A pool service CRM built around the pool, not just the contact.
A pool service CRM should organize customers the way pool work actually happens: a customer owns properties, a property holds bodies of water, and each pool carries its own service history. PoolPuma keeps all of it connected, shows the office everything, and gives techs only the pools they are assigned to service.
Built around how the day actually runs
Customers, properties, and bodies of water, connected
The records nest the way the work does. A customer has one or more properties, each property has one or more bodies of water, and every pool holds the details a tech needs: type, estimated gallons, target chemistry, and service notes.
- Customer to property to body of water in one chain
- Reusable body of water types for common setups and defaults
- Service notes on the pool, access notes on the property
Service history lives on the pool
Every visit, reading, dose, and photo is saved to the body of water, not to a route run or a tech's phone. Each pool keeps a continuous history across techs, seasons, and route changes, so turnover never erases what you know about a pool.
The office sees everything, techs see their pools
Owners and managers see the full customer record, including contact and billing-adjacent details. Techs see the pools they are assigned and the history needed to service them, and nothing else. The redaction is built into the roles, not bolted on.
- Owners and managers see full customer records
- Techs never see customer billing or contact details
- Every record is scoped to your account only
Pool service reporting from the daily dashboard
The dashboard reads from the same records to answer the day: how much is done, what is pending, which stops were skipped, which operators are active, and which pools have open findings or work orders waiting.
See how the rest of PoolPuma connects
Answers before you sign up
How does PoolPuma organize customer records?
Records nest the way pool work does: a customer owns properties, each property holds one or more bodies of water, and every pool keeps its own details and service history.
Can techs see customer contact and billing details?
No. Techs see only the pools they are assigned and the history needed to service them. Customer contact and billing-adjacent details stay with owners and managers.
What happens to a pool's records when a tech leaves?
Nothing is lost. Because history lives on the body of water rather than a tech's phone, the next person inherits the full record of readings, doses, notes, and photos.
Can I report on the day's work?
Yes. The dashboard summarizes completed, pending, and skipped stops, active operators, and pools with open findings or work orders, drawn from the same customer and pool records.
Keep every pool's story in one place.
Connect customers, properties, and bodies of water, and give each pool a history that survives whoever services it next.
Get startedFlat monthly pricing by pool count. Onboarding call included.