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A pool service technician in a navy polo kneels on travertine decking and empties a skimmer basket of leaves, a telescopic pole and a brush laid beside him, a clear pool in front and a white van beyond the gate.

Your route, one pool report at a time.

Communities send pool RFPs to companies with a current CPO card and insurance on file. Answer on your own letterhead, then file chlorine, pH and a photo at each stop.

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Chlorine and pH go on the visit report.

Free chlorine and pH are required on every pool visit. Alkalinity, cyanuric acid, water temperature, baskets emptied and the chemicals you added go on the same report, so the community reads what you did without a phone call.

  • A flagged reading still filesIf a pool comes back low, the number is stored as you took it and flagged. A typo like pH 74 is refused.
  • Your health department sets the testing intervalThe report records what you tested and when, whatever your county requires.

Tuesday route

Marcus · 6 stops

Stops

Today
Lagoon poolReadings and photos filedFiled
Family poolBaskets emptied · 9:40 AMFiled
Splash padNext stopNext

Chemicals added

This stop
Liquid chlorine1 gallonLogged
Muriatic acid1 quartLogged

Three documents, filed once.

Each community sets its own list for pool companies, and a W-9 is the least it can ask. Left alone, it asks for these.

  • General liability

    A current certificate. A community can set a minimum limit on it, or ask for workers’ compensation or commercial auto.

  • CPO card

    The pool trade’s credential. File it once and it goes with every pool proposal.

  • W-9 and business license

    We read both once. From then on, each pool RFP names its community.

From RFP to your first Tuesday.

Open the pool RFPs in your area and answer the one that fits.

  1. Read the RFP

    Each pool, its hours and how often the community wants it serviced.

  2. Price each pool as its own line

    Per stop or per month, and say whether chemicals are included or extra.

  3. Send it from Proposal Studio

    Your name and contact line head the page, with photos of pools you service now.

  4. Run the route

    The stops land on one schedule across every community you serve, with directions one tap away.

Before you file your CPO card.

Do I file my CPO card again for every community?

You file it once. Your documents are used for every community you serve.

Can my techs use it without seeing my invoices?

Yes. Add each employee from your account with an email address. They sign in with a six-digit code, with no password, their login opens on today’s stops, and company money never appears on it.

What does it cost?

Joining is free. The vendor pricing page lists the plans.

Start with your CPO card.

Your CPO card goes on file once, and every pool proposal you send carries it.

Create your vendor accountSee vendor pricing