PrimeX for Pool Service

PrimeX for pool service

The operating system for pool service — Prime AI builds the weekly route, logs every chemistry reading, books the seasonal opening and closing before you think of them, and runs the card on file the moment the gate latches behind the tech.Start freeSee pricing

Built around the way pool service actually runs

Pool service is a weekly-recurring, chemistry-bound, seasonally-swung business. The route is the asset — forty accounts on a Tuesday loop, each a fifteen-minute stop, each expecting the water clear and the reading in range whether or not anyone is home to watch. The shop that wins is the one whose route re-flows when a gate is locked or a pump fails, whose chemistry log proves the service was done when the customer swears the water turned green on its own, and whose off-season doesn't empty the bank because the openings, closings, and repair work were booked before the season turned. PrimeX is built around that fact.

Weekly recurring routes are first-class. A Pool Care Plan expands into work orders on the cadence you set — weekly in season, biweekly through the shoulder months, monthly for a low-use spa — and Prime assembles each day's loop by neighborhood so the truck never backtracks. Every stop logs its own reading: pH, free chlorine, total alkalinity, cyanuric acid, salt. The doses added attach to the visit. When a homeowner calls three weeks later because the water clouded, you open the history and see the last balanced reading and the exact chlorine added, and Prime drafts the explanation in your voice. The chemistry log is the difference between an argument and a record.

Seasonal opening and closing generate themselves. Prime knows which accounts winterize, drops the closing work orders onto the fall calendar grouped by zip, and texts each customer a one-tap confirm before the first freeze. When a pump, a salt cell, or a gas heater fails, the repair invoice writes itself from your pricebook, parts attach with a field photo, and the customer gets a payment link that takes Tap to Pay on iPhone with the tip routed to the tech who did the work. Equipment lives on the customer profile — pump horsepower, filter type, salt system, heater model, install date — so a warranty failure gets categorized before the tech is even dispatched.

A hard-freeze warning is a service event, not a surprise. Prime watches the forecast per route, and when a freeze lands in the work window it drafts the customer notice and flags the freeze-protection task before a pipe cracks. A summer storm turns the water green; the green-to-clear recovery is a high-ticket one-off, and the before-and-after photo lands in the customer's completion text so the five-star review writes itself. Recurring billing runs the saved card the moment the visit closes, so the seasonal demand swing stops swinging your cash flow. End of day, Prime closes the books — visits done, chemistry flags, repairs invoiced, next week's route already assembled.

What you get with PrimeX for Pool Service

Weekly recurring routes

Pool Care Plans expand into work orders on the cadence you set: weekly in season, biweekly through the shoulder, monthly for a spa. Prime assembles each day's loop by neighborhood so the truck never backtracks; a locked gate or a cancel re-flows the rest of the day.

Per-visit chemistry log

Every stop records pH, free chlorine, total alkalinity, cyanuric acid, and salt, with the doses added attached to the visit. Inspection-ready, dispute-proof history — the reading is on record before the water ever clouds.

Seasonal opening & closing

Prime knows which accounts winterize, drops the closing and opening work orders onto the calendar grouped by zip, and texts each customer a one-tap confirm before the first freeze. Off-season work is booked before the season turns.

Equipment & warranty tracking

Every profile holds pump horsepower, filter type, salt system, heater model, and install date. A part that fails inside warranty is categorized as a warranty job before dispatch, not after the customer is billed.

Green-pool recovery with before/after

The green-to-clear job carries a before shot and an after shot into the customer's completion text. Disputes vanish; the high-ticket recovery becomes the five-star review that fills next season's route.

Recurring card-on-file billing

The saved card runs the moment the visit closes; tips route to the tech. Failed cards retry on schedule and surface in the office queue with full context. The seasonal swing stops swinging your cash flow.

What Prime runs for pool service businesses

Weekly route that assembles itself

Tuesday's forty accounts expand from their Pool Care Plans the night before, and Prime builds the loop by neighborhood so the truck runs one clean pass instead of crossing town twice. When a tech hits a locked gate at stop nine, Prime re-slots it to the end of the day or the next open Tuesday, drafts the customer a heads-up in your voice, and keeps the rest of the route intact. The dispatcher never re-does the math by hand.

Chemistry logged, drift caught

Every visit records the water's readings and the doses added, indexed per pool. When a pool's chlorine demand climbs three weeks running — the early signature of a failing salt cell or a coming algae bloom — Prime surfaces the account before the water turns. You decide whether Prime drafts a proactive equipment-check offer or holds quiet. Either way the reading is on record, so the "it turned green on its own" call ends with a history, not an argument.

Freeze watch and the seasonal book

Prime reads the forecast per route. A hard-freeze warning in the work window drafts a customer freeze-protection notice and flags the task before a cracked pump becomes a warranty fight. When the season turns, the closings auto-generate onto the fall calendar grouped by zip, each with a one-tap customer confirm, and the openings seed the spring the same way. The off-season stops being the quiet-bank season.

Frequently asked

Does PrimeX handle weekly pool routes?

Yes — recurring Pool Care Plans expand into work orders on any cadence (weekly, biweekly, monthly, seasonal), and Prime assembles each day's route by neighborhood so the truck never backtracks. A locked gate or a cancel re-flows the rest of the day automatically.

Can techs log chemistry readings per visit?

Yes — each stop records pH, free chlorine, total alkalinity, cyanuric acid, and salt, with the doses added attached to the visit. The history is inspection-ready and dispute-proof: when a customer says the water clouded on its own, you have the last balanced reading on record.

Does it manage seasonal opening and closing?

Yes — Prime knows which accounts winterize, drops the closing and opening work orders onto the calendar grouped by zip for tight routing, and texts each customer a one-tap confirm before the first freeze. Seasonal work is booked ahead instead of chased.

How does equipment repair and warranty work?

Every customer profile holds the pump, filter, salt system, and heater with model and install date. When a part fails inside warranty, the job is categorized as warranty before dispatch. Repair invoices build from your pricebook with a field photo attached, and the customer pays by Tap to Pay on iPhone.

Does recurring billing run the card automatically?

Yes — the card on file runs the moment the visit closes, with tips routed to the tech. Failed cards retry on a set schedule and surface in the office queue with full context. Recurring revenue is tracked in your dashboard, so the seasonal swing is visible, not a surprise.

What about green-pool recovery and reviews?

The green-to-clear recovery carries a before-and-after photo into the customer's completion text. The high-ticket one-off doubles as review fuel — the customer sees exactly what they paid for, and the five-star review lifts the cold ask-rate several times over.