Coming soon — built for hot tub & pool companies

Run your whole pool & spa business from one screen

Point of sale, work orders, technician routes, inventory, CRM, marketing, a support desk, and a customer portal — replacing the patchwork of legacy software, spreadsheets, and sticky notes your team fights with today.

We're finishing it in a real two-store shop before we open the doors. Leave your email and you'll be first to know.

One email when we launch. No newsletter, no sharing your address.

Want to look around first? Open the live demo — no signup, nothing to install.

Soaklysoft's Today screen: a ranked daily checklist of unbilled work, overdue reviews, and low stock across the whole business

One system instead of five

Legacy shop software

The 20-year-old system your counter staff learned to work around.

A separate CRM

Leads, deals, email, texts, and campaigns — no second subscription.

Route spreadsheets

The tab someone rebuilds every Sunday night.

The group text thread

Where the photo of the broken heater goes to die.

Everything the front counter, the back office, and the truck need

One login, one customer record, one source of truth — across every store and every service van.

Point of Sale

Ring up chemicals, parts, and $12k spas at the counter. Quotes, deposits, returns, receipts, gift cards, and register close — with sales tax handled per store.

Service & dispatch

Work orders with priorities, checklists, photos, and water tests. Build each tech's daily route, send automatic on-my-way texts, and see route efficiency after the fact.

Inventory & purchasing

Live stock across every store and truck, low-stock alerts, purchase orders, transfers, physical counts, and LIFO/FIFO/average costing that matches your tax filing.

CRM & pipeline

A pipeline built for spa sales — walk-in to wet test to won. Lead scoring, a sales workspace, booking links, and every call, text, and email on the customer record.

Marketing & automation

Email and SMS campaigns, segments, drip sequences, and visual automations that fire off a purchase, a signup, or a stalled deal — then stop when someone replies.

Support desk

Customer questions, warranty claims, and callbacks tracked to resolution, with a knowledge base your staff and your customers can both search.

Recurring revenue

Valet maintenance plans generate the work orders; autoship sends the chemicals every month; memberships renew themselves. Set it once, bill forever.

Customer portal

Customers book their own service, approve quotes, pay invoices, see their water history, and message you — without adding a phone call to anyone's day.

Field app & tracking

An Android app for techs: their route, work orders, photos, water tests, and time clock. Optional GPS tracking with drive, stop, and route history.

AI meeting notes

Record a sales call or site visit; get a transcript, summary, and one-click follow-ups dropped into the CRM as notes, tasks, work orders, or deals.

Custom forms

Build delivery inspections, truck checklists, intake forms — dispatch them to staff, require them on work orders, publish them to your website, keep every submission.

Owner-grade reporting

Sales, real COGS profit, payroll hours, inventory valuation, technician scorecards, lead-source ROI, and a journey view of how customers actually reach you.

See it the way your team will

Real product, fictional data — everything below comes from the same sandbox you can try yourself.

Every morning

The day, ranked before you get in

Soaklysoft opens on the handful of things actually costing you money right now — finished work nobody invoiced, quotes going cold, shelves about to go empty — in the order they hurt, each one pointing at the team that owns it.

  • Do-first list across sales, service, inventory, and accounting
  • A printable morning briefing for the standup
  • End-of-day closeout that signs each store off
Today screen with a ranked do-first list and counts needing attention

Service & dispatch

Every open job, every tech, one board

Work orders carry the whole story — problem, site, equipment, checklist, photos, and billing lines. Chemistry and visit-time alerts surface problems before the customer calls you about them.

  • Statuses from new through en route to invoiced, with priorities
  • Required checklist tasks gate completion
  • Water tests and chemical dosing logged per visit
Work order detail with checklist, water test, and billing lines

Routes

Build each day's route in seconds

Reorder stops, rebalance between techs, and see unscheduled work waiting for a slot. Day-before reminders and on-my-way texts go out on their own.

  • Per-tech daily stop lists with addresses
  • One click to move or reschedule a stop
  • Service trucks act as mobile stores with their own stock
Daily route builder with technician stop lists

Point of Sale

A register your counter staff already knows

Scan a barcode or search by name, attach the customer, take cash, card, or check — or save it as a quote and chase it later. Stale quotes nudge themselves.

  • Quotes convert to sales with one click
  • Gift cards, store credit, and house accounts
  • Customer price levels applied automatically
  • Register open/close with over/short tracking
Point of sale with a populated cart, attached customer, and payment options

Inventory

Know what's on every shelf and every truck

Stock levels per store with reorder points, movement history on every SKU, vendor purchase orders, and transfers between locations — including the service vans.

  • Low-stock alerts roll up to the morning list
  • Special orders tracked from counter to pickup
  • Physical counts, vendor returns, and serial numbers
  • LIFO, FIFO, or average costing — your choice
Stock levels across stores with reorder alerts

CRM

A pipeline shaped like spa sales

New lead, contacted, appointment, quoted, won. Website leads land in the pipeline automatically, deals without a next action are flagged in orange, and every conversation stays on the record.

  • Deal values, sources, and owners at a glance
  • Lead scoring and a rescue queue for the ones going cold
  • Email + SMS threads on the customer record
CRM pipeline with deals by stage and stalled-deal warnings

Support desk

Nothing falls between service and sales

The heater question, the warranty claim, the double charge — every one gets a ticket, an owner, and a status, so it ends in a resolution instead of a voicemail nobody returned.

  • Tickets link to the work order, sale, or piece of equipment
  • Internal notes stay internal; replies go to the customer
  • A knowledge base your staff and customers can both search
Support desk board with tickets by status

Customer 360

The whole relationship on one page

Equipment with serials and warranty dates, bodies of water with full chemistry history, every purchase, every message, every visit — the answer to any customer call is one search away.

  • Installed equipment and warranty tracking
  • Water chemistry history per pool or spa
  • Sales and service history side by side
Customer record with equipment, water, messages, and history

Water care

Chemistry that remembers, so nobody guesses

Every test is stored against that specific pool or spa, with dosing recommendations from the water-care system you set up — and a chart that shows an owner exactly why last month was a fight.

  • Reading history per body of water
  • Dosing suggestions tied to your product catalog
  • Out-of-range readings raise a service alert
Water chemistry history for a spa with readings over time

Calendar

Everyone sees the same week

Shared store calendars alongside personal ones — deliveries, wet tests, trainings, and counts all on one board, visible from the showroom or the truck.

  • Personal and shared calendars with view/edit sharing
  • Month, week, and day views
  • Events sit right next to the day's service routes
Shared store calendar with deliveries, wet tests, and events

Team chat

Coordination without the group text

Direct messages and group chats live in the same Inbox as customer replies — so the crew stays on the same page and the conversation stays with the business instead of on personal phones.

  • Group channels and one-on-one DMs
  • Unread badges follow you around the app
  • No more lost screenshots in text threads
Team chat in the Inbox with channels and direct messages

Custom forms

Your checklists, made digital

Build any inspection, checklist, or intake form — then dispatch it to staff with due dates, require it on every work order of a given type, or publish it to your website as a lead capture.

  • Text, photos, ratings, signatures, and more
  • Assign forms with due dates and track completion
  • Required forms gate work-order completion
Custom forms list with delivery inspection and truck checklist

AI meetings

The meeting writes itself up

Record a sales call or site walk and Soaklysoft transcribes it, summarizes it, and proposes the follow-ups — notes on the customer record, scheduled work orders, new deals. You approve, it happens.

  • Transcript and summary in minutes
  • Follow-ups become real work orders
  • Bring your own OpenAI or Anthropic key — or leave AI switched off
AI meeting summary with proposed follow-up actions

Reports

Numbers an owner actually uses

Sales by store, payments by method, top products, profit on real COGS, technician scorecards, inventory valuation, payroll hours, lead-source ROI — without exporting a single spreadsheet.

  • Profit with real COGS, not guesses
  • Payroll from clock-ins and job time
  • Inventory valuation that matches your books
Report library with sales, service, inventory, payroll, and CRM reports

Getting your data in

Your history comes with you

Customers, contacts, deals, products, equipment, and stock come across from what you run today. You map the fields, preview what will happen, and review anything ambiguous before it lands.

  • Field mapping with a preview before anything commits
  • A review queue for likely duplicates
  • Undo an import that didn't go the way you expected
Import center showing an import with field mapping and review steps

Connects to the systems your business runs on

QuickBooks Online

Sales, payments, and cost of goods flow straight into your books — no double entry, no end-of-month spreadsheet gymnastics. Map your own chart of accounts and watch the sync health from inside Soaklysoft.

Need it to talk to something else?

Every business runs a little differently. Soaklysoft is built to tie into many different systems, and our integration list grows with our customers — when you need a connection we don't have yet, talk to us and we'll look at building it.

Don't take the screenshots' word for it

Click around a fully loaded sandbox company — ring up a sale, open a work order, build a route, answer a support ticket. Every screen is open. No signup, nothing to install.

Open the live demo

Be first through the door

Soaklysoft isn't open to the public yet. Leave your email and we'll tell you the moment it is — plus we'll ask what your shop needs while there's still time to build it.

One email when we launch. No newsletter, no sharing your address.

Questions, answered

When does Soaklysoft launch?

Soon — we're running it daily in a real two-store hot tub and pool business and finishing the last rough edges. Join the list above and you'll hear from us before anyone else.

What will it cost?

We're not publishing pricing yet. What we can tell you now is that every feature is included — there are no tiers, and nothing in the tour above is an add-on. Join the list and you'll get the numbers before they go public.

Is Soaklysoft only for hot tub and pool businesses?

It's built for them — water chemistry, valet routes, wet tests, chemical autoship. If you sell and service spas or pools, it will feel like it was made in your shop, because it was.

Can we bring our data from another system?

Yes. There's a built-in import center for customers, contacts, deals, products, equipment, and stock, with field mapping and a review step. We've migrated real data out of Evosus and HubSpot, and we build one-off imports for other systems as part of onboarding.

Does it support multiple stores?

Yes — unlimited retail locations plus service trucks that act as mobile stores with their own stock, so parts sold off the van are tracked like everything else.

What about payments and accounting?

Connect Stripe for payment links and card readers, and QuickBooks Online for ledger sync with proper COGS journaling using LIFO, FIFO, or average costing.

Do we have to use the AI features?

No. AI is off until you add your own OpenAI or Anthropic key, and it stays hidden if you never do. When it is on, you pay the AI provider directly — Soaklysoft doesn't mark it up.

Is our data locked in?

No. Reports and lists export, and the whole system is a standard Postgres database you can have a copy of. We'd rather earn the renewal.

Or just talk to us

Tell us a little about your business. We're talking to shops now about what they need — and the ones we talk to help shape what ships.