The Back Office Your Pool Company Is Missing
Construction projects, weekly maintenance routes, and renovation jobs. Each tracked separately with seasonal cash flow forecasting.
You Know Your Trade. You Shouldn't Have to Know Accounting Too.
Pool and spa companies typically run three businesses at once: new construction, weekly maintenance, and renovation/repair. Construction projects are high-ticket and margin-rich but seasonal. Maintenance routes are steady but operationally complex. Renovation work falls somewhere in between. Most pool company books don't distinguish between any of these.
We separate your revenue streams, track job-level costs on construction and renovation projects, analyze route profitability on maintenance, and forecast cash flow around the seasonal patterns of pool ownership.
What Your Back Office Looks Like with Jobcard
Monthly Financial Reporting
P&L, balance sheet, and cash flow delivered through our automated monthly close. Not a QBO printout. A narrative that explains what happened, why, and what to do next.
Job-Level Profitability
Every job tracked with actual costs: materials, direct labor, subs, equipment. You see which jobs made money and which didn't.
Cash Flow Forecasting
A rolling forecast that accounts for your seasonal patterns and actual receivables. 90 days of visibility, updated monthly.
Benchmarking
Your margins, overhead, and productivity benchmarked against other Pool & Spa contractors in your revenue range.
Overhead Rate Analysis
Your true overhead rate calculated and updated quarterly. The number that should drive every bid.
WIP Schedule
Open jobs tracked with costs-to-date, estimated costs to complete, and projected margin. No surprises at closeout.
AR/AP Management
Aging reports with follow-up flags. Know who owes you, how long, and exactly where your cash is tied up.
CPA-Ready Books
Clean financials delivered to your CPA monthly. We coordinate directly so nothing falls through the cracks.
Built for How Pool & Spa Companies Actually Work
Construction vs. Maintenance vs. Renovation
Three distinct businesses under one roof. We break your financials by division so you can see where your profit is actually coming from.
Chemical and Supply Inventory
Chemicals, parts, and equipment for maintenance routes are recurring costs that need to be tracked against route revenue. We manage the financial side so you can see true route margins.
Seasonal Revenue Cycles
Pool season has a hard start and stop in most markets. We forecast cash flow around your seasonal ramp-up and wind-down so you can plan equipment purchases and staffing accordingly.
From Chaos to Clarity in 30 Days
Assessment
Take our free assessment. Five minutes. We score your back office across 5 dimensions and benchmark you against other Pool & Spa contractors.
Onboarding
We connect to your QuickBooks, map your chart of accounts, and set up Pool & Spa-specific reporting. Onboarding takes 2-3 weeks.
Monthly Close
Every month, we process transactions, allocate costs to jobs, reconcile accounts, and deliver your complete financial package through our automated monthly close.
Insights
A monthly report you can read in 5 minutes: where your money went, which jobs performed, cash outlook for the next 90 days, and what to do about it.
Every Pool & Spa contractor on Jobcard gets benchmarked against others in the same trade and revenue band. You'll see where your gross margins rank, whether your overhead rate is competitive, and which metrics are pulling you ahead or holding you back.
See where you rankCommon questions
Find Out Where Your Pool & Spa Business Stands
Free assessment. Five minutes. Benchmarked against pool & spa contractors in your revenue range.
Take the Free Assessment