Can I include chemical or equipment notes?

Job records can include notes, photos, attachments, and service context that helps support invoice details.

Does Sophiie sync invoices with Xero?

Yes. Xero sync is part of Sophiie's invoicing workflow when connected.

Can Sophiie send overdue invoice reminders?

Yes. You can set automated payment reminders to follow up unpaid pool service invoices.

Pool Care

Pool service invoice software for route billing

Job-connected invoicing for maintenance, repairs, and parts

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Maintenance visit invoices

Create invoices for routine service, chemical balancing, cleaning, filter work, and regular maintenance.

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Parts and repair billing

Include pump repairs, chlorinator work, replacement parts, and approved extras as invoice line items.

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Professional invoice settings

Set logo, brand colour, GST, payment terms, invoice numbers, and default notes.

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Xero sync

Push invoices to Xero and keep payment status visible in Sophiie where connected.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Overdue reminders

Automate payment follow-up so route billing does not depend on manual chasing.

Australian tradesperson crouching by a glass door using a phone on speaker

How it works

Set up Sophiie once, then let the work flow

Configure invoice settings
Set payment terms, GST, branding, numbering, footer notes, and Xero connection options.
Complete the service record
Add notes, parts, photos, and job status after the pool visit or repair.
Create and send the invoice
Build the invoice in Sophiie, review it, send it to the customer, and sync with Xero if connected.
Follow up payment
Track payment status and let scheduled reminders prompt overdue customers.

Pool invoices need to match the visit

Pool service billing can be repetitive, but it still needs detail. A standard clean may become a repair visit if equipment fails. A green pool recovery may need extra labour and chemicals. Sophiie keeps the job notes and invoice workflow close together so billing reflects what was done.

The invoice can be created from the customer and job context rather than from a paper route sheet at the end of the week.

Bill maintenance and repairs cleanly

Sophiie supports professional invoice creation with line items, GST, payment terms, invoice numbering, branding, and footer notes. Xero sync reduces duplicate entry for businesses already using Xero.

For service routes, this helps keep routine billing current. For repairs, it helps capture approved work and parts while the details are still available.

Follow-up that protects cash flow

Unpaid invoices can quietly accumulate when the owner is focused on the next route. Sophiie can track payment status and send reminders based on your settings.

That makes invoice follow-up part of the normal workflow rather than a separate job that only happens when cash gets tight.

Services & features