Routes
How to buy a pool route: a due diligence checklist
Where to find pool routes for sale, the diligence checklist before you offer, density and retention, and what should be written into the deal.
3 min · Updated
POOLIO Resources
Guides for running a pool service company
Operational writing for owners, not marketing filler: what a stop actually costs, how to sequence a route around real access constraints, what belongs on an invoice, how to work a past-due list, and how to judge software against your own week. Every guide is written by the POOLIO team and dated so you can see when it was last reviewed.
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Routes
How to sell a pool route, step by step
Preparing records, choosing scope, setting a price, listing privately, negotiating terms and planning the handoff.
2 min · Updated
Routes
Pool route valuation: what actually drives value
Recurring revenue quality, retention, density, cost to serve, concentration and evidence — the six factors behind a pool route's value.
2 min · Updated
Topics
Browse by topic
Growing a pool service businessGuides on adding pool accounts profitably: route density, pricing floors, capacity math, and what actually limits a pool company's growth.2 guidesRoutes and field operationsRoute building, stop sequencing, drive-time reduction, technician checklists, and the service records that defend the work you did.7 guidesPricing, invoicing, and getting paidHow to price monthly pool service, build invoices customers understand, run autopay, and collect past-due balances without losing the account.3 guidesRepairs and equipment workQuoting pool equipment repairs, tracking parts and labor, handling approvals and change orders, and billing completed repair work accurately.1 guidesCustomer communicationMessage templates and communication practices for pool companies: service reports, delays, green pool recovery, price changes, and payment reminders.1 guidesSoftware, AI, and accountingHow to evaluate pool service software, connect QuickBooks Online correctly, and apply AI to office work without letting it act unsupervised.3 guides
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Every guide
Showing 17 of 17 guides
Routes
How to buy a pool route: a due diligence checklist
Where to find pool routes for sale, the diligence checklist before you offer, density and retention, and what should be written into the deal.
3 min · Updated
Routes
How to sell a pool route, step by step
Preparing records, choosing scope, setting a price, listing privately, negotiating terms and planning the handoff.
2 min · Updated
Routes
Pool route valuation: what actually drives value
Recurring revenue quality, retention, density, cost to serve, concentration and evidence — the six factors behind a pool route's value.
2 min · Updated
Routes
Pool route escrow and 90-day retention: how the closing process works
Why escrow beats direct payment, how the main release and the 90-day retention reserve work, and what POOLIO does and does not do.
2 min · Updated
Routes
Buying pool accounts vs. a full pool route
Density, capacity, risk, handoff effort and cash needed — how a few accounts compares with a whole route.
1 min · Updated
Growth
How to grow a pool service business
A capacity-first framework for growing a pool route: density arithmetic, realistic growth channels, route acquisition due diligence, and the hiring threshold.
9 min · Updated
Growth
How to build a profitable pool route
Stop-level contribution margin, a worked margin table, the service-to-drive density ratio, geographic clustering, and pruning underperforming accounts.
8 min · Updated
Routes
Pool service route optimization
What optimization does and does not solve, real route constraints, honest before/after measurement, and phasing changes without burning out technicians.
8 min · Updated
Billing
How to price pool service
A cost-up pricing method for monthly pool service: per-stop cost build, pool-characteristic adjustments, seasonal risk, and raising existing prices.
7 min · Updated
Repairs
How to price pool repairs
A framework for pricing pool repair jobs: pricing models, a repair price book structure, diagnostic fees, change orders, and margin tracking.
7 min · Updated
Billing
How to collect overdue pool service invoices
A fixed aging-based reminder cadence, escalation rules, and pause criteria for past-due residential pool service balances.
8 min · Updated
Billing
What a pool service invoice should contain
The fields, line-item structure, and payment details that make a pool service invoice self-explaining, plus a worked example.
7 min · Updated
Communication
Pool service customer communication templates
Ready-to-use templates for the messages a pool company sends most: reports, delays, missed access, price changes, past-due nudges, and win-backs.
6 min · Updated
Routes
Pool technician checklist
A standard stop sequence, testing and recording order, equipment inspection points, and escalation rules for pool technicians.
8 min · Updated
Software
How to choose pool service software
A six-dimension evaluation framework, concrete trial tests, migration questions, and the true total cost of switching pool service software.
9 min · Updated
Software
Using QuickBooks Online for a pool service company
Where QuickBooks Online fits versus field software, a pool-company chart-of-accounts approach, sync and matching risks, and a monthly reconciliation routine.
9 min · Updated
Software
Where AI actually helps a pool service company
A practical taxonomy of where AI helps a pool company's office today, where it must stay supervised, and how to measure whether it's working.
7 min · Updated
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