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Take your Pool Service Business
from good to great with ServiceTitan

ServiceTitan can do wonders for your pool service business, but only with the right setup. We can help you get there.
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Outdoor Swimming Pool Cleaning and Heating Equipment Seasonal Maintenance performed by a professional technician
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Is ServiceTitan causing you more
headaches than it solves?

We know how frustrating it can be to invest in tools without seeing the expected return. We often see home service businesses like yours struggling to use this software that can feel more like a blockage than an asset when it’s not set up right.

What does it matter if you offer the best pool services in town if your team is a mess and your business isn’t profitable?

The main reason why this happens is that you are not customizing the system to your specific needs.

ServiceTitan is a powerful tool in itself, but its true superpower lies in the customization potential to make it truly fit your operations, and not the other way around. A generic setup might tick the basic boxes, but it doesn’t address the unique demands of your pool service operations.

Common challenges Pool Service Businesses face

  • Fluctuating Service Pricing: Pool services vary depending on the size, condition, job type, and type of pool. Without an optimized Pricebook, pricing discrepancies can occur between jobs, which leads to inconsistent pricing and unhappy customers who won’t return next year.
  • Tracking Different Service Types: From regular pool cleaning to equipment repairs, installations, and chemical treatments, managing different types of jobs requires a system that can handle diverse workflows and service categories. Working without templates for each job type leads to confusion and inconsistencies.
  • Scheduling Recurring Services: Like many other trade businesses, the pool service industry is built on a lot of recurrent services. Pool maintenance, for example, is often done on a recurring schedule. Without automation, it’s easy to miss appointments, especially with a growing customer base, which means you’re leaving money on the table.
  • Managing Seasonal Demand: Pool service businesses experience fluctuations in demand depending on the time of year. Balancing heavy workloads during peak seasons while staying organized is easier said than done, but it’s an essential requirement for running a profitable pool business.
The good news is that we can help you get ServiceTitan optimized to help with all of that and more!

How optimizing ServiceTitan can help your business

Customizing ServiceTitan means optimizing your system to work specifically for your business, cutting out inefficiencies, and eliminating guesswork. It will make you run your pool cleaning business like a well-oiled machine, helping your team work faster and more accurately by providing the right tools and information at the right time.

A custom setup streamlines scheduling, pricing, and job tracking, reducing errors and improving productivity. It ensures everything flows smoothly, while providing data-driven metrics to help you make smarter, informed decisions.

Optimizing ServiceTitan turns it into a growth-driving tool.

ServiceTitan optimizations we can help with

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Pricebook

We’ll optimize your Pricebook to reflect different services (pool cleaning services, repairs, installations) and materials, ensuring accurate estimates every time. The prices are all readily available via the ServiceTitan Mobile App as well, to make price estimations easier in the field.

Dispatching

Automate scheduling to ensure the right technician is assigned to the right job, reducing delays and maximizing your team’s efficiency – from your CSRs to the field techs.

Easy Invoicing & Payment Processing

Streamline invoicing by enabling technicians to generate and process payments on-site, reducing administrative work and speeding up cash flow.

Service Reminders

Set up automated reminders for regular services such as yearly pool maintenance. This way, no appointments are missed and recurring revenue is consistent.

Customer Communication

Improve customer relationships with automated follow-ups, service reminders, SMS notifications, and real-time job updates, keeping clients informed every step of the way. You will notice how this helps convert new customers into long-term clients.

Job Tracking & Reporting

Transparent reporting is one of our specialties. We’ll set up user-friendly real-time dashboards and reports to help you track the metrics relevant to your business.

Integrations

We can set up integrations with all other tools you use, such as your accounting software, CRM, and inventory management systems. This will ensure all your software solutions communicate seamlessly, reducing manual work and errors.

How it works in practice

Imagine your company receives a call from a customer requesting a routine swimming pool inspection and cleaning before the season starts.

Now, let’s see how this request could be handled with an optimized ServiceTitan setup:
Booking the Job

The customer service rep quickly inputs the request into ServiceTitan, and the system automatically pulls up the pricing based on the pool size, location, and service requirements.

Dispatching the Right Technician

ServiceTitan’s automated dispatching assigns the job to the technician with the right skills and availability, ensuring they’re in the right location at the right time.

On-Site Service

The technician arrives on-site, and using the ServiceTitan field service app, they have access to the customer’s service history and specific instructions for the pool cleaning. They can track the time spent on the job and update the system in real time.

Invoicing and Payment

After completing the service, the technician generates an invoice on-site through ServiceTitan and processes payment immediately via credit card or other payment methods, reducing admin work and speeding up cash flow.

Customer Follow-Up

Once the job is done, ServiceTitan automatically sends the customer a thank-you message and a reminder for the next scheduled cleaning, ensuring no appointments are missed. There’s no need for the client to provide their contact information multiple times because your systems are all connected.

Everything works seamlessly because all your systems and teams are in sync.

How ServiceTitan can help you grow your customer base

Optimizing ServiceTitan isn’t just about improving operations. To push your business growth, the system can also be set up to help you expand your customer base and keep the ones you already have coming back.

Here are a few examples of things we can set up:

  • Customer Data Syncing: ServiceTitan syncs all your customer information, giving you a 360-degree view of each customer’s service history, preferences, and needs. This enables your team to offer a more personalized, high-quality customer experience, increasing the likelihood of conversions and repeat business.

  • Integrated Marketing Campaigns: With ServiceTitan’s Marketing Pro, you can seamlessly execute your marketing strategies, such as running campaigns, promoting seasonal offers, etc. This allows you to stay in touch with your existing clients and also reach new potential customers.
  • Service Agreement Management: ServiceTitan makes it easier to track and manage work orders, ensuring that customers are reminded when it’s time for their next service or when their contract is up for renewal. This consistent engagement helps you build recurring revenue and boosts customer loyalty.

Industries we work with

Even if your trade isn’t listed, we might be able to help. Just book a call to get started today!
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Why Home Service Engine is the
right choice for your business

Instead of hiring generic consultants, working with us means you’ll get a long-term partner that is highly invested in your success. We have years of experience in various home service industries like yours, and we understand the unique challenges pool service providers face every day.

That is why we have specialized in creating custom ServiceTitan setups that really match the way you run your business operations. From customizing pricing and dispatching to managing recurring services and improving customer satisfaction – we can help you streamline every single aspect of your business.

Choose us to get more out of ServiceTitan and turn it
into your personalized pool service software. 

Who is this for

  • Small businesses looking to scale
  • Start-ups looking for a better return on their investment in ServiceTitan as a software
  • Business owners interested in growing their team of contractors
  • Large multi-location businesses looking to streamline operations
  • Family-run businesses offering local services
  • All-in-one trade companies

Frequently Asked Questions

Is ServiceTitan the best software for pool service management?

Yes, ServiceTitan is an excellent choice for pool service businesses. ServiceTitan is a cloud-based field service management software with many features and functionalities that allow you to streamline your operations and automate recurrent jobs.

ServiceTitan is specifically designed to improve essential features for pool service businesses, such as pricing accuracy, customer communication, and job tracking.

With its ability to integrate with other tools and all of the customization potential, ServiceTitan becomes one of the most powerful tools to help you achieve the growth and profitability you’ve always wanted. We can help you customize the system to your needs.

Which metrics can I track with ServiceTitan for my pool service business?

ServiceTitan allows you to track a variety of key performance indicators (KPIs) that are critical for your pool service company. It’s up to you to define the metrics that would help your decision-making process and impact your bottom line, but here are some ideas:

  • Job profitability
  • Technician performance (revenue per tech, completion time, ranking by quality service)
  • Customer satisfaction scores
  • Service agreement renewals
  • Customer retention rates
  • Revenue per service type (e.g., cleaning, repairs, new pool installations)
  • Appointment and job completion rates
  • Response time per request (including tracking customer calls and requests)
  • First-time fix rates
  • Upsell success rates
    How can this optimization improve accurate pricing amongst my technicians?

    Inaccuracies normally happen because your Pricebook isn’t effective, because you don’t use standard procedures or templates, or because you’re not using proper pricing rules to account for seasonality and material availability.

    Optimizing ServiceTitan can fix all of that, and much more!

    Can we cover both residential and commercial pool services?

    Yes, of course! ServiceTitan can handle businesses of all sizes and types, whether you’re serving homeowners in your local neighborhood or an entire state.

    By customizing your setup, you can differentiate between types of jobs and adjust pricing, workflows, and scheduling accordingly.

    What happens if my team isn’t tech-savvy – will they be able to use the system?

    Absolutely. One of the key benefits of working with us is that we provide hands-on training for your team, making sure they feel confident using the system. We understand that not everyone is tech-savvy, so we break down the steps in simple terms and use real-world examples to ensure everyone – from technicians to office staff – can use the system effectively.

    How long does the setup process take?

    It depends on the complexity of your setup and the size of your team, but most projects take between 3 and 6 weeks. We’ll give you a clear timeline after your discovery call.

    Ready to customize ServiceTitan for your pool business?

    Book a call with Home Service Engine today.

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