Challenges We Solve for Pool Service Companies
Recurring visits, seasonal spikes, and equipment quirks—we handle the admin and scheduling so you stay ahead.
Customer Review Management
Technician Arrival Tracking
Customer Data Clean-up
Invoice & Paperwork Automation
Call Handling & Summaries
Job Booking & Accuracy
Right job, right details, every time.
When a job is created in your ERP, we validate customer data and address accuracy so technicians aren’t chasing bad info.
Turn calls into clear actions.
Calls are auto-analyzed and summarized, so office staff get instant clarity on job details while CSRs focus on the next customer.
Paperwork you don’t have to chase.
Automatically generate and send warranty paperwork, invoices, or receipts so nothing slips through the cracks.
Customer info, always correct.
From phone numbers to customer names, our tools correct errors automatically — no more bad records slowing down dispatch.
Know when techs hit the ground.
When a technician arrives on-site, we confirm arrival and flag issues proactively — no guessing where your team is.
Win more trust online.
AI analyzes calls and generates personalized review responses that boost your Google rating without extra admin time.
Pool Service Workflows That Deliver Immediate Value
Automate recurring maintenance, parts tracking, and customer updates—so techs spend time poolside, not paperwork-side.
Estimate Generation
Automatically generate estimates based on customer preferences directly in your erp system.
Purchasing Simplification
Automatically parse purchasing documents directly from your email and send to your preferred ERP system.
Job Validation
Ensure every new job has correct customer and address details without relying on CSRs to type it in accurately
Technician Timesheet Validation
Review and manage timesheet data for accuracy using reasoning workflows across complex datasets.
Streamlining Commercial Work Orders
TGL built a custom workflow that automatically parsed timesheet and job summary data into polished PDF work orders without pricing. These work orders were automatically attached to the customer’s record in ServiceTitan and sent directly to the client in a clean, modern email. The entire process was hands-off for ENCON staff, ensuring speed, consistency, and professionalism with every job.
A Smarter Way to Send Estimates
TGL engineered a custom digital estimating solution that integrated seamlessly with ServiceTitan. Estimates were moved online with a polished, professional design that removed unnecessary line items while invoices in ServiceTitan remained fully detailed. Our tool even wrote the estimate summary (future tense) and the invoice summary (past tense) after the estimate sold. Customers could still receive estimates via ServiceTitan email, sign digitally, and upload attachments — all of which synced automatically back into ServiceTitan. This ensured both customers and internal teams had the right level of visibility at the right time.
Payroll - Optimized
TGL delivered customized automation and dashboards
They developed a Purchasing Assistant that digitizes invoices via webhook, routes them to ServiceTitan, and enables one-click approvals.
Rachel, the bookkeeper, took full ownership of this workflow—freeing up bandwidth for higher-level initiatives.
Dashboards were customized to show marketing spend, revenue pacing, 3-day call board status, and CSR performance.
CallIQ gave insight into missed opportunities, negative sentiment trends, and CSR behavior.