PoolStack
Billing and payments

Billing for pool service that collects on its own.

Invoices go out on their billing day, Auto Pay collects them, and paid invoices land in QuickBooks.

Book a demo
A white house with a pool in the backyard.

Invoice #1042

Balance due

$185.00

Due Oct 15

Weekly pool service$185.00

Pay your invoice

CardBank account

Save this card for future automatic payments

Pay $185.00

Paid in full

Receipt emailed

$185.00

Invoices

Invoices that build themselves.

Recurring service is invoiced on its billing day without anyone typing it up. Send the rest from the office or the truck, by email or by text.

  • A fixed monthly price, or per completed visit
  • Chemicals included, or added to the invoice
  • Issued, open and past due on one screen
See recurring service

Billing preview

Weekly pool service

  • Monthly service, November$185.00
  • Extras, filter clean$45.00

Total$230.00

Any day Auto Pay

Pick the day. Auto Pay collects.

Each recurring service has its own billing day, any day of the month. On that day the invoice is created and the saved payment method is charged.

  • Any day of the month, per service
  • The saved card is charged for you
  • Failed payments flagged for the office
See pricing

Billing day

Custom day

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Auto Pay

On
Payment method
Card ···4242
Next scheduled charge
Oct 20 · $185.00

Invoice created and charged

Oct 20, $185.00

Dual pricing

A card price and a bank price.

Every quote and invoice shows the card price. Customers who pay by bank, cash or check pay your regular price, and they see what they save before they pay.

  • On every quote and invoice
  • Bank, cash and check pay less
  • Works with Auto Pay
Book a demo
A pool builder on the phone at a job site, with a laptop and the plans in front of him.

Invoice

Monthly pool service

Pay with

  • Card$187.50
  • Bank account$180.00

Save $7.50 by paying with bank

Pay $180.00

Paid $180.00

Bank account

Quotes

Good, better, best. They pick.

Price the job three ways on one quote. The customer compares the options on their phone and approves the one they want.

  • Three options on one quote
  • Approved and signed from their phone
  • Becomes the job without retyping
See pool service
A contractor laughing at his phone, his fist in the air.

Good

$1,150

Better

$1,480

Best

$1,890

Reminders

Reminders go out. You stop chasing.

Set the days once: before the due date, on it, and after. Each reminder email carries the invoice and a link to pay.

  • Up to four reminder days
  • The invoice PDF and a payment link
  • Pause them on any invoice
Book a demo

Invoice reminders

On

Schedule

  • 3days before the due date
  • On the due date
  • 7days after the due date

Reminder email

Invoice due today

Henderson pool, $185.00

Invoice PDFPayment link

Paid Oct 15

No more reminders

QuickBooks

Paid invoices land in QuickBooks.

Customers, paid invoices and their payments go to QuickBooks Online on their own while you are connected.

  • Customers, paid invoices and payments
  • Each service mapped to a QuickBooks item
  • A log of recent syncs
See every money feature

Recent activity

  • Export customer

    Olivia Bennett

    Succeeded

  • Export invoice

    R-4626, paid

    Succeeded

  • Export payment

    $185.00

    Succeeded

QuickBooks Online

Connected

SyncAutomatic

Invoice R-4626

Paid Oct 15

In QuickBooks
Also in billing and payments

The rest of the money side.

  • Online payments

    Customers pay invoices and build draws online, by card or bank.

  • Build draws

    Bill the build by milestone, and see what's paid.

  • Job costing

    Revenue, cost and profit on every job, and margin on every build.

  • Expense tracking

    Log purchases and supplier bills, with the receipt photo, against the job.

  • Time and labor tracking

    Crews clock in on the phone. The office approves the timesheets.

  • Customer portal

    Customers see their visits, invoices and build, and pay online.

  • Price book

    Your items and prices, ready to quote.

  • Reports

    What's earned and what's owed.

  • Office alerts

    Failed emails, declined Auto Pay, issues from the field and care that is due, in one place.

Also included

  • Card on file

    Charge repairs and add ons to the customer's saved card.

  • Batch invoicing

    Create and send a month of invoices in one pass.

  • Cash and check

    Record a cash or check payment against the invoice.

  • Receipts

    A payment receipt emailed to the customer.

See every featureSee pricingPool service softwarePool construction software

Billing questions, straight answers.

How invoices go out, how payments come in, and what reaches your books.

More questions? Email us

How does Auto Pay work?

Turn it on for a recurring service and pick its billing day. On that day the invoice is created and the customer's saved payment method is charged. Nothing is charged when you turn it on.

Can each customer be billed on a different day?

Yes. The billing day is set for each recurring service: the 1st, the 15th, the last day of the month, or any day you pick.

How do customers pay?

Online, from the link on the invoice or in their portal, by card or bank account. The office can also record cash or a check.

Does it sync with QuickBooks?

Yes. Customers, paid invoices and their payments go to QuickBooks Online on their own while you are connected.

Can customers manage their own billing?

Yes. In the customer portal they see their invoices, pay online and keep their payment methods.

What does it cost?

PoolStack is $79 a month in one tier. Card processing is a separate cost on the payments you take. See pricing

Book a demo.

Give us a little context about your operation. We'll show how PoolStack fits your routes, field team, construction work, and current software.

  1. 01No generic sales deck
  2. 02Migration questions answered directly
  3. 03A clear next step, even if PoolStack is not the fit

Tell us where to reach you.

Six quick fields. Then you will see the available times.

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