Daybook
Pool & spa care
Daybook runs a pool and spa care company end to end: a new job starts as a recurring plan, its visits sit on the schedule and keep coming, the service day opens on a map in the order you will drive it, and the visit log is filled in on the phone — the readings, what was added, the work done. Completed visits become draft invoices, by the visit or once a month, with GST/HST by province.
The rules the trade lives under
The service visit log records the sanitizer and pH readings, how the water looked and the work done on every visit, with places for the alkalinity, the salt and the chemicals added. On Crew and up.
A spring opening or a fall closing does not close without the cover, the equipment, the water level, whether any damage was found and photographs of the pool and the pad.
A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.
FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.
Daybook names these so you can see where it helps. It is not a compliance product: it does not test the water, work out a dose or know the rules for a public or commercial pool. The log records what you read and what you did, the hazard assessment is yours to fill in, and your province has the last word.
Three things that go wrong
Forty pools, every week, and each visit is something somebody has to remember to put on next week’s list.
In Daybook A new pool job starts as a recurring plan: pick weekly or every two weeks and the day, and the editor counts the visits that makes in the next 90 days before you save. From then on they are on the schedule, and more are added every night.
The client calls on a Saturday. The last three visits are in a notebook, in a truck, somewhere.
In Daybook The service visit log is one entry per visit: the date, time in and out, the sanitizer and the pH, how the water looked, the chemicals added and the work done — on the job, where the office can find it.
In April the cover comes off a cracked skimmer, and the argument is about whether it was like that in October.
In Daybook The opening and closing report wants the cover, the equipment, the water level, whether any damage was found and photographs of the pool and the pad — and the job is not complete until it is filled in.
The brief
A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.
The brief and the AssistantTexting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.
A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.
The gate code, pinned. Said once in an email, and now at the top of the job for the crew.
The deadline. What is time-sensitive, and by when.
What the customer asked for. Each request, with the message it came from.
What we owe, and the next step. One next step, and a button that starts it.
What the customer owes. So nobody chases the wrong person.
Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.
On top of everything Daybook does for every one of its 44 trades — the full list is here — pool and spa care gets its own shape. The place is a property, not a job site; a new job starts as a recurring plan, not a one-off; the work is on the route, the crew is out today, and a visit is logged; and the drafts, the replies and the job summaries say chemistry and water balance, shock, green, drain and fill, the pad, salt cell, liner and service visit the way a pool tech does.
The request
Every request lands on one board with its service type — weekly service, an opening, a closing, a green pool — and one button: Schedule a visit. Look at the pool and the pad and quote the season from your own price list; a new pool job starts as a recurring plan, so when the client says yes you pick the day.
Recurring visits and route billing
A pool job opens as a recurring plan — weekly, every two weeks, monthly, or a longer cadence — and its visits go on the schedule and keep coming, with their arrival window on every reminder. The service day opens on the map: every pool numbered in the order you will drive it, with the run’s drive time and distance, and the order yours to change. When the month is done, Bill visits turns the completed visits into draft invoices — one per visit or one a month, as each job’s Billing card says.
The price list
A pool company quotes from a price list, not an estimator — so yours starts labelled: weekly and bi-weekly visits, hot tub visits, a season of service inground or above-ground, spring openings and fall closings for both, a spa drain, clean and refill, the labour on pumps, heaters, filters and salt cells, leak detection and liner work, green pool recovery, pucks, shock and salt by the pail and the bag, the trip charge. Your own prices go on it, and every quote and invoice reads from it.
The paperwork
A pool and spa setup sheet, filled in once — the type, the volume, the sanitizer, what sits on the pad. A service visit log, one entry per visit, with the readings and what was added. An opening and closing report for the two visits that bracket the season. They attach themselves to the right jobs, and the report will not let an opening or a closing close unfinished.
Safety on site
Pick the job and the property and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the visit log and the photos, with no signal if it comes to that.
Getting paid
An opening, a closing or a repair is invoiced the day it is done; a season of weekly service is billed from its completed visits, by the visit or once a month. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And with a Stripe card reader, a pool tech you allow takes a card or Interac debit at the door.
The crew
Field seats are free and unlimited on Crew and Company, so every pool tech and helper has the app: the day’s visits, clock-in, the FLHA, the visit log, the photos — and the office sees it the moment it lands.
The economics
Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people at the poolside alone.
| Workflow | Field-service platforms priced per user | Daybook |
|---|---|---|
| Currency | Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. | Canadian dollars. Every plan, every add-on, printed on the pricing page. |
| The crew | Typically an extra monthly fee for every field user past the plan’s cap. | Field seats free and unlimited on Crew and Company — every pool tech and helper gets the app. |
| Pool and spa tools | A generic job form; the readings live in a notebook in the truck. | The route shape, recurring plans that keep their visits on the schedule, a service visit log with the readings, an opening and closing report, billing by the visit, and a labelled pool and spa price list. |
| Canadian tax and mileage | Usually an accounting add-on, or by hand. | GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you. |
| Your website | Usually a separate builder, or a designer. | A pool and spa care site template on every plan, with an openings-and-closings page and a quote form that mints a real request. |
Nothing here is a discount, and there is no setup fee.
Pool and spa care runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.
Switching
There is no importer for another product’s export, and the page does not pretend there is. What there is gets a pool and spa company running in an afternoon.
Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.
The pool and spa price list is already labelled, from the weekly visit to a pail of pucks. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.
The pool and spa template is already written for the work, with an openings-and-closings page — your photographs and your words go in, and the quote form drops requests straight into Daybook.
It keeps what the tech recorded. The service visit log has the free chlorine or bromine, the pH, how the water looked and the work done on every visit, with places for the alkalinity, the salt and the chemicals added, and it sits on the job. Daybook does not test the water or work out a dose.
Yes. Set what a visit bills on the recurring job’s Billing card — per visit, or one invoice a month — and Invoices → Bill visits lists every completed visit that is not on an invoice yet and turns them into draft invoices in one go. Nothing reaches a client until you review and send it.
No. A recurring plan’s upcoming visits are added to the schedule every night, so a contract stays booked even if nobody opens the job. A visit you moved, skipped or finished is left as it is.
A spring opening and a fall closing. The report wants which visit it was, the cover, the equipment, the water level, whether any damage was found and photographs of the pool and the pad. It is yours to edit.
No — a pool company quotes from a price list, so that is what Daybook gives you: the visit, the opening, the closing and the season, labelled on day one, with your own prices on it.
Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.
Your own pools beat any feature list — start the trial, put one visit’s readings in and see them sit on the job with the rest of the season.
14-day free trial · No credit card · Bring your client list