For pool service companies

Pool service software for weekly routes, chemical notes, and monthly billing.

Weekly service that repeats on the schedule, readings and photos on every visit, repairs quoted alongside the route, and one invoice a month that the saved card pays. The core of WorkBench FSM is free.

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A pool tech cleaning a swimming pool with a long pole

Weekly service · route dayOne invoice a month each

The WorkBench phone app: the week's schedule, one card per job

How it works

Every pool, every week

A visit series puts each weekly stop on the schedule weeks ahead. Move one, skip one, or add a filter clean without touching the rest.

Readings and photos on the visit

Chemical readings, what was added, and a photo of the water go in the visit's notes from the phone, so the next tech and the client's question both have an answer.

One invoice a month

Every visit of the month on one invoice with a dated line per visit, charged to the saved card. Repairs are quoted and invoiced on their own.

What's included

All of it is in Core, the free plan.

Recurring visit series

Weekly mows, quarterly filter changes, biweekly cleans — visit schedules generate real jobs weeks ahead that dispatchers can drag, reschedule, or skip one at a time.

Recurring billing, three ways

Flat monthly plans, bill-after-each-visit, or per-visit work consolidated into one tidy monthly invoice with a dated line per visit. Pick per client.

Saved cards & autopay

Clients keep a card on file, recurring work charges itself, and a declined card retries on a smart schedule with the client nudged to update it — before you ever have to make the awkward call.

Jobs with notes & photos

Every job carries its history: status, notes, and before/after photos from the field, so the office and the crew see the same thing.

Quotes with e-signature

Line items, optional add-ons the client can toggle, discounts, and deposits. Clients review and sign from their phone; accepted quotes convert to jobs in one click.

Payment reminders

Unpaid invoices get escalating reminders — on the due date, then 3, 7, and 14 days after — that stop the moment the money lands.

From the field

Owners who run their day on WorkBench.

“I used to juggle texts, a spreadsheet, and a separate card reader. Now a customer books online, I send the quote from my phone, and they pay the invoice from a link. One app instead of five.”

BrendanOwner, Excellent PC Building

“Install season is a sprint. WorkBench keeps every house on the route in order, the crew knows exactly where to go, and deposits are in before we ever pull out a ladder.”

EdanOwner, Knight Light Christmas Lighting

Questions

Can I bill weekly service once a month?

Yes. Completed visits pool up and go out as one invoice a month with a dated line per visit, charged to the saved card or sent as a pay link.

How do repairs fit alongside the route?

Quote the repair from the price book, let the client sign on their phone, and it becomes its own job and invoice, separate from the monthly service.

Where do chemical readings go?

In the visit's notes, with a photo if you want one. Every visit keeps its own notes, so the history of a pool is on the client.

Can clients see their visit history?

Yes. The client portal shows upcoming visits, past invoices, and payments, and they can message you or request more work from it.

Is WorkBench really free for a pool service company?

Yes. The core plan is free with full access for a small team, not a trial, with no card and no clock. Extra users and the optional add-ons are flat monthly prices; the pricing page and the free plan page have the current numbers.

Keep exploring

Handyman →Pest control →Appliance repair →Every trade →See every feature →The free plan →

Free to start. Full access, not a trial.

2 users included, flat-priced add-ons when the crew needs more. Your account opens the day you sign up.

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