Run the day from your phone.
Write and price an estimate at the equipment pad, get it signed, log the day with photos and see who owes you, all from the Waterline iPhone app. The heavy setup stays on the web.
The parts of Waterline you need in the field.
Today
Open the app and see today's schedule, tasks due, estimates out, new leads, overdue invoices and what you're owed.
- Clock in and out from the first screen on Enterprise
Estimates and signatures
Pick the customer, add items from your price book, check the price, and hand them the phone to sign. The signed estimate is locked.
Jobs, logs and photos
Log the weather, who was on site, what happened and any delays. Take progress photos with the last one shown faintly over the camera, so every shot lines up.
- Mark what the customer can see in Marco
- Change orders signed on the spot
Schedule
Installs, inspections and meetings across every job, the same as the web.
Leads
New leads from your website, Marco and the web land here. Work them from the truck.
Invoices
Send an invoice with a pay link. Set up card payments with Stripe once, right from the phone, and money goes to your bank.
Your company, ready before the next visit.
- Your brandName, logo and color. They go on everything your team sends.
- Your pricesLoad your trade's usual jobs, labor and materials with typical prices, then change anything.
- Your defaultsDeposit, how long estimates are good for, payment terms and tax rate, filled in on every new estimate and invoice.
- Your teamInvite people by email and pick their role. Add or remove seats on Enterprise.
- Two-step sign-inTurn on a code from your authenticator app for every sign-in.
Works on whatever you carry.
- On the webThe full office in any browser: every list, report and setting.
- On iPadThe whole CRM on a bigger screen. Customers sign right on it with a finger or Apple Pencil.
- On iPhoneThe field side of Waterline: the day, estimates, jobs, logs, leads and invoices.
Marco, the free app for pool owners.
Can I swim?
Owners log a test with a tap for each reading. Marco says swim-ready, needs a little help, or hold off, and what to add first.
Their water, at a glance
Each reading on a simple gauge with a plain word, and earlier tests one tap away.
Your jobs, in their pocket
Invite a customer and they follow the job you share: photos, logs, invoices, change orders and messages.
Start on the web today.
The Waterline iPhone app is on its way to the App Store. Your account works in any browser now, and in the app when it arrives.