Free CRM for Swimming Pool Cleaning & Maintenance Services – Track Customers, Water Balance and Service Schedules
Swimming pool cleaning and maintenance companies live on routes, chemistry and schedules. You’re juggling weekly and bi-weekly cleanings, seasonal openings and closings, equipment repairs and green-to-clean jobs – all while tracking water balance, filter pressure and customer preferences. When details are scattered across route sheets, handwritten logs, text messages and photos, it’s easy to miss a visit, forget a reading or lose track of what equipment each pool has. A simple, free, mobile-first CRM gives you one place to track every customer, water test and service visit so your pool routes stay organised all season long.
A Free CRM Built for Pool Cleaning & Maintenance Services
Organise Homeowners, HOAs and Commercial Accounts
Use the Companies module to store homeowners, HOAs, apartment complexes, hotels, gyms and commercial accounts with one or many pools. Link individual homeowners, board members, property managers and maintenance staff as Contacts. Every enquiry, opening/closing booking, service visit and equipment quote can be logged as an activity, so you always know who you spoke to, what was agreed and which pool or site it belongs to.
Custom Fields That Match Real Pool Service Work
Generic office software doesn’t understand pH, alkalinity or filter types. With flexible custom fields, you can shape the CRM around your pool maintenance workflow. Track pool type (in-ground, above-ground), surface (plaster, pebble, vinyl, fiberglass), volume, sanitizer system (chlorine, salt, bromine, UV/ozone), and equipment details (pump horsepower, filter type – sand, cartridge, DE – heater, automation system). Record key water chemistry like pH, total alkalinity, free and combined chlorine, calcium hardness and stabilizer (CYA), along with problem notes such as algae type, cloudy water, staining or metal issues. You can also store service frequency, access notes, gate codes, pet notes and special instructions like “no service during nap time” or “notify before shocking”.
Advanced Search, Filters and a Clear, Fast Dashboard
When you’re running busy routes during peak season, you need instant access to the right accounts. Use advanced search and powerful filtering tools to find all weekly customers on a particular route or ZIP code, pools with salt systems, accounts due for opening or closing this month, or customers with outstanding green pool clean-ups. The built-in dashboard gives you a clear, simple snapshot of how many companies and contacts you’re serving and what’s been happening recently, without overcomplicated sales charts or pipelines you don’t need.
Keep Office Staff, Techs and Routes in Sync
Mobile-First and Fast for Techs on the Route
Technicians spend their day on the road and around pools, not behind a desk. This CRM is built with mobile-first technology and designed to be fast, so it works brilliantly on phones and tablets. Techs can pull up the customer record at the curb, see equipment details, previous readings and special notes, then add today’s water test results, chemicals added and any issues right after the visit. Everyone – office staff, schedulers and techs – sees the same up-to-date information, which means fewer missed stops and fewer “what did we do last time?” moments.
Free for Up to 30 Users – Ideal for Growing Pool Service Teams
Whether you’re a solo operator, a small two-truck business or a growing pool service company with multiple routes and office staff, the CRM is completely free for up to 30 users. Office staff can log new calls, manage renewals and update contact records, while technicians update visit notes and chemistry data from the field. You get the benefits of a shared, organised system without monthly subscription costs eating into your route revenue.
API Access to Connect Forms, Leads and Other Systems
As your pool maintenance business scales, you can connect the CRM to the tools you already use. With full API access, you can plug in website enquiry forms and online booking requests so new leads automatically create Companies and Contacts, or integrate with other systems where you manage scheduling, routing or billing. New opportunities flow straight into your CRM, ready to be followed up, added to a route and converted into recurring maintenance plans.
Support, Stability and a Focus on US Pool Service Companies
Built-In Support Tickets for CRM Users
If you ever need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. You can ask questions, report issues or suggest improvements and track responses in one place. The ticketing is for you as a CRM user – it’s not meant to handle your own customers’ service requests – so the system stays focused on keeping your data organised and your routes efficient.
A Free, Fast CRM Platform Exclusively for US Companies
This free CRM platform is available to companies in the US only, making it a strong fit for American swimming pool cleaning and maintenance businesses that want a modern, mobile-first CRM without monthly subscription costs. You get one central place to manage customers, equipment, water balance and service schedules, backed by a fast, reliable system that grows with your routes and your reputation.