 14, Day 30 escalating tone).
Inventory items logged on WO auto-include with cost + markup. No manual transcription.
Yes. Set the customer's recurring service to monthly billing instead of per-visit. Smarfle bundles 4 visits into one monthly invoice.
Yes. Generate the repair as a separate one-off invoice. If customer has saved card from chemical service, repair invoice auto-charges with one click.

Ready to run your pool service business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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