Pool business reporting that shows where the money and time go

Revenue and money owed

• Revenue trend over the period you choose
• Revenue by line type: service, chemical, equipment, travel and other
• Aged receivables, so overdue money is easy to chase
• Top customers by revenue and a breakdown by billing type

Your customers over time

The customer report shows how your customer base has grown and how revenue is spread across customers. Every report has date range controls, so you can look at a week, a month, a quarter or a period you choose.

How the work went

The operations report is built from stops and jobs that were actually completed or skipped, not from what was scheduled. It shows how many were completed, the median time on site from the field timer, the completion rate and completed work per technician per day.

Each figure is compared with the previous period of the same length when both periods have data, so a quiet week is not compared with nothing. You can also see completed stops and jobs per week and a breakdown by service type.

Chemical spend by pool and month

On the Team plan, chemical costs are worked out from the treatments technicians record, at the pack cost on your price list. Spend is shown by product and month, and a trends chart can be filtered to one pool. A treatment without a pack cost is counted, never guessed.

Knowing what each pool really costs in chemicals is the starting point for pricing pool service properly. The figures come from the same records that Chlor’s invoicing uses.

Technician performance from measured work

Team also shows each technician’s completed and skipped work, pools serviced, water tests recorded and median time on site, once there are at least three timed stops or jobs to measure. There are no ratings or rankings: just the work that was recorded.

Water quality across your pools

The water quality report shows how readings are spread across your pools and the chemistry issues that come up most often, from the tests recorded in the water testing app.

Export for your records

Reports can be exported as CSV for a spreadsheet or as a PDF carrying your business name. Reports live in the web app, because they are desk work best done on a laptop.