Part of the Home Services industry →
Pool Service Business OS
The complete operating system for owner-operated pool routes.
Digital download: a ZIP with the .xlsx workbook and the quick-start PDF. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there. Buy once, yours forever.
Where this fits
Level 2 of 3: Run the operation
Connected operating systems for the work that repeats every week: estimating, pipeline, bookings, deadlines, follow-up. Tabs share data and formulas carry the numbers from estimate to invoice to dashboard. Enter it once and stop retyping the same figures into five different sheets.
Shown for the Home Services stack. The levels are the same in every industry.
Fix individual tasks
$19 to $39
Run the operation
$69 to $149
Put AI to work
$99 to $199
What comes next: You are at Level 2 (Run the operation). The step up is Level 3 (Put AI to work): Cleaning Quote & Rebook Agent: $179 Pest Control Renewal Agent: $179
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- DashboardMRR, active and paused counts, average per stop, chemical spend, overdue balances, best and worst stops, and the Review Engine with ask and receive rates.
- CustomersGate codes, pool type, sanitizer, service tier, route day, monthly rate, and status (Active, Seasonal Pause, Churned).
- RoutesWeekly stop sequences with planned vs. actual drive and on-site minutes, plus a density view: stops, revenue, and average drive minutes per day.
- VisitsReadings, chemicals added with cost, task checkboxes, filter-clean flags, and proof-of-service customer notes.
- ChemicalsCost-per-stop allocation against target, with OVER flags when a product costs more than it should.
- BillingMonthly rates pulled from Customers, Paid, Due, and Overdue status formulas, and autopay flags.
- RepairsThe repair quote pipeline with 48-hour nudge flags, win rate, and open-quote dollars. Warranties and filter cycles surface revenue the route would otherwise miss.
- EquipmentUnit registry with automatic age, warranty flags, upsell timing, and the replacement pipeline.
- FiltersFilter schedules with automatic next-due dates and OVERDUE and DUE SOON flags. No filter clean slips.
- SeasonalityPause vs. churn log with expected return dates, so winter MRR is a plan, not a surprise.
- P&LMonthly profit and loss measured against the revenue line and a margin benchmark.
- ReportPer-stop profit from cross-tab formulas with the 5 worst stops auto-ranked, plus route-day profit and averages. The report that reprices the route.
- Quick-start guide (PDF)The 15-minute setup: load your customers, enter your route, and run the first profitability report.
Who it’s for
Built for a specific desk.
- Owner-operated pool routes at 50 to 150 pools that need real route economics
- Route owners bleeding money on filter skips and unwatched repair quotes
- Anyone paying pool software per location per month and getting none of this math
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions, no special software | |
| Sample data is fictional and internally consistent. Overwrite it with your own route |
A note from Procedura. Published by Procedura. Built and structured around real pool route workflows. The sample data is internally consistent across all twelve tabs, so you can see exactly how the route math works before you enter a number. This is an operating layer, not SaaS: your data stays yours.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Yes. Built in Excel, fully compatible with Google Sheets. No macros.
The Seasonality tab logs both, with expected return dates for paused accounts, so winter MRR is a forecast instead of a surprise.
Per-stop profit from cross-tab formulas, with your 5 worst stops auto-ranked, plus route-day profit and averages. One repriced stop or one caught filter clean pays for the whole OS.
Software charges per location every month, forever, and climbs with every pool added. This is $119 once, and it does the 80% you actually use: route economics, chemistry costing, billing, and follow-up.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a professional practice. No spam, no funnels, no daily drip. Unsubscribe anytime.