A customer portal for pool service businesses

What customers see in the portal

• Their pools, with type, sanitisation, volume, heating, spa and equipment details
• Water test history with the readings from each test
• Open and paid invoices, with a button to pay
• A support form that sends their message to your business

The portal shows your business name, so customers know it is your service, not a software company, they are dealing with. Each customer sees only their own pools, water tests and invoices.

Water tests can be filtered, which helps when a customer wants to compare this month’s readings with the start of summer, and the dashboard gives them a quick summary of open invoices, their pools and recent tests.

Sign in with an email link

Customers sign in with a link sent to their email address, so there is no password to forget. Someone who is a customer of more than one Chlor business picks which one they want to see.

Water reports customers can follow

After a stop, send the customer a service-complete email from the water test. Visual water reports show each reading clearly, and you can print or download a report as well. On the Team plan you can attach reports to invoices, so the bill and the work arrive together.

The readings come straight from the test your technician recorded at the pool, so the customer sees the same numbers your technician saw. See how testing works on the water testing page.

Online payment from the portal

Customers pay an open invoice by card through Stripe. Chlor checks the invoice can still be paid and reuses an open payment session, which guards against the same invoice being charged twice. Chlor takes no cut; Stripe’s processing rates apply. Paid invoices stay in the portal, so customers can find them again later. More on billing is on the invoicing page.

Why a portal helps a pool business

Customers can check their latest water results, find an old invoice or pay a bill at any hour, without waiting for you to call back. The portal is included on both the Solo and Team plans. Read more about automating the admin in a pool business.