AI assistant for weekly pool service and invoices

Weekly service is a loop. A dead pump is a different job, with a part and a price. Doing Work keeps the loop and the repair on the same customer, and you run both from ChatGPT, Claude, or Grok at https://doingwork.work/mcp. Quote or invoice lines the assistant drafted stay unsent until a person whose role may send them sends them. The owner can always send quotes, invoices and visit recaps. Office can send them for any job, a lead for jobs on their crew, and field for jobs assigned to them, until the owner turns that send off.

The same stop, every week

Book the route as repeating visits, weekly, up to 104 now. Put the tech on them. If that tech is off, you get a warning and you move the visit. The customer can see their visits in the hub and ask to move one. You answer that request. You do not get a suggested driving order from Doing Work. If Thursday is backwards, your assistant reorders it with a maps tool and writes the new times back.

Chemical readings belong in a note on the visit. The customer does not see notes. A filter clean that is not weekly is a service due date with a repeat you set in months. The reminder email is off until you turn it on. A billed plan, if you sell one, is a term of 1 to 60 months, and it can say how many visits the term includes. The assistant drafts the price. The assistant only proposes that price. The owner or office confirms it. An owner or office person sets the price immediately.

The pump that failed on a Wednesday

That is a quote, not a change to the weekly price. Photo the label. The assistant records what it can read, and you save the equipment on the property so the next tech is not guessing the model. The motor, if you order it, is a purchase order on this repair job. It hits cost when you receive it. There is no shelf location in the software. The weekly visits keep going on their own calendar while the repair is open.

Invoice the repair from the signed quote. The weekly service can be its own invoice, or a plan that makes the next invoice when the term ends. Card and bank go to your Stripe account. A customer with a saved card is charged only if you turned autopay on for them.

Paste after you connect

• "Book this pool every Wednesday at 10 for the next 52 weeks, with Alex on it. Warn me about time off."
• "Add a note on today's visit with the readings I just dictated. Do not email the customer."
• "Photo the pump label, save the model and serial on the equipment, and draft a replacement quote. Hold it."
• "Reorder Thursday's pools using the map tool I already use, and save the new times."

The last line only works if you have a maps tool. Doing Work will not invent the order. Quickstart connects the assistant. /ai/ says which ones we have checked.

Price

The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription. Pricing. Jobber, Housecall Pro, and no monthly fee.

Questions owners ask

Pool companies ask about the weekly loop and the repair that shows up in the middle of it.

What AI assistant can handle weekly pool service and the invoices?

Doing Work, once your assistant is connected. Book the weekly stop as a repeating visit. Draft a repair as its own quote. Quote or invoice lines the assistant drafted stay unsent until a person whose role may send them sends them. The owner can always send quotes, invoices and visit recaps. Office can send them for any job, a lead for jobs on their crew, and field for jobs assigned to them, until the owner turns that send off. The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription.

Can I store chlorine readings where the customer will not see them?

Yes. Notes are internal. They never go to the customer. A recap email is a separate draft, sent only after a person whose role may send the recap says to send it. Do not put a private reading in the recap unless you mean the customer to read it.

How far out can I book the weekly stops?

Up to 104 visits at a time, daily, weekly, or monthly, including every second or third. A year of weekly stops fits. Overlaps and days off come back as warnings.

Will it route my pools for me?

No. It keeps the times you booked. Your assistant can reorder a day with a maps tool you choose and save that order. Doing Work does not compute the drive.

Where do the pump and the filter serial numbers go?

On equipment at the property: kind, make, model, serial, install date, warranty. A photo of the plate can carry the same text in the summary, which you can search later.