For pool service companies
Each pool sits on a plan with its weekly visit made ahead on the calendar, techs work through a checklist and leave photos at every stop, and repairs go out with their parts on the invoice.
What pool service companies use most
Sound familiar?
A client sees leaves in the pool on Saturday and calls to ask if anyone came on Tuesday, and you have nothing to show them.
With Stacwork
Each visit keeps the tech's ticked checklist, notes, and photos of the water, so you can open the job and see what was done.
The tech swaps a pump basket or a filter cartridge on the route, mentions it back at the shop, and it never gets billed.
With Stacwork
Add the repair as its own job and record the parts used: they carry onto its invoice with their tax, and the job waits in Ready to invoice until it is billed.
At the end of every month you add up the visits, write each invoice, and then wait on the clients who pay by check.
With Stacwork
Each plan makes its monthly bill, and autopay charges clients who saved a card on the due date, with a declined card tried again at 3 and 7 days.
How it runs
A backyard pool with a weekly Tuesday visit, billed monthly on autopay.
Sample names and figures.
A new owner asks for weekly service
They just bought the house, and the request form puts them in your Requests list with the address.
Quoted at $175 a month
Weekly service from your catalog, sent as a link with a PDF.
Signed from the couch
The new owner accepts and signs on screen from the link that evening.
On the Tuesday route
You set up the plan with a weekly Tuesday visit for Ray and a monthly bill, and email a link to save a card.
Ray's day on his phone
Nine pools in My Day, opened in order in his maps app, the new one with its note about the side gate and the dog.
First visit done
Ray works through the checklist, notes a worn pump lid seal, and leaves two photos of the clear water.
Paid on autopay
The $175 monthly bill is emailed with the card and the date on it, and the card is charged when it falls due.
Features for pool service companies
Anything tagged Team and up needs Team or Unlimited. Everything else is on every plan, Free included.
New pool owners request service online
Put a request form on your website, or share its link, in your own wording.
Weekly service quoted from your catalog
Build quotes from your catalog, with tax, discounts, terms, and a note to the client.
Accepted and signed from the link
Clients accept and sign on screen, decline, or ask for changes from the link.
Gate and dog notes on each client
Each client has one record: contacts, service and billing addresses, notes, and tags.
A weekly visit made ahead on the calendar
Recurring visits for cleaning, lawn care, and other regular work: a recurring plan makes each visit ahead on the calendar and bills on its own schedule. The plan's price covers each visit; put anything extra on a separate invoice.
Route days put in order by drive time
Plan a team member's day by drive time: Fill the day adds the jobs with no time that fit with the least driving, and Better route shows an order that drives less. Drive times are estimates, not live traffic, and nothing moves until you accept.
Stops opened in order in the maps app
My Day opens the day's stops in order in the phone's maps app, and you can let your team plan their own day.
Techs see only their own route
By default, a Team member sees only the work assigned to them, and the client, invoices, and payments of that work.
Checklists, notes, and photos on each visit
Checklists, notes, photos, and the client's signature on each job.
My Day on every tech's phone
Your team gets My Day on their phone: their schedule, job details, and profile.
A supplier's quote kept on the repair job
Keep a job's documents on it, such as a supplier's quote, a permit, or a drawing, from the office or a phone.
Repair hours carried onto the invoice
Log time on the job at your hourly rate, or a person's own, and billable time carries onto the invoice.
Autopay on the monthly bill
Autopay charges a recurring or rent bill to the client's saved card or bank account on its due date, after the bill is emailed with the card and the date on it.
Pump parts and filters on the invoice
Record the materials used, and they carry onto the invoice too, with their tax.
A pay link on every repair invoice
Every invoice has a pay link. Clients pay by card or bank transfer, with no account needed.
Clients see and pay bills in the portal Team and up
A customer portal where clients see their quotes, invoices, work, and messages, and pay online.
Plans
Free covers request to paid in all five ways of working. Team and up adds the tools that keep clients close and the office ahead.
For a solo operator getting started.
billed monthly
For a small team running the day together.
billed monthly
The card and bank fees are Stacwork's platform fee, on top of standard Stripe processing on the payments you take. The Team trial needs no credit card. After 7 days you stay on Free unless you subscribe, and your data stays.
Straight answers about how Stacwork runs your day.
Yes. Set up a recurring plan with a visit every week and a monthly bill. The plan's price covers each visit, so a month with five Tuesdays bills the same as one with four.
The plan's price covers each weekly visit, so do the repair as its own job. Record the parts used and log the time spent, and both carry onto that job's invoice, parts with their tax.
Yes. Each visit keeps the tech's checklist, notes, and photos, and each client's timeline lists every job, so you can open last Tuesday's visit when a client asks.
On Team and up, track stock with reorder levels and supplier details, and parts on accepted quotes and open work are set aside, so you see what is really free.
On Team and up, clients add or remove a card or bank account in the customer portal and turn autopay on or off for each plan. On every plan, you can email a link to save a card.
Nothing to start. Free covers 2 people and the whole loop from request to paid, with weekly plans and autopay included. Team adds inventory, the client portal, and review requests, and each new account gets a 7 day Team trial with no card. See the plans below for prices on each.
Free runs the whole loop for up to 2 people. No credit card.