Everything Pooly does, in one list.
Pooly is built only for pool service. Routes, chemistry, customers, quotes, payments, financing, AI, office, and reporting in one platform. Below is the complete feature list with what is live in beta and what is on deck.
Category 1
Routes and dispatch
Plan, run, and rerun multi tech routes with the patterns pool service actually uses.
- Beta
Visual route planning
Plan tomorrow today. Drag and drop stops, see techs and timing on a map.
- Beta
AI route resequencing
Pooly suggests faster sequences based on traffic, drive distance, and pool size weighted service time.
- Beta
Multi tech dispatch
Assign stops, balance load across techs, and reassign in real time when something changes.
- Beta
Recurring weekly schedules
Pool routes are weekly, biweekly, monthly, or seasonal. Pooly handles each cadence natively.
- Coming soon
GPS and tech location
See where each tech is, what they completed, and what is next.
Category 2
Chemistry and service
Body of water tracking, AI chemical recommendations, and LSI auto calc.
- Beta
LSI auto calc
Langelier Saturation Index calculated from readings on every visit. No manual math.
- Beta
AI chemical recommendations
Recommended dosing based on readings, pool size, and history. Trained on real pool service patterns.
- Beta
Body of water tracking
Pooly tracks each pool as a body of water with its own gallons, surface, equipment, and chemistry history.
- Beta
Service documentation
Visit notes, checklists, and photos captured at the stop. Send a service report to the customer automatically.
- Beta
Reading trend analysis
Track pH, alkalinity, calcium, CYA, salt, and more over time. Catch drift before it becomes a problem.
Category 3
Customer experience
Customer portal, one way texting, auto pay, and a service history customers can see.
- Coming soon
Customer portal
Customers see service history, balances, invoices, and submit one off requests.
- Coming soon
One way customer texting
Send arrival texts, service reports, payment receipts, and seasonal notices. Built in, no add on tier.
- Beta
Auto pay enrollment
Customers set up auto pay in the portal. Card on file is stored securely with our payments partner.
- Beta
Card on file
Charge equipment add ons, repair tickets, and service charges to the saved card.
Category 4
Quotes and sales
Good / Better / Best tier quotes built natively. Equipment and renovation quoting in the same flow.
- Beta
Good / Better / Best tier quotes
Three tier quotes by default. Customers see options at three price points. Close rates go up.
- Beta
Quote builder
Drag in line items from a saved catalog. Save templates by job type for routine reuse.
- Beta
Equipment and renovation quoting
Heaters, pumps, salt cells, full renovations. Same quote builder, more line items.
- Coming soon
Customer quote acceptance in the portal
Customers review tiers, accept, and apply for financing in one flow. No PDF email tag back and forth.
Category 5
Native embedded payments
Payment rails Pooly owns directly through ClayPay. No Stripe middleman, no partner processor referral cut.
- Beta
Owned payment rails
Pooly does not route payments through a third party processor. The operator pays one rate to one platform.
- Beta
Auto pay built in
Auto pay enrollment is in the same flow as service setup. No separate processor portal handoff.
- Beta
Card on file
Securely save customer cards for recurring service and on demand charges.
- Beta
Invoicing and receipts
Generate invoices, send receipts, and reconcile against your books with one source of truth.
- Beta
Processing rate transparency
Operators see the rate, the deposit timeline, and the funding schedule. No surprise statement reconciliation.
Category 6
Native consumer financing
Financing in the quote and customer portal. Single integrated flow, not a separate Wisetack environment.
- Coming soon
Financing inside the quote
Customer applies, gets a decision, and signs without leaving Pooly. Operator gets paid by the lender.
- Coming soon
Financing in the customer portal
Returning customers can finance equipment add ons from their existing portal.
- Coming soon
Operator economics
Financing is sized for pool service ticket sizes. No surprise fees on the operator side.
Category 7
AI in the daily flow
AI shows up where it earns its keep. Routes, chemistry, quotes, and follow ups.
- Beta
AI route resequencing
Faster sequences. Recommended re routes when traffic or weather changes the day.
- Beta
AI chemical recommendations
Dosing recommendations from readings + pool size + history. Tech double checks, not invents.
- Coming soon
AI quote optimization
Suggested upsell tiers, pricing nudges, and packaging based on what closes for similar customers.
- Coming soon
AI customer follow ups
Drafted follow ups for late paying customers, stalled quotes, and post service check ins.
Category 8
Office and reporting
Dashboards, reports, and the QuickBooks pipeline that keeps the books clean.
- Beta
Operator dashboard
Routes today, deposits this week, open quotes, overdue invoices, top customers. One screen.
- Beta
Operator reports
Days to cash, average ticket size, route profitability, technician productivity, financing conversion.
- Coming soon
QuickBooks integration
Two way sync to QuickBooks Online. Reconcile invoices, deposits, and customer records.
- Coming soon
API access
REST API for export, custom dashboards, and integrations. Available on Fleet plans.
Category 9
Platform and access
Web today. Native apps coming. Built for techs in the field and the office at the desk.
- Beta
Web at beta
Mobile responsive web. Works on tablet, phone, and desktop. No download required.
- Coming soon
Native iOS and Android
Native apps with offline route handling, photo capture, and push notifications.
- Beta
Role based access
Owner, office, tech, and view only roles. Permissions per route, customer, and report.
Category 10
Migration and support
Switch without a cutover weekend. Founder led, direct support during beta.
- Live
30 day free trial
Full product access. Run both systems in parallel until you are ready to switch fully.
- Beta
Data import
Customer records, route assignments, service history, and chemical readings imported during the trial.
- Live
Founder led support
Real reply, no auto responder. Same people who build the product.
Have a feature question?
If something on this page is unclear, or you want to know whether Pooly does X, email the founders. Real reply.