A pool route makes money when every pool gets serviced on its day and every account pays every month. This tracker keeps your pools, routes, visits and payments together, prints each day's route, and shows who was missed and who still owes for the month.
Curious what it looks like inside? Here's how routes and monthly billing work, step by step. Most owners use it alongside our pool service quote calculator.
What the Pool Service Client & Route Tracker does
- Up to 300 pools with service day, weekly or every-2-weeks, monthly rate and status
- Printable route for each day of the week
- Visit log with readings, chemical cost and notes when chlorine or pH looks off
- Payments with Paid, Part paid and Unpaid for any month
- Missed visit warnings by service frequency
- Dashboard with monthly recurring revenue, money still owed, chemical cost per visit and missed visits
What's inside
8 tabs: Start Here, Dashboard, Pools, Route, Visits, Payments, Lists, Settings.
Who it's for
Pool routes that bill monthly and want no missed visits and no forgotten invoices.
What you get
Two spreadsheet files (.xlsx): one filled with examples so you can see exactly how it works, and a blank copy ready for your business. For Microsoft Excel and Google Sheets. No macros, no subscription.
The formulas are locked, so a stray keystroke can't break them. You only type in the yellow cells.
What you need to use it
- Microsoft Excel 2010 or newer, on Windows or Mac, including Microsoft 365
- Or Google Sheets in any web browser, free with a Google account
- A laptop or desktop works best for setup. Phones and tablets are fine for checking numbers and quick entries.
- No macros, add-ins or internet connection needed once it's downloaded. Apple Numbers isn't supported.
Questions
What happens in winter?
Set a pool to Paused. It stops billing and missed-visit warnings until you set it back to Active.
Can one client have two pools?
Yes. Give each pool its own account name, like 'Hale pool' and 'Hale spa'.
Is there a blank version?
Yes. Every download has two files: one filled with examples so you can see how everything works, and a blank copy ready for your own business. Your rates and settings come filled in as a starting point, so change them to match yours.
Can I change the formulas?
The gray formula cells are locked so they can't be erased by accident. If you really want to change one, open Review in Excel and choose Unprotect Sheet. There's no password.
Does it work in Google Sheets?
Yes. Upload the file to Google Drive and open it with Google Sheets. The math works the same. Locks don't carry over, so just type in the yellow cells.
How do Free Lifetime Updates work?
Whenever we release a new version, you can download it free from your account, forever. We'll email you when there's something new.
