Free CRM for pool service companies

Weekly pool routes run on trust. Keep every stop and repair in view.

A pool route is a steady set of customers, plus a stream of repair quotes and one-time cleanups. Puffly keeps them all straight, so nobody quietly cancels.

Where pool service company leads come from

  • New homeowners with a pool they don't know how to run

    They bought a house with a pool and are nervous about it. Someone reliable who offers weekly service gets the call.

  • Green pool emergencies

    A pool went cloudy while the owners were away or the pump quit. They need help now and might stay on if you do a good job.

  • Neighbors on your existing route

    Your truck stops on the same street every week. Next-door owners see it and ask if you have room for one more.

  • Pool supply stores and realtors

    Store counters and agents get asked who does weekly service. Being the name they give out pays off.

What slow follow up costs a pool service company

A route customer is worth much more than the first visit, so a slow reply on a green pool call can cost a whole summer of weekly service. Equipment quotes for pumps and heaters also sit, and a pool with a failing pump gets worse and more expensive to fix.

A pipeline that fits a pool service company

Puffly’s pipeline is yours to name. Here is one way a pool service company could lay it out.

  1. Inquiry inPool type, size, condition and whether they want weekly service or a one-time cleanup.
  2. First look at the poolYou've tested the water, checked the equipment and know what it will take.
  3. Plan quotedA weekly price is offered, with chemicals and any startup cleaning spelled out.
  4. On the weekly routeThey're a stop on your route and their pool day is set.
  5. Repair or upgrade quote outA pump, filter, salt cell or heater quote is waiting on the customer's answer.

Follow up moments worth a reminder

  • Green pool cleanup finished yesterday

    "Hi Vanessa, the pool is clear and balanced now. To keep it that way, I can add you to my Tuesday route. Want me to send the weekly price?"

  • Pump replacement quote sent last week, no answer

    "Hi Frank, checking in on the pump quote. The old one is running loud and I'd rather swap it before it fails on a hot week. I can fit it in Wednesday if you're ready."

  • A route customer paused service after a vacation and hasn't restarted

    "Hi Rita, hope the trip was great! Want me to pick your pool back up next Tuesday? I'll check the water first and let you know if anything needs attention."

Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.

The shape of the year

Spring openings and the start of summer are the busiest stretch, and colder areas add closings in the fall. In warm places the route runs all year, so slow weeks are a good time to quote equipment work and check on paused customers.

Questions from pool service companies

How should I track weekly customers versus one-off repair quotes?

Keep each route customer as a contact, and use a deal for each repair or upgrade quote. That way the route and the sales stay separate.

I miss calls when I'm at a pool. Can that be handled?

Missed-call text back is an opt-in automation that replies to people you couldn't reach. Puff Voice is a paid AI receptionist if you want calls answered.

Can I ask happy customers for reviews?

Yes. Puffly has review requests, and you can send one after a good cleanup or a route start.

Start with the free CRM.

Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.

Start free