How to set up SpringOS
Get your pool cleaning business running in SpringOS
Follow these steps to go from signup to quoting, scheduling, and invoicing—tailored for pool cleaning workflows.
- 1
Define your service packages
Create flat-rate products for Weekly Pool Cleaning, Bi-weekly Pool Cleaning, Pool Opening, Pool Closing. Reuse them on every quote and invoice.
- 2
Add pool accounts to CRM
Import your route list with gate codes, equipment notes, and chemical preferences on each customer record.
- 3
Plan daily route stops
Schedule service visits on the calendar so techs and office staff share one view of the day's pools.
- 4
Bill accounts on schedule
Generate invoices from completed jobs or recurring agreements and email them with payment tracking.
Estimates
Estimates for pool cleaning
Product catalog quoting
Build estimates from your pool service service menu—flat, hourly, and per-sq-ft pricing calculated automatically.
Learn about this feature →Flat-rate service packages
Weekly, bi-weekly, opening, closing, and chemical visits as reusable products.
Learn about this feature →CRM & customers
CRM & customers for pool cleaning
Customer records with job history
Store access notes, property details, and every past estimate, job, and invoice on one account.
Learn about this feature →Pool-specific account records
Gate codes, heater type, salt vs chlorine, and equipment notes on every pool account.
Scheduling & jobs
Scheduling & jobs for pool cleaning
Crew and route calendar
Plan daily stops and keep office staff and field teams aligned on what's scheduled.
Learn about this feature →Recurring service scheduling
Block weekly and bi-weekly visits so nothing falls through the cracks as you add routes.
Invoicing & payments
Invoicing & payments for pool cleaning
Invoice from estimates or jobs
Turn approved quotes or completed work into invoices without re-entering line items.
Learn about this feature →FAQ
Pool Cleaning software FAQ
Common questions about using SpringOS for pool cleaning.
- Is SpringOS designed for pool service companies?
- Yes. Flat-rate products fit weekly and bi-weekly pool service, openings, closings, and chemical visits.
- Can I invoice recurring pool accounts?
- Yes. Create invoices from jobs or estimates and email them with due dates and payment tracking.
- Does SpringOS help with pool route scheduling?
- Yes. Job scheduling shows daily stops so techs and office staff share one calendar.