Features

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.