Pool Runs

Contracts and e-signature

Pool service contracts, signed. E-signature by email or at the pool.

Turn the agreement you already use into a template once. Email the signing link, or hand the customer a phone at the pool. When it's signed, the finished PDF goes to the customer and stays on their record.

See DemoWhat goes in a pool service contract
Your PDF or oursUpload your contract or start from a template.
Email, text or in personSigned on the customer's phone or the tech's.
Signed copy on fileWith a certificate of every step.

Included in the core plan, from $45/month with 50 properties included.

Templates

Bring the contract you already use. Or start from one of ours.

Upload the PDF you hand customers today and place fields on it, or write the agreement in the template editor. You build it once, and every customer after that gets the same terms.

Starter agreements

  • Service agreementResidential weekly service agreementVisits, chemicals, rate and cancellation.
  • EstimateRepair estimate acceptanceAuthorize a repair at a quoted price with a signature.
  • WaiverLiability waiverRelease of liability for equipment or chemical work on the property.

Fills in when you send

Customer nameProperty addressCompany nameSign-by dateMonthly rateStart date

Dashed tags are your own variables, filled in for each customer.

Five field typesSignature, initials, date signed, text and checkbox.
Prefilled at sendOn an uploaded PDF, text fields can carry the customer's name, address or rate, read-only for the signer.
Guided signingStart, Next and Finish walk the customer through each required field.
Duplicate a templateMake the repair or commercial version from one you already trust.

Sending and tracking

Send it once. Stop chasing signatures.

Every document shows where it stands, from sent to viewed to signed, with a history of each step. Unsigned ones get reminders on a schedule and expire when their sign-by date passes.

Every document, and where it stands.

Draft, sent, viewed, needs countersign, completed, declined, expired or voided, with a history of every event on each one.

A link by email or text.

Customers sign on a phone or computer, with nothing to install and no account to make. Texting the link needs texting on your account, which comes with the Communications add-on.

Reminders on a schedule.

Every 3 days, up to 3 times, unless you change it. Send one yourself any time. Anything unsigned past its date is marked expired.

Your signature, if you need it.

Countersign each document yourself, have your saved company signature added automatically, or leave it off.

A no comes with a reason.

Customers can decline instead of signing and leave a note, and the office is alerted.

A clean backyard pool with blue tile and steps on a sunny afternoon
Henderson residence · first visit

At the pool

Sign at the pool on the tech's phone.

When the customer is standing right there, the tech opens the sent document in the Pool Runs app, taps Collect signature in person and hands over the phone. The customer gets the same consent step and guided fields as the emailed link.

  • Draw it or type itA drawn signature, or a typed one adopted with a tap
  • Sign or declineThe same choices as the emailed link
  • A 20-minute sessionThe in-person link closes on its own
  • Set by permissionOnly staff you allow can collect signatures

Signed once. Filed where you'll look for it.

EmailEmailed to the customerThe executed PDF goes out once every signature is in, with a certificate of completion at the end.
RecordOn the customer's recordIn the office and in the mobile app, with the rest of the account.
PortalIn the customer portalIf you use the portal, customers find their documents there, including any still waiting on a signature.
Questions

Before you send the first agreement.

The last page of every executed PDF: who signed, when, from which device and address, and every step in between.

Is e-signature included in the Pool Runs core plan?

Yes. Documents and e-signature are part of the core plan, from $45/month with 50 properties included, and the plan covers everyone on your team. There is no per-document or per-signature fee. Texting a signing link needs texting on your account, which comes with the Communications add-on.

Can I use the contract I already have?

Yes. Upload your PDF and place signature, initials, date-signed, text and checkbox fields on it, or write the agreement in the template editor. If you'd rather not start from a blank page, there are starter agreements for weekly service, repair estimates and liability waivers.

Can a customer sign in person on my technician's phone?

Yes. Once the document has been sent, the technician opens it in the Pool Runs mobile app, taps Collect signature in person and hands over the phone. The customer gets the same consent step, guided fields and signature options as the emailed link, and can sign or decline. The in-person session expires after 20 minutes.

What happens after a document is signed?

If your countersignature is needed, the document waits for you, or your saved company signature is added automatically. Once it's complete, Pool Runs produces the executed PDF with a certificate of completion, emails it to the customer and keeps it on the customer's record.

Does Pool Runs send signing reminders?

Yes. Scheduled reminders go out every 3 days, up to 3 times, unless you change the schedule, and you can send one yourself from the document. Documents that pass their sign-by date unsigned are marked expired.

What should a pool service contract include?

At minimum: the scope of service and visit frequency, how chemicals are billed, gate and access terms, repair authorization limits, payment terms and how either side can cancel. Our guide to what belongs in a pool service contract walks through each clause.

Signed agreements sit next to the rest of the account
CustomersCustomer managementService history, equipment, gate codes and access notes on every property.See customer management
BillingInvoicing and paymentsQuotes with e-signatures, invoices from completed work, and card or ACH payments.See invoicing
Field appMobile appThe route, checklists, readings and photos on every tech's phone.See the mobile app
AutomationWorkflowsStart a follow-up when a document is signed or declined, with the Engage add-on.See workflows

Get started

Get the agreement signed before the first visit.

See DemoSee pricing

Documents and e-signature are in the core plan, from $45/month with 50 properties included.