Feature · Field operations

Shopping List.

When a tech flags that a pool needs a new cartridge or another case of tabs, it shouldn’t live on a sticky note. Shopping List turns “items needed” in the field into tech reminders and line items on the next invoice — nothing forgotten, nothing unbilled.

Field → invoice
Nothing falls through
Auto-reminders
Techs bring the right parts
Per property
Tracked where it’s needed
Shopping list · items needed this week
Diagram
ITEMS NEEDED · THIS WEEKChlorine tabs 3"Andre · North loop4 bucketsMuriatic acidMarisol · Lakeside6 galCyanuric acidJay · Commercial2 bagsCartridge filter C-44118 Bayview1 unitDE powderRestock · warehouse3 boxesTECH REMINDERS5 items pushedto today’s visit cardsROLLS INTOInvoice #1188Chemicals billed at costItems needed → reminders → invoice
Shopping list · items needed this week
Chemicals and parts per tech, pushed to visit cards and billed at cost
Field → invoice
Nothing falls through
Auto-reminders
Techs bring the right parts
Per property
Tracked where it’s needed
How it works

From a sticky note to a line item.

The margin you earned should make it onto the bill — automatically.

Chemistry exceptions · auto-flagged
CONTROL CENTER · CHEMISTRY EXCEPTIONS4118 Bayview DrLSI −0.62 · corrosiveFlagged22 Greenway CtLSI +0.11 · balancedOK9 Lakeview TerLSI +0.58 · scalingFlagged312 Palm CtLSI −0.04 · balancedOKOutside −0.3 → +0.3 auto-flags the pool
Step 1

Flag it in the field.

A tech taps “item needed” on the visit and notes the part or chemical.

Owner dashboard · the numbers
OWNER DASHBOARD$12.4kRevenue · wk68%Net margin0Missed stops3ExceptionsMARGIN BY ROUTEMon · Heritage Hills66%Tue · Westshore45%Wed · Greenway69%Thu · Lakeview67%
Step 2

Tech gets reminded.

The item shows on the next visit so the right part is in the field.

Invoice · generated on visit close
INVOICE · #1188Bayview Estates · monthlyMonthly service$165.00Chlorine · 4 lbs$28.00Cyanuric · 2 lbs$14.00Filter clean$45.00Total · auto-pay$252.00→ paid · synced to QBOSTEP 1Visit closesSTEP 2Invoice generatedSTEP 3Auto-pay runsSTEP 4Books synced
Step 3

It lands on the invoice.

Once used, the item flows onto the invoice as a line — no missed charges.

Key benefits

What it does for the business.

The outcomes pool service operators tell us matter — and the capabilities behind each one.

01
Turn field requests into billable line items
Billable requests
Field requests become line items.
02
Remind techs to load the right parts
Right parts loaded
Techs are reminded before they leave.
03
Stop giving away chemicals and parts for free
Stop giving it away
Chemicals and parts get billed.
04
Keep a per-property record of what’s needed
Needs per property
A record of what each pool needs.
FAQ

Frequently asked questions.

The answers most pool service operators ask before they get started. Have another? Reach out — a real human will get back to you.

How do items get added?
Does it automatically bill the client?
Will the tech know to bring the part?
See it in a dedicated demo

Ready to stop giving away parts for free?

A live demo of how PSS runs your day — using your routes, your team, your operation. No slides, no theater — just the product, working.

See it in a dedicated demo

Ready to stop giving away parts for free?

A live demo of how PSS runs your day — using your routes, your team, your operation. No slides, no theater — just the product, working.