# CRM for pool and spa firms: service, renewals | Corex360

> Corex360 for pool and spa firms: handover photos, the maintenance contract, service tasks, and WhatsApp fault messages all sit on one customer card.

Source: https://www.corex360.com/en/industries/pool-and-spa
Last updated: 2026-09-28

---

[Home](https://www.corex360.com/en) [Industries](https://www.corex360.com/en/industries) Pool and spa

Industry · Pool and spa

# CRM for pool and spa firms, with service that stays on record after handover.

Corex360 is a business application that brings a pool and spa firm's CRM (customer relationship management) and service tracking together on one customer card. Handover photos sit inside that record in Corex Drive, and the maintenance contract sits in the Contracts tab. The contract's start and end dates sit on the contract card, and the business intelligence core reads the records. When a pump fault arrives on WhatsApp, the conversation is assigned an owner and stays on the customer's card, not on a salesperson's phone.

[Request a demo](https://www.corex360.com/en/contact?konu=logistics#form)See the flow

![A freshly tiled pool edge on a villa site, marble samples and a hard hat] Illustrative image

The first Monday in April · illustrative

## At a pool firm, this is how spring begins.

The first Monday in April. The owner of a villa in Bodrum calls from Istanbul to ask when the pool will be opened. A hotel's technical manager sends a short WhatsApp video of the noise the circulation pump is making. At a spa installed last summer, the steam room door will not close again. On a new villa pool, the tiling crew is on site.

The office checks a notebook to see who to call this week; a customer missing from it waits until they remind the firm themselves. The technician learns the filter model only on arrival at the villa, and if the right cartridge is not in the van, makes the trip twice. Nobody can say at a glance which of last year's maintenance contracts come up for renewal this spring.

On the Corex360 CRM ([customer relationship management](https://www.corex360.com/en/blog/what-is-crm)) screen the same week reads differently. The plant room photo taken on handover day is in the customer's record in Corex Drive. Maintenance agreements that run out this spring can be read in the customer's Contracts tab, each with its end day, and the pump video waits in Messaging, assigned to its owner. The business intelligence side reads the same records: the core notices the risk and opens a task, and X AI reports every morning.

![A service van parked in front of the office at dusk, the field lead walking in] Illustrative image

Workflow

## How does a pool job move from tiling to the season close?

The table sets out the stages of a pool job from construction to service, where each most often breaks today, and which Corex360 record holds it. The last column links to the page that covers that stage in detail. The stages run from survey and quote to construction and tiling, from handover to the maintenance contract, and from the season visit to the fault report.

Pool and spa job stages and Corex360 records
| Stage | In most firms today | In Corex360 | Read more |
|---|---|---|---|
| Survey and quote | Survey photos stay in the salesperson's gallery and get hunted for when the quote is written. | Survey photos are added to the customer's record in Corex Drive; the pool build quote is in the Quotes tab and the signed build contract in the Contracts tab of that customer's card. | [Quote follow-up](https://www.corex360.com/en/blog/quote-follow-up) |
| Construction and tiling | Each crew talks in its own WhatsApp group; head office learns which step is done by asking. | The pool build is followed as a project, opened from the customer card; the job sits on the customer's record, not in the crew group chat. | [Field and operations](https://www.corex360.com/en/solutions/field-operations) |
| Handover | The plant room layout stays in the memory of the technician who did the handover. | Plant room, valve, and panel photos are kept in that customer's record in Corex Drive; sharing uses a time-limited link that can be revoked. | [Document management](https://www.corex360.com/en/blog/what-is-document-management) |
| Maintenance contract | Which contracts end this spring is only clear once the files are opened one by one. | The contract sits in the customer card's Contracts tab; its start and end dates are written on the contract card. | [Contract management](https://www.corex360.com/en/glossary#sozlesme-yonetimi) |
| Seasonal visit | Opening and closing visits are lined up in the order customers happen to call. | Each season visit is a task in the Tasks tab of the customer card; if the visit rule slips, X AI notices and opens a task. | [From booking to work order](https://www.corex360.com/en/blog/service-business-software) |
| Fault report | The video lands on the salesperson's personal phone, and service hears about it second-hand. | WhatsApp, Instagram, and web chat come together in one Messaging inbox; the conversation is assigned an owner and stays on the customer card. | [Unify your channels](https://www.corex360.com/en/solutions/unify-channels) |
| Remote project | The local crew servicing a pool in another city describes the visit to head office by phone. | Photos and report files sent by the local crew are added to the customer's record in Corex Drive. | [Field service management](https://www.corex360.com/en/blog/field-service-management) |

Real screen

## After handover, the card is the service file.

The screen is the same Corex360 customer card in every industry; for a pool firm the difference is what fills the tabs. Contracts holds the maintenance contract, Files and Drive hold the handover photos, and Tasks holds the seasonal visits. The hotel staff who report a fault, approve a part, and sign the invoice each get their own entry in the Contacts tab; a message, call, or email is tied to whoever it came from, and the date of the last contact is clear.

- Contacts
- Tasks
- Contracts
- Files
- Drive

![Corex360 customer card and its tabs; personal data blurred] Real screen · Customer card

Follow-up

## How is seasonal work followed up?

[Corex360's assistant X AI](https://www.corex360.com/en/x-ai) follows rule-bound work; when something slips it opens a task and assigns it. It stops at money and contract decisions and asks you. For example, if the season opening is near and no visit task is open, a task opens and is assigned; if a maintenance quote gets no reply, a reminder goes out; a pump video sent on WhatsApp is assigned to an owner too.

-

**What happened**
The season opening is near

**What is missing**
No visit task has been opened

**In Corex360**
X AI follows the visit rule and opens a task for its owner

-

**What happened**
A maintenance quote was sent

**What is missing**
No reply from the customer

**In Corex360**
X AI reminds you; the message to the customer is a draft and goes out only with your approval

-

**What happened**
A pump video arrives on WhatsApp

**What is missing**
It is unclear who owns the conversation

**In Corex360**
The conversation is assigned an owner, who finds it under the Assigned to me filter

The trade's vocabulary

## Which words does the pool trade use?

At a pool and spa firm, handover reports and maintenance contracts are written in these words: plant room, season opening, season closing, dosing system, water balance, and maintenance contract. When the technician, the salesperson and the customer use the same word, the service note and the maintenance contract describe the same job. General terms such as contract and work order are in the [Corex360 glossary](https://www.corex360.com/en/glossary).

**Plant room**
The technical room housing the pump, filter, heater, and dosing equipment; on a service call, it is the first photo the technician opens.

**Season opening**
The visit that brings a pool back into use after winter: cleaning, an equipment check, and getting the water ready.

**Season closing**
The visit that prepares a pool for the cold months: draining pipes and valves, protecting the equipment, and covering the pool.

**Dosing system**
Equipment that feeds chlorine and pH adjuster into the water in set amounts.

**Water balance**
Adjusting pH, disinfectant, and similar values together; the reading taken on a visit is noted in the service report.

**Maintenance contract**
The contract setting out service scope, visit frequency, seasonal work, and the renewal date. The general logic is in the [glossary](https://www.corex360.com/en/glossary#sozlesme-yonetimi).

Limits

## What does Corex360 do at a pool firm, and what is decided with you?

At a pool firm, Corex360 brings the quote, maintenance contract, handover photos, and service tasks together on one customer card; it flags unanswered quotes and keeps contract dates on the contract card. It does not monitor pool equipment remotely. The photos taken at handover, how consumable and chemical orders are handled, the technician's mobile screens, and the hosting choice depend on how your firm works and are decided with you.

### What Corex360 does in this industry

- Brings the quote, maintenance contract, handover photos, and service tasks together on one customer card.

- Reminds you about unanswered quotes and keeps each contract's start and end dates on its contract card; every message to a customer goes out with your approval.

- Does not monitor pool equipment remotely; the technician's readings go into the service note.

### Topics for the demo

- Which photos are taken at handover; the crew goes on site with that list.

- How consumable and chemical orders are handled; ordering and stock are outside the scope described for a pool firm.

- The screens the technician uses in the mobile app; plant rooms with a weak signal.

- How project steps are followed from tiling to handover.

- How maintenance contract renewals are followed.

- Access to Corex360 for a local crew in another city.

- Hosting: Corex360 Cloud or [your own server](https://www.corex360.com/en/solutions/on-your-own-server); the choice is written into the agreement.

## See it with your own handover report.

Bring a handover report and a maintenance contract you already use; the demo is set up around them, with your channels and your questions.

[Request a demo](https://www.corex360.com/en/contact?konu=logistics#form)[WhatsApp](https://wa.me/905321323288)

Related pages

## Where else is pool and spa work explained on other pages?

The after-sales side of pool and spa work has its own blog post, and the day in the field is on the field and operations role page. Managing a service crew and the rule engine are covered in two separate posts; the inbox where fault messages gather and Corex Drive, where handover photos sit, are explained on their own pages.

- [Blog After-sales service at pool and spa firms](https://www.corex360.com/en/blog/pool-spa-service-tracking)
- [Role Field and operations: from pool tiling to the service van](https://www.corex360.com/en/solutions/field-operations)
- [Blog How to run a field service crew](https://www.corex360.com/en/blog/field-service-management)
- [Blog What a rule engine is](https://www.corex360.com/en/blog/what-is-a-rule-engine)
- [Need Bring your channels into one inbox](https://www.corex360.com/en/solutions/unify-channels)
- [Module Corex Drive: files tied to the record](https://www.corex360.com/en/modules/corex-drive)

FAQ

## What pool and spa firms ask before deciding.

### What is a CRM for pool and spa firms?

For pool and spa firms, a CRM is software that keeps a customer's site survey, quote, installation job, and years of maintenance visits on the same customer record. In this trade the sale happens once and the relationship runs season after season: chemical dosing, a pump fault, the winter close-down. A good CRM gathers that history where the technician and the salesperson read it from the same screen.

### How do pool and spa firms use Corex360?

Survey photos and measurements go into the Files tab of the customer card, the quote into the Quotes tab, and the maintenance contract into the Contracts tab; service visits open in the Tasks tab. A fault message arriving on WhatsApp lands in the inbox of the Messaging window and is assigned an owner. Corex360 also has an iOS and Android app.

### How should pool and spa firms choose a CRM?

Start with the season: can the software produce the list of customers to visit at the spring opening and the winter close-down? Then check whether sales and service see the same record; if the quote lives in one program and maintenance in another notebook, the problem stays. In the demo, try with one of your own customers whether a technician can add photos on site, whether a WhatsApp video links to the card, and where the data is stored.

### Does a pool firm need separate service tracking software, or a CRM?

When the two live in separate programs, what sales knows and what service knows drift apart: the quote sits in one place, the maintenance visit in another. In Corex360 a pool customer's contacts, opportunity, quote, and contract are one record; the handover photo is in Drive and the service visit in the Tasks tab of the same card. Whoever picks up a pump complaint also reads, on the same screen, which quote that pool was sold on.

### How do we see which maintenance contracts end this spring?

Contracts sit in the Contracts tab of the customer card, and active contracts show in their own box on the Overview. When an agreement begins and when it runs out shows on its own record; villas and hotels are followed on the same card, and the dates stay on record even if the person following the contract changes.

### Who sees it when a pump noise arrives as a WhatsApp video?

WhatsApp, Instagram, and web chat come together in one inbox in the Messaging window. The conversation is assigned an owner, who finds it under the Assigned to me filter. If the chat turns into a service job, it is converted into an opportunity and carries its number. How the channels come together is on the [Unify your channels](https://www.corex360.com/en/solutions/unify-channels) page.

### Can we track the warranty period of the equipment we install?

Yes. Corex360 tracks product warranty periods. Handover photos and documents are kept in the customer's record in Corex Drive.

### Can a hotel or site management see the status of the job themselves?

Yes. A customer who signs up gets a customer portal, where they see their project, quotes, and conversations and open support tickets. Interim reports are sent to the customer during the project.

### Can we try Corex360 before buying?

There is no free trial; Corex360 cannot be tried without setup. You see the product in a live online demo presentation, with one of your own pool customers as the example.

### How does Corex360 know the pool business?

Corex360 is Savaş Grup's technology company; the group grew in construction, architecture, and pools. Corex360 was built to fix scattered records in the group's own companies and was used in the group's operations first. The group's story is on the [About](https://www.corex360.com/en/about) page.

Other industries

## Working in another industry?

Corex360 industry pages show how the same customer card fills up in different trades: pool and spa, architecture practice, construction, showroom and store, technical service and maintenance, manufacturer and dealer network. Each page gives that trade's stages, where work most often breaks, the follow-up rules and the trade's own terms in the same order; the core is the same in every industry.

[Architecture practices In a CRM for architects, what a revision rests on stays on the job record. Proposal, stage, revision, and approval on one job record; zoning data next to the proposal. Open the page](https://www.corex360.com/en/industries/architecture)[Construction In a construction CRM, from site survey to final acceptance, the job runs on one record. Survey, quote, contract, site files, and progress payment documents on one customer record. Open the page](https://www.corex360.com/en/industries/construction)[Showrooms and stores With a showroom CRM, the customer leaves the store, not the record. The visitor becomes a card on the day; estimate note, quote, and fitting project on one record. Open the page](https://www.corex360.com/en/industries/showroom-retail)[Field service and maintenance In a field service CRM, booking, report, invoice: the chain stays on one card. Booking, visit task, and service photos on one customer record. Open the page](https://www.corex360.com/en/industries/field-service)[Manufacturers and dealer networks In dealer management software, the lead gets an owner, head office keeps track of it. Leads, quotes, and contracts shared with dealers on one record; every lead has an owner. Open the page](https://www.corex360.com/en/industries/dealer-networks)