Loading Service Tooly
Service business software + optional AI

Run your pool service business from one place.

Pool service software for recurring routes, customer updates, invoices, and reviews.

Track recurring service, customer details, route proof photos, chemical notes, invoices, and seasonal follow-up.

Organize recurring routes and keep visit proof, service notes, invoices, and seasonal opportunities connected.

✓ English and Spanish ✓ Company-isolated workspace ✓ AI is optional
pool service service professional at work
One connected lead-to-payment workflow Request to estimate to schedule to job to invoice to review
See the value in two seconds

The six things ServiceTooly helps you do every day.

01

Capture every opportunity

Forms, quote requests, photos, location, and the service need arrive in one connected record.

02

Answer calls with AI

The optional AI Office Manager can answer approved questions, collect details, and help book work.

03

Quote faster

Turn the customer and job details into a clear estimate without typing the same information again.

04

Schedule and dispatch

Keep the appointment, technician, notes, status, and schedule changes connected.

05

Invoice and collect

Move completed work into an invoice, payment link, and balance follow-up.

06

Follow up automatically

Automate reminders, estimate follow-up, review requests, and future opportunities.

Stop rebuilding the same job from calls, texts, and spreadsheets.Create my workspace
Problem, solution, result

Common pool service problems should have clear next steps.

Customers want a fast answer. Your office and field team need complete information. ServiceTooly keeps the story together from the first request through payment and follow-up.

The problem

Recurring routes need organization

The ServiceTooly solution

Recurring bookings

Keep future work visible and make repeat service easier to manage.

Result: the next action is visible and attached to the right customer.
The problem

Customers want proof of visit

The ServiceTooly solution

Visit proof photos

Customers can send the visual details your team needs before the visit.

Result: the next action is visible and attached to the right customer.
The problem

Chemical/service notes matter

The ServiceTooly solution

Service notes

Keep the customer, property, job, and service history together.

Result: the next action is visible and attached to the right customer.
The problem

Seasonal upsells are missed

The ServiceTooly solution

Invoice reminders

Keep customers and your team informed when an appointment is approaching or changes.

Result: the next action is visible and attached to the right customer.
One connected workflow

From a new lead to a finished job without changing systems.

Collect pool details, current concerns, service frequency, access notes, and photos, then keep every next step connected.

  1. 1

    The opportunity arrives

    A form, call, or request saves the right customer and job details.

  2. 2

    Your team responds

    The office or optional AI clarifies the need and prepares the next step.

  3. 3

    The estimate is approved

    The customer gets a clear proposal and your team sees its status.

  4. 4

    The work is scheduled

    The appointment, technician, notes, and updates stay together.

  5. 5

    You get paid and follow up

    The invoice, payment, review, and future work close the loop.

Replace the daily mess

Use one operating system instead of rebuilding the job in five tools.

Separate spreadsheets

Customers, opportunities, jobs, and statuses live together.

Loose calendars and group texts

Scheduling and notes connect to the right customer and job.

Disconnected quote and invoice tools

Money follows the same workflow as the request and the work.

Voicemail with no next step

Optional AI can collect information and help with booking.

See exactly what is included before you choose.Compare ServiceTooly + AI plans
Detailed capabilities

Tools that support the way pool service work actually moves.

01

Recurring bookings

Keep future work visible and make repeat service easier to manage.

02

Visit proof photos

Customers can send the visual details your team needs before the visit.

03

Service notes

Keep the customer, property, job, and service history together.

04

Invoice reminders

Keep customers and your team informed when an appointment is approaching or changes.

05

Seasonal campaigns

Reconnect with past customers through organized, permission-based follow-up.

06

Customer portal

Keep the customer, property, job, and service history together.

07

Customer CRM and property history

Keep the customer, property, job, and service history together.

08

Scheduling, dispatch, and field work

Turn the request into scheduled work with the right details attached.

09

Estimates, invoices, and payment tracking

Move from approved or completed work to payment without another disconnected tool.

10

Team roles and permissions

Keep this part of the service connected to the customer and the rest of the workflow.

11

Messages, reminders, and automations

Keep customers and your team informed when an appointment is approaching or changes.

12

Business reporting

Keep this part of the service connected to the customer and the rest of the workflow.

Optional AI Office Manager

Add help answering calls and booking work when you are ready.

ServiceTooly runs your customer and job workflow. AI Tooly can connect to that workflow to answer approved questions, collect caller details, help schedule work, and assist with approved office tasks. You control whether AI is included.

See AI packages and included minutes
✓ Answer approved common questions ✓ Collect customer and job details ✓ Help book or route the request ✓ Keep activity tied to the workspace
Plain-language answers

Questions people ask before starting.

What does ServiceTooly do?

It keeps leads, customers, estimates, schedules, jobs, invoices, payments, messages, and follow-up in one system for service businesses.

Do I need AI Tooly?

No. ServiceTooly works on its own. Add AI Tooly when you want help answering calls, collecting details, booking work, and handling approved office tasks.

Can my team use it in English or Spanish?

Yes. The public site and workspace provide English and Spanish.

Is payment required to start the trial?

No payment is required to create a trial account. You can compare plans before choosing a subscription.

Ready when you are

Keep every pool service request, job, and payment in one simple system.

Start with ServiceTooly. Add AI Tooly when you want more help at the front desk.