CustomersRouteService LogBillingDashboard
| Name | Street Address | Pool Type | Service Day | Gate Code | Monthly Rate | Status |
|---|---|---|---|---|---|---|
| Jane Smith | 123 Palm Ave | Salt | Monday | #1234 | $165 | Active |
| Raul Diaz | 48 Coral Way | Chlorine | Tuesday | $185 | Active | |
| Kim Nguyen | 9 Bayshore Ct | Pool + spa | Tuesday | Lockbox 2210 | $210 | Active |
| Tom Becker | 771 Gulf Blvd | Chlorine | Thursday | $155 | Paused |
What's inside
| Customers | Name, contact, address, pool type, gallons, service day, gate code, monthly rate and status. |
| Route | Pick a day and a customer; address, gate code and notes fill in. Tick Done and the stop turns green. |
| Service Log | Readings, chemicals added and chemical cost for every visit. |
| Billing | One row per customer per month. The rate fills in; unpaid rows over 30 days turn red. |
| Dashboard | Active pools, monthly revenue, average rate, pools per day and chemical cost per pool. |
Grey cells are formulas, so you only type in the white ones. Pool type, service day, status and paid are dropdowns, which keeps the dashboard totals accurate.
How to use it
- Open it in Google Sheets (File > Import, or the copy link above) or in Excel.
- Delete the grey example rows, then add your customers on the Customers tab.
- Build each day on the Route tab, in the order you drive it.
- Log every visit on Service Log with what you added and what it cost.
- Add a Billing row per customer each month and mark it paid when the money lands.
Using the numbers
- Average rate per pool tells you whether you're priced right. Check it against the pricing calculator.
- Chemical cost per pool shows which accounts eat your margin. Those are the ones to bring up at price increase time.
- Pools per day shows lopsided days. Moving a few stops evens out the week and cuts drive time.
- Monthly recurring revenue is the number a buyer values your route on. See what yours is worth with the route value calculator.
When you outgrow the spreadsheet
A spreadsheet works for your first few dozen pools. After that, the gaps start to cost you: invoices go out late, techs can't see gate codes in the field, and nobody knows which stops got skipped. Pool Pro handles routes, service reports with photos, automatic invoicing and card/ACH payments.
The Customers tab is already in Pool Pro's import format. Download it as .xlsx, go to Customers > Import in Pool Pro, upload it, and your customer list moves over with no retyping.