A pool service CRM that actually fits the route business.

A customer record in SplashIQ is the entry point to everything you know about that account. Open it and you see contact details, preferred contact method, billing notes, a timeline of every visit, every invoice, and every flagged issue. Click into a property and you get the address, gate code, pool type (in-ground, above-ground or spa), gallonage, service frequency and the assigned technician.

This matters because pool work is messy. The homeowner pays the bill but the housekeeper opens the gate. The pool is in-ground but there's also a spa with a separate chemistry profile. The pump was replaced last August but the heater is still the original from 2009. A generic CRM forces all of that into a single text field. SplashIQ gives it real structure so a technician arriving for the first time has every fact they need before they get out of the truck.

Leads and customers live in the same searchable list, separated by a simple toggle. A new website inquiry comes in as a lead with stage "new". Your office team moves it to "contacted", then "qualified" once they've spoken to the homeowner, then "quoted" after sending a proposal. When it closes, one click converts it to a customer and the property and route assignment workflow takes over.

Every lead carries a follow-up date. Overdue follow-ups light up in amber on the dashboard so nothing rots in a spreadsheet for three weeks. When you win the job, the entire conversation history travels with the converted record so the technician doing the first visit can see exactly what was promised.

Type a partial street name and SplashIQ returns the matching property. Type a phone number and it returns the customer. Type a pump model and it returns every property running that pump — invaluable when a manufacturer issues a recall. The CRM understands the relationships between customers, properties, equipment and visits, so a single query can answer questions that take a spreadsheet half an hour.

Every property is assigned to a technician and a service frequency: weekly, biweekly, monthly or on-demand. That assignment drives the schedule, the route map, the work-order queue and the homeowner's portal in one go. Reassign a technician and the change ripples through the calendar automatically. There's no second system to update.

Commercial accounts get the same treatment. A property manager who owns twelve condo pools is a single customer with twelve properties, each on its own frequency, each with its own equipment list and its own homeowner portal link. Bill them as one account, service them as twelve.