Invoicing for pool service technicians
Invoice Koi is an invoice app for pool service technicians, where the maintenance visit invoices itself every month and a failed pump is its own document.
The iPhone app is coming to the App Store.
Two thirds of the work is the same visit over and over: test, dose, skim, check the pump, go. It is easy money to do and awkward money to bill, because writing the same invoice out twelve times a year is how a maintenance customer quietly stops being invoiced at all. Then the pump fails, and that is a different document entirely.
What pool service technicians
put on an invoice.
Save these items with your own rates. Tap to add them to an invoice, with the unit, price and totals filled in.
| Line | Unit |
|---|---|
| Route visit | each |
| Water test and chemical balance | each |
| Chemicals and consumables | job |
| Filter cartridge, supplied and installed | each |
| Repair labor | hrs |
| Opening and closing for the season | each |
| Spa service and drain down | each |
Set your own prices. The app's starter rates are placeholders. To bill one job today with nothing installed, the free pool service technician invoice template opens in your browser with these lines on it.
Three things that
save the evening.
The monthly visit, invoiced without being remembered
A recurring invoice drafts on the cadence you set, weekly through to yearly, carrying the client and the lines. You look at it and send it, and a quiet month stops being an unbilled one.
A round you can see
The jobs schedule holds who is due when, so a route of regular customers is a list rather than something you keep in your head between the van and the kitchen table.
Maintenance and the repair, kept apart
A failed pump on a maintenance customer goes under its own heading with its own subtotal, so what they pay every month and what went wrong this month read as two separate things.
Asked by pool service technicians.
Can a monthly maintenance customer be billed automatically?
A recurring invoice drafts itself on the day you set with the lines already on it. Sending is still yours: nothing reaches a customer until you press send.
How do I add a repair to a customer already on a monthly rate?
Put it on the same invoice under its own heading, or raise a separate one. Grouped subtotals mean the maintenance figure stays recognizable either way.
Can I bill chemicals at what they cost me?
Yes. Photograph the supplier receipt, it is read into an expense with the tax inside it, and that expense can go onto the invoice as a line.
Weighing up apps? Invoice Koi vs Jobber and Invoice Koi vs Tofu set the features side by side, including where they win. Or see all 12 comparisons.
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