Sign inTry it free
The CRM for pool companies

Run your pool company, above and below the waterline.

Leads, estimates, schedules, crews, purchasing, invoices and payments for pool builders, remodelers, service companies and spa dealers. Plus Marco, the free app your customers use.

First week free. Cancel any time.

The Waterline dashboard: jobs in progress, revenue and what needs you today
The Waterline iPhone app: Today, with what you are owed and today's work
Above the waterline

What your customers see.

  • Estimates they sign from a link or on your screen
  • Their job in Marco: progress, photos, daily logs
  • Change orders they sign in the app
  • Invoices they pay by card or bank
  • One message thread with your team
Below the waterline

What keeps the company running.

  • A price check on every estimate, from your own past jobs
  • Purchase orders, inventory and job costing
  • Crews, roles and clock-in from the phone
  • Commissions, fleet and business numbers
  • QuickBooks Online and Xero
Try the real thing

This is Waterline. Click around.

The real app with a made-up pool company. Pick a screen, then press Try it live to use it.

The real Waterline, with a sample pool company.

Dashboard, with example data

Made-up customers and jobs. Nothing you do here is saved, and no sign-up is needed.

From first call to final payment

One system for the whole job.

Sell

Win more of the work you quote.

Every lead and job by stage. Estimates from your price book, checked against your past jobs before they go out, and signed from a link.

  • Pipeline from new to finished
  • Price check on every estimate
  • Calls, emails and texts logged on the customer
All features
The Waterline pipeline: pool jobs by stage, from new to billing
Run

Every crew on the right job.

Inspections, installs and follow-ups in order. Purchase orders received onto the job or the shelf. Daily logs and photos from the field.

  • Schedule and tasks across every job
  • Permits and inspections tracked
  • Service and warranty calls tied to the job
How it works
The Waterline schedule: inspections, installs and meetings in order
Get paid

Invoices they pay from their phone.

Deposits, progress billing and final invoices. Customers pay by card or bank from a link, and the payment lands on the invoice by itself.

  • Job costing against the estimate
  • QuickBooks Online and Xero
  • Commissions and payroll exports on Enterprise
Pricing
Waterline invoices: owed, overdue and partly paid
Meet Marco

Your customers get Marco. You get the work.

Marco is our free app for pool owners. He reads their water tests and tells them exactly what to add. When they need a pro, he talks the project through and sends it to a Waterline company near them.

  • Find a pro: the project lands in your leads with their details and their OK to call
  • Offers: owners who opted in, near you, at most 2 a month
  • Customer portal: they follow your jobs in Marco, under your brand
Marco: the pool needs a little help, add chlorine first
Marco: following a replaster job shared by the pool company
In your pocket

The office on the truck.

The Waterline app for iPhone and iPad: today's work, jobs, estimates signed in person, invoices and leads.

Jobs on the Waterline iPhone app
An estimate on the Waterline iPhone app, ready to sign in person
Leads on the Waterline iPhone app

More about the app

See it with your own jobs.

Start free for a week. We'll bring your customers, jobs and price book over from a spreadsheet.