Invoices
Billing
Invoices are automatically generated based on completed service stops including any recurring charges,
chemicals used, and applicable taxes. You can review and edit invoices before sending. Each invoice is
automatically sorted into a status category (Draft, Billed, Paid, or Past Due), making billing effortless to
track and manage.
Batch Invoicing
Billing
Seamlessly create detailed invoices covering all aspects of pool service - from chemical dosages to equipment
installations and repairs. Process invoices quickly in abtches and utilize AutoPay options to get paid quicker
and with less hassle.
Invoice Editing & Review
Billing
Easily fine-tune invoices before they're sent to customers. Adjust line items, update rates, and modify tax
settigns with just a few clicks. Choose exactly which services to include so every invoice is accurate and
intentional.
Simplified Payment Processing
Billing
Customers receive invoices by email or text and can pay securely from their phone or computer β no logins or
portals required. Customers can also save cards on file, enroll for automatic billing, or pay manually. All
payments are tracked, and confirmation receipts are sent automatically.
Automatic Payments
Billing
Customers can enroll for automatic payments, ensuring they never miss a payment. Payments process
automatically on their due date, and receipts are sent without any manual input needed from you.
Customer-Controlled Payment Methods
Billing
Empower your customers to update, add, or remove their payment cards directly from their invoice emails or
texts - no separate login needed. They can easily manage AutoPay preferences or choose different cardws for
one-time payments, giving them full control and reducing your payment management time.
Failed Payment Notifications
Billing
If an automatic payment fails, your customer is notified immediately via email or text with a link to update
their card or pay manually - no action needed from you.
Flexible Billing Cycles
Billing
Flexibile billing that fits your business. AquaSuite supports 4-week billing cycles along with other flexible
options to make invoicing smooth and tailored to your needs.
Advanced Billing Options
Billing
Bill for recurring services ahead of time so you're paid before work begins, while automatically tracking and
adding any chemicals or items used to the next invoice for complete and accurate billing.
Billing Reports
Billing
Track commissions, chemical usage, income, expenses, and more with simple, exportable reports. Get a full
breakdown of what's been billed and paid across your business.
Text-Based Invoicing
Billing
Send invoices directly via SMS. Customers can tap to view and pay - no login or setup required making
collecting payment fast and easy.
Email-Based Invoicing
Billing
Send invoices directly via email. Customers can tap to view and pay - no login or setup required making
collecting payment fast and easy.
Batch Print Invoices
Billing
Quickly print multiple invoices at once as PDFs for customers who prefer physical copies or for your own
records.
Sales Tax Settings
Billing
Set your tax rates globally or per customer. AquaSuite ensures all invoices apply the correct tax
automatically based on your preferences.
Route Manager
Route Management
View and manage all appointments across your company using a drag-and-drop list or an interactive map. See
unassigned work, filter by day, tech, or zone, and quickly make changes. Our optimizer allows route planning
across multiple techs - not just one at a time.
Route Optimzier
Route Management
With just a few clicks, reorder an entire route (or multiple routes) for the most efficient path. Lock in
stops, assign time windows, or only optimize a specific subset of techs - you're in complete control.
Route Dashboard
Route Management
Your daily operations command center. View today's schedule, monitor lapsed appointments, and track progress
across all techs. Technicians only see their own work, while admins see the full picture.
Weekly Route Backup
Route Management
Techs automatically receive a PDF of their route each week via email. Great for reference, accountability, and
backup access in case of data issues in the field.
Route Reminders
Route Management
Set automated notes or alerts tied to specific customers, routes, or techs - perfect for alternating service
schedules or unique maintenance needs.
Temporary Route Assignments
Route Management
Easily make temporary route changes - perfect for situations like sick days or schedule shuffles - without
affecting permanent assignments.
Repair Management
Repairs
Log repairs, assign tasks, set pricing, and request customer approval via text or email. Repairs can include
terms of service, photos, and line-item breakdowns. Once approved, get notified instantly to schedule.
Repair Status Tracking
Repairs
Oversee the full repair lifecycle in one place. From initial draft to completion, everything is logged and
searchable. Repairs automatically flow through the status filters: Draft, Awaiting Approval, Approved, Denied,
In Progress, and Completed - keeping everything organized without extra work.
Repair Templates
Repairs
Save time with reusable templates for common repairs, helping your team create accurate estimates quickly and
consistently.
Repair Items
Repairs
Break down repairs into individual items with their own cost, requried tasks, and technician assignments for
better tracking and accountability.
Advanced Repairs
Repairs
Handle large or complex repairs by splitting them into subtasks that can be scheduled across multiple visits
and assigned to different techs.
Flexible Repair Handling
Repairs
Whether it's a quick fix or multi-step project, AquaSuite can handle repairs of any size with ease.
Estimate Approvals
Repairs
Send professional estimates to customers for approval via email or text. Get notified as soon as they respond
to keep things moving.
Denied Repair Reasons Required
Repairs
If a customer declines a repair, they must provide a reason - helping you gether insignts, identify pricing
objections, and refine your service approach.
Commission Tracking
Repairs
Enable commissions on repairs to motivate your techs to identify and report more repair opportunities in the
field.
Repair Expenses
Repairs
Track expenses tied to each repair - from parts to subcontractor fees - for complete financial transparency.
Invoice Syncing
Repairs
Approved repairs can be automatically added to the customer's next invoice - no manual entry required.
Repair Photos
Repairs
Add photos to any repair to document issues clearly and provide visual proof of completed work.
Pre-Approved Repair Budgets
Repairs
Allow customers to set a pre-approved repair budget for small fixes, so techs can resolve minor issues on-site
without waiting for approval.
Repair Terms & Conditions
Repairs
Protect your business by adding customized terms to repair approvals. Let customers know what to expect before
work begins.
E-Sign Verification
Repairs
Enforce your terms by collecting a verified digital signature from customers before work starts.
Service Emails
Communication
Send detailed, branded service reports automatically after each service stop or repair. Include photos,
chemical readings, checklist items, and notes. Fully customizable to include the information you want to share
with customers.
2-Way Text Messaging
Communication
Communicate with your customers directly in the app with true 2-way text messaging, not just outbound alerts.
Answer questions, send reminders, or follow up on work - and receive replies all in one convenient place.
Customer Feedback System
Communication
Turn every service into a growth opportunity. Customers can rate their experience directly from service emails
and repair confirmations. Negative feedback is routed to you privately, while positive feedback is encouraged
to be posted publicly using the review links you provide in settings.
Service Checklists
In-Field Tools
Logging work completed and chemicals used is easy for techs with our service checklists. Checklists are
customizable to fit your needs. You can also require techs to complete specific steps (like brushing walls or
checking basket) before a ticket can be closed. Checklists can also be customized by job type to keep service
consistent.
Required Tasks
In-Field Tools
Certain items (like uploading a photo or logging chemical levels) can be made mandatory. This ensures techs
don't forget important steps before completeing a job.
Photo Uploads
In-Field Tools
Photos can be added to any service stop or repair to show before/after results, document equipment, or confirm
service completion.
Quick Repairs
In-Field Tools
Techs can flag and draft new repairs on the spot when they notice something in the field. Office staff gets
notified instantly, helping you capture high-value opportunities without delay.
Service Items Tracking
In-Field Tools
Log parts and materials used at each stop (like baskets, seals, or lids) so your expenses are accurate and
customers are always billed correctly.
Offline Route Access
In-Field Tools
Even without cell service, your techs can access their route and record all important details like chemical
readings and notes. Sync everything with one click once they're back online.
Previous Chemical Readings
In-Field Tools
Each service ticket displays the previous chemical readings for that pool, giving techs valuable context and
helping catch potential issues early.
Income & Expense Reports
Reporting
View real-time breakdowns of business income, categorized by service, repairs, and addional charges. Export
reports for bookkeeping, taxes, or performance tracking.
Chemical Usage Tracking
Reporting
All chemical additions are logged and tied to specific service stops. Reports help track usage over time and
ensure your costs are accounted for.
Commission Reporting
Reporting
Assign commission rates for service or repair techs. Track earnings based on completed work to ensure accurate
payouts with spreadsheets.
Live Chat Support
Support
Our support team is at your disposal - with lightning-fast response times. Whether you're asking a quick
question or running into a complex issue, we're here with personalized help (usually in minutes).
30-Day Money-Back Guarantee
Support
Try AquaSuite risk-free with our 30-day money-back guarantee. Experience the full software with no limits or
trial restrictions to fully integrate into your business from day one. If it's not the right fit within 30
days, we'll refund your payment in full.
Onboarding & Setup Guidance
Support
We provide tutorials, walkthroughs, and real-time chat to help you get set up right. From importing customers
to configuring routes, we'll guide you step-by-step.
Custom Feature Requests
Support
Request custom-built features tailored to your business needs - developed by us, for you.
Limit Sensitive Data
Security
Restrict what techs can view or edit in the field - keep customer data, pricing, and internal notes secure
while still giving them what they need to complete jobs.
Seamless Stripe Integration
Security
Easily connect your existing or new Stripe account to AquaSuite for streamlihned payment processing. Benefit
from real-time transaction tracking, automated payment confirmations, and simplified management.
Secure Payment Processing
Security
Process paayments with confidence through Stripe, a PCI Level 1 certified platform trusted by millions.
Customer payment details are encrypted, never stored on our servers, and handled entirely within Stripe's
secure systems for maximum protection.
Routine Data Backups
Security
We perform regular system backups to help safeguard your account data. Please note: this is not a long-term
data storage solution and does not include any information manually deleted by users. If you need long-term
archival options, contact support for recommendations.