Every repair, swap, and rebuild. Tracked.
Stop losing $900 repairs because a sticky note fell off the desk. Dispatch the job, run it, close it out, invoice it. All in the same record.
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Everything you get with Work Orders
Built by people who've actually run the truck. Every benefit below came from a pool service owner who asked for it.
The whole lifecycle in one record
Draft, scheduled, dispatched, in progress, complete, invoiced. Every job moves through the same clean pipeline. No mystery states and no "did we ever close that one?"
Multi-stop, multi-tech built in
Big rebuild? Route the stops, assign a crew, promote a lead. PoolSurf handles the coordination so nobody pulls up to an empty driveway.
Approved estimate to work order
One click on an approved estimate creates the work order. Line items, pricing, notes. All of it carries over. No double entry.
Filter and bulk-act
Filter by date, status, tech, or customer. Bulk update status, archive old jobs, or clean up drafts in seconds.
On the same calendar as everything else
Work orders live right next to maintenance visits on the schedule. One view of the week with repairs and service side by side.
Invoice the minute it closes
Mark a job complete and it's ready to invoice. Labor, parts, line items all flow from the work order straight to the bill.
The difference, in plain English
Running a pool company before and after Work Orders.
The sticky-note way
- Repairs logged on post-its that fall off the desk
- Techs calling to ask what parts you promised
- Forgetting to invoice a $900 repair for three weeks
- Re-typing every line from the estimate into the job
- No clue how many open repairs you've actually got
With PoolSurf
- Every job lives in one record, draft to paid
- Crew sees parts, notes, and scope on their phone
- Invoice the second the job completes
- Approved estimate becomes a work order in one click
- Filtered view shows exactly what's open right now
How it works
Three steps from "we should try this" to running it across the whole crew.
Create or convert
Build from scratch or convert an approved estimate. Every line item comes with it.
Dispatch the crew
Assign a tech or a whole crew. Schedule the stops. Multi-day, multi-tech, whatever the job needs.
Close and invoice
Mark complete. PoolSurf readies the invoice with line items and labor already totaled.
Frequently asked questions
The stuff pool service owners usually ask about Work Orders.
Can a work order have multiple visits?
Yes. A rebuild or two-day repair can have multiple stops across different techs and days, all under one job record.
What about parts from my inventory?
When a tech uses a part on a job, PoolSurf records consumption against warehouse or truck stock and updates cost on the job automatically.
Can I bulk-close old jobs?
Yeah. Bulk edit lets you update status, archive, or delete multiple work orders at once. Keeps the list clean.
Works great alongside
PoolSurf is one platform. Every feature reinforces the next.
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