Reports that actually answer the question.

Chemistry, revenue, operations, reputation, time tracking, chemical usage, and sales. All drillable by tech, location, and customer. Quit exporting to a spreadsheet every time you need a number.

See how it works

No credit card required · 14-day free trial · Cancel anytime

app.getpoolsurf.com
Reports
Revenue Report
March 1 – March 28, 2026 · all techs
Chemistry
Revenue
Operations
Reputation
Time tracking
Sales
Total invoiced
$0
562 billable visits
Total collected
$0
86% rate · up 4 pts
Outstanding AR
$0
3 overdue 30+
Expected vs collected · weekly
Hover any bar to drill to invoices
Expected Collected
Week 1 Week 2 Week 3 Week 4
Revenue by source
Recurring maintenance $54,042
Work orders · repairs $18,526
Projects $7,578
One-off visits $4,064
Click a source to drill into the invoices behind it.
Revenue by tech
MR
Mike Rodriguez $22,140
JT
Jake Torres $19,880
SP
Sarah Park $17,410
LG
Luis Gonzalez $14,780
Payment mix
Credit / debit54%
ACH26%
Cash14%
Check6%

Everything you get with Reporting

Built by people who've actually run the truck. Every benefit below came from a pool service owner who asked for it.

Chemistry Report

Per-reading trends (chlorine, pH, alkalinity, CYA) grouped by tech, location, or customer, correlated with alerts. Find bad chemistry before the pool turns green.

Revenue Report

Expected vs. collected, open estimate value, invoice aging, revenue by category. You know what you're owed, who owes it, and how old it is.

Operations Report

Completion rate, visit count, service mix over time. Spot slippage weeks before it hurts.

Reputation Report

5-star feedback, Google review counts, feedback timeline, drill-down by rating and tech. Prove your reputation, or catch the problem before anyone else does.

Time Tracking Report

Duration per visit, per tech, ready for payroll. Finally know what actually takes 30 minutes and what takes 90.

Sales Report

Estimate pipeline, conversion rate, revenue impact. See where deals stall and what's closing the fastest.

The difference, in plain English

Running a pool company before and after Reporting.

Before

The spreadsheet graveyard

  • Three different exports to answer one question
  • Formulas that break when a tech's name changes
  • No way to tie a bad review back to a specific visit
  • Guessing at profitability per pool
  • Blowing Sundays building reports for the Monday meeting
After

With PoolSurf

  • The report is already there when you need it
  • Drill from a number straight to the visit
  • Correlate chemistry, reviews, and revenue in one view
  • Every tech, location, customer. One click away
  • Monday starts in five minutes, not five hours

How it works

Three steps from "we should try this" to running it across the whole crew.

01

Pick a report

Seven prebuilt reports cover chemistry, collections, operations, and more.

02

Filter and drill

Slice by tech, location, customer, or date. Every chart is clickable.

03

Act on it

Find the green-pool tech, the high-value estimate, the late invoice. Jump straight to the record.

Frequently asked questions

The stuff pool service owners usually ask about Reporting.

Can I export to a spreadsheet?

Yeah, every report exports to CSV when you need to share with your accountant. Most shops stop exporting once the reports replace the spreadsheets.

How fresh is the data?

Live. Every report reflects what's in PoolSurf right now. No overnight batches, no stale charts.

Can I give my accountant access?

Export to CSV or PDF, or grant read-only access to a specific role. Share the slice they need without opening up the whole system.

Ready to stop drowning in paperwork?

Join the pool companies who switched to PoolSurf and finally took their Fridays back. Fourteen days free. No credit card. Cancel anytime.

No credit card required · Free 14-day trial