Clear water on the route. Clear books in the office.

VERA plans the weekly route, bills the month, quotes equipment repairs your techs spot, fills the opening and closing calendar, and answers new customers with a price. You approve every message and invoice.

Start free trialSee how it works

No credit card required · You approve every action · Works with your existing software

pool-service/dashboardlive
Today, for pool service companies
everything waiting on you, in one place
2 to approve
Waiting on your approval
6
Drafted and ready
16
In play right now
$11,445
Needs your attention
Route
Tech note · heater not firing
Approved and sent
Approved
Route
Morning Briefing
Today's priorities
Review
Repairs
Variable-speed pump replacement
Quote opened, no reply in 4 days
$1,480Review
+3 more waiting
Recently
just nowApproved: Tech note · heater not firing
6:45 AMRoute briefing
7:15 AMClear the approvals
Throughout the routeNotes become work
5:00 PMTrucks back
Nothing reaches a customer without your approval.

Where pool routes leak money.

The service is weekly and predictable. The office side usually is not.

Repairs spotted, never quoted

A tech notices a cracked lid or a noisy motor and it ends up in a notebook. VERA turns the note into a quote and a message to the owner.

Month-end billing marathons

Dozens of accounts, each with its own extras. VERA drafts every invoice from the completed visits and logged add-ons.

Openings and closings by memory

Every spring and fall you rebuild the same list. VERA knows who you closed and drafts the opening offer.

Green pool calls that go elsewhere

A homeowner with a swamp in the yard calls three companies. VERA drafts a reply with your recovery price and the first open slot.

Chasing small monthly balances

A few unpaid months across many accounts is real money. VERA lists them and drafts reminders, and offers autopay.

Calls from the deep end

Your hands are wet most of the day. Vera, the AI receptionist, answers the business number, books visits, and takes messages.

Every week, every pool, handled from one place.

VERA keeps the route and the money moving together. You approve what reaches a customer.

pool-service/route01 · Route
This week on the route
VERA drafted these, you decide
ready
RouteTech note · heater not firing
Logged on Tuesday's route · customer not told yet
  • Draft a heads-up to the owner
  • Draft a repair quote
  • Book a diagnostic visit
RouteMorning Briefing
Today's priorities
  • 2 repair quotes waiting on a reply
  • 1 green-pool request
  • 22 openings not booked
  • 5 accounts past due
Approve allor open any one of them and change it first

Tell VERA what you need. What comes back is a finished document, not a blank form.

6 documents pool service companies actually send, set up with your business details, your pricing, and your branding.

pool-service/documents6 templates
Documents
the paperwork pool service companies actually send
ready
The pump on the Willow Court pool is dead. Quote a replacement.
Quote · 2 optionsAwaiting approval

VERA drafts a quote with the variable-speed pump, plumbing fittings, and labor from your price list, plus a repair option for comparison, held for your review.

Review and sendnothing leaves until you say so
In your library
Weekly Service Agreement
Agreement
Equipment Repair Quote
Estimate
Green-to-Clean Estimate
Estimate
Opening & Closing Quote
Estimate
Visit Report
Report
+1 more

Offers · 22 drafted

“Who hasn't booked a spring opening yet?”

Every customer you closed last fall who is not on the opening calendar, each with a text offering two dates, queued for approval.

Invoices · 48 drafted

“Bill the route for October.”

One invoice per account from the month's completed visits, with extra chemicals and filter cleans added where the techs logged them.

Reply · estimate attached

“A new customer sent a photo of a green pool.”

A reply with your green-to-clean price, the number of return visits it usually takes, and the first two open slots, drafted for you to send.

VERA can work. You still control what leaves the business.

The same gate applies to every pool service companie workflow on this page.

  1. 01VERA prepares

    Drafts the quote, the follow-up, the invoice, the schedule change.

  2. 02You review

    See the numbers, the wording, and exactly who it goes to.

  3. 03Approval

    Approve, edit, or decline. Let the routine ones run on your rules.

  4. 04Customer

    Only approved work ever leaves the business.

Nothing runs without your approval

Every action is a proposal first.

No surprise charges
Start with no card. If you add one for a longer trial, cancel before it ends and you pay nothing.
No lock-in
Export your data, disconnect any tool, any time.
Encrypted and private
TLS in transit, tokens encrypted at rest, never sold.

VERA for Pool Service Companies, in plain terms.

The questions people ask before they sign up, answered without the sales pitch.

01

What is VERA?

VERA is an AI business operations assistant for pool service companies. It prepares quotes, invoices, follow-ups, scheduling changes, marketing content, customer messages and reports using the tools your business already uses. VERA works approval-first: it drafts the work and shows it to you, and nothing is sent, posted, booked or charged until you approve it.

02

Who is VERA for?

VERA is built for owner-operated and small-team businesses that run on jobs, quotes and invoices, and for the person in that business who does the office work after hours. It ships tailored setups for trades and home services, professional services, agencies, property and real estate, retail, hospitality, healthcare and auto repair.

03

How does VERA work?

VERA follows four steps: propose, approve, execute, log. You describe what you need in plain English, or VERA spots the work itself from your jobs and messages. It drafts the result and puts it in an approval queue. You approve, edit or reject it. Only then does VERA send it, and it records what it did.

04

Will VERA contact my customers without my permission?

No. Every message, quote, invoice, post and reminder that leaves your business waits in an approval queue until you approve it. You can turn on automatic sending for specific routine tasks, but only under rules you set yourself, and the default for everything is off. Every action VERA takes is written to an activity log you can read.

05

What software does VERA work with?

VERA connects to the accounting, calendar, payment, messaging, review and social tools most small businesses already run, including QuickBooks, Google Calendar, Gmail, Outlook, Stripe, Square, Instagram, Facebook and Mailchimp. You connect a tool by signing in to it, not by pasting API keys, and you can disconnect any of them at any time.

06

How much does VERA cost?

VERA has a free tier and four paid plans: Starter at $49 a month, Pro at $99 a month, Business at $199 a month and Agency at $399 a month. Every plan carries a month of AI work, connected integrations, scheduled tasks and team seats, and they differ by how much of each. The cheapest paid plan is Starter at $49 a month, and annual billing costs less than monthly.

07

What does VERA not do?

VERA does not act on your behalf without approval, and it does not replace your accountant, your lawyer or your licensed trades work. It does not file your taxes, sign contracts for you, or make decisions about hiring or firing. It is a web application only, with no desktop install, and it is sold in the United States.

Fits the stack pool pros already use.

Connect field-service, accounting, payment, and calendar tools so VERA works from your real accounts and visits.

Start free trial
JobberServiceM8StripeGoogle CalendarInstagramCalendlyMailchimpPayPalClover POSJobNimbusFieldPulse
Housecall ProQuickBooks OnlineSquareGoogle Business ProfileFacebookGoogle AdsYouTubeAuthorize.netServiceTitanService FusionTradify

Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.

Browse all 160 integrations

One application for almost everything the business runs on.

Quoting, jobs, invoicing, customers, scheduling and marketing in one place, sharing the same data. No stack of six tools that do not talk to each other, and no re-typing the same job into three of them.

Sales

  • Leads and pipeline
  • Estimates and proposals
  • Customers and CRM
  • Jobs

Money

  • Invoices and payments
  • Expenses
  • Mileage
  • Financials

Work

  • Scheduling and calendar
  • Tasks
  • Team
  • Files and knowledge

Growth

  • Content and social
  • Reports

Missing something? We are proud to build it.

If a feature is missing and it would help a large part of our customer base, we add it. Tell us what you are stuck doing somewhere else and it goes on the roadmap. The requests that would help the most businesses get built first, and they ship to everyone on your plan at no extra cost.

Request a featureSee what shipped recently

Is VERA the right call for you?

Including the cases where the answer is no. Those are the ones worth reading.

01

Is VERA right for my business?

VERA fits best when the office work is the bottleneck: quotes going out late, follow-ups not happening, invoices sitting unpaid, and nobody on payroll to chase them. It suits pool service companies with one to about twenty-five people. If your admin is already fully covered by staff you trust, VERA has less to add.

02

How is VERA different from a general AI assistant like ChatGPT?

A general assistant writes text in a chat window and then you copy it somewhere. VERA is connected to your business: it reads your real jobs, customers, quotes and invoices, produces work inside those records, and can send it once you approve. It also keeps an approval queue and an activity log, which a chat window has no concept of.

03

How is VERA different from hiring a virtual assistant?

A virtual assistant is a person you hire, train, schedule and pay by the hour, typically several hundred to a few thousand dollars a month. VERA is software starting at $49 a month that works instantly, at any hour, and never needs handover notes. A person handles judgement and phone calls better; VERA handles volume and consistency better.

04

Is VERA safe to use with customer data?

Connector credentials are encrypted at rest, traffic is served over HTTPS, and you can disconnect any integration at any time to revoke access. VERA reads only what you connect and only writes what you approve. You can export your data and delete your account. The published security page states plainly what is in place and what is not yet.

05

Can I try VERA before paying?

Yes. There is a free tier that runs with no payment details, and a 7-day trial of the Business feature set. VERA also ships demo data for every connector, so you can watch it draft a quote, an invoice and a follow-up before connecting a single account. You can cancel at any time and export your data on the way out.

Longer side-by-side write-ups: VERA compared with hiring an office administrator, VERA compared with a virtual assistant service, VERA compared with a general AI chatbot, and every VERA comparison. Plan detail and current prices are on the VERA pricing page.

Plans that scale with your route count.

Every plan starts with a free trial. These are VERA's standard plans; pick the one that fits the size of your route book.

Starter

For the owner running one route

Pro

For pool companies with a few techs

Business

For pool service operations with routes, repairs, and an office

Agency

For operators running several pool service companies

Starter

For solo business owners testing VERA

$49/mo

Billed monthly · cancel anytime

Draft and approve everyday work in one place.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
Just you
Connected integrations
5 accounts
Automation
Manual approval
Most owners pick this one

Pro

For active small businesses

$99/mo

Billed monthly · cancel anytime

Run recurring campaigns and lead workflows on autopilot, with approval.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
3 included, add more
Connected integrations
15 accounts
Automation
Auto-pilot + guardrails

Business

For growing operations running more than one business

$199/mo

Billed monthly · cancel anytime

Run a few businesses and a bigger crew with roles and permissions.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
10 included, unlimited extra
Connected integrations
50 accounts
Automation
Advanced + roles

Agency

For agencies and operators running a portfolio

$399/mo

Billed monthly · cancel anytime

Every business you run, one approval queue, no monthly cap on automatic work.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
25 included, unlimited extra
Connected integrations
Unlimited
Automation
Uncapped + roles

Starter

Team seats included
1 (you)
Businesses under one account
1
Scheduled or automated tasks
25 / mo
Approval workflow
Manual approval
Social, email & reply drafting
Research + proposal drafts
Basic
Content calendar + scheduling
–
Recurring workflows & auto-pilot rules
–
Extra seats beyond the included ones
–
Reusable workflow templates
–
Approval roles & team permissions
–
Task history
30 days
Support
Standard

Pro

Team seats included
3
Businesses under one account
1
Scheduled or automated tasks
150 / mo
Approval workflow
Advanced + auto-pilot rules
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Up to 10
Reusable workflow templates
–
Approval roles & team permissions
–
Task history
6 months
Support
Priority

Business

Team seats included
10
Businesses under one account
3
Scheduled or automated tasks
1,500 / mo
Approval workflow
Advanced + roles
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Unlimited
Reusable workflow templates
Approval roles & team permissions
Task history
12 months
Support
Priority

Agency

Team seats included
25
Businesses under one account
10
Scheduled or automated tasks
No monthly cap
Approval workflow
One queue, every business
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Unlimited
Reusable workflow templates
Approval roles & team permissions
Task history
12 months
Support
Priority

Start free for 7 days. Upgrade any time to unlock your plan’s full allowance, automations, integrations, and team features. No commitment during your trial. What a plan covers

Free plan
Where an account lands if the trial ends without a plan: 3 approved actions every 30 days, one connected integration, nothing deleted.

What a plan covers

Every plan carries a month of AI work. Everything you do with your own records is unmetered, so the only thing a heavy month can slow down is new drafting.

Uses your month of AI work

  • Drafting a quote, an estimate, or a material takeoff
  • Writing a customer reply, a follow-up, or a proposal
  • Posts, captions, and a content calendar written for you
  • Reading an invoice or a receipt you scanned in
  • Research on your market and your competitors
  • Reports and analysis of how the business is doing

Never touches it

  • Sending a quote or an invoice you already approved
  • Taking a payment and recording what came in
  • Jobs and appointments moving through the calendar
  • Reading, editing, and exporting your own records
  • Connecting a tool, and everything it syncs in
  • Adding people to the team and setting their access

Good to know

Open any question for the detail.

What are the plan limits?

Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.

What happens in a really busy month?

If you reach the end of a month's AI work, new drafting pauses and nothing else changes. Your data stays put, everything you already approved still runs, and your allowance refills at the start of the next billing cycle.

What do I get during the 7-day trial?

Enough AI work to put VERA through a real week of your own jobs, which is less than a paid month. Upgrade any time and your plan's full allowance and features unlock immediately.

How do I know how much I have left?

Your account header shows how much of the month is left, and the Usage page lists every job VERA has run and what it took. Nothing is spent without appearing there.

Frequently asked questions.

01

Can VERA bill my weekly customers once a month?

Yes. VERA drafts one invoice per account from the month's completed visits, including any extras your techs logged. Customers who agreed to automatic payments are charged on those terms; the rest get a pay link.

02

Does VERA track chemical readings?

Your techs can put readings and what was added in their visit notes, and VERA writes those into the visit summary the customer sees. It is not a water-chemistry calculator and does not dose for you.

03

Can it turn a tech's note into a repair quote?

Yes. When a tech logs a problem, VERA drafts a message to the owner and a quote from your parts and labor rates. You review both before anything is sent.

04

Will customers get messages I haven't seen?

Not unless you set up a rule for a specific routine message, like a visit reminder. Everything else, quotes, invoices, and replies, waits for your approval.

05

Can I fill the spring opening calendar faster?

VERA knows who you closed last fall and drafts an opening offer to each with dates from your calendar. You approve the batch and replies land in one Inbox.

06

Which tools does VERA connect to?

Jobber, Housecall Pro, ServiceM8, QuickBooks, Stripe, Square, Google Calendar, and more from VERA's connector list. You connect each one by signing in.

Still have questions? Talk to us.

Spend the season on pools, not on invoices.

Try VERA on your own route and approve every quote, offer, and invoice it prepares.

  • No credit card required
  • You approve every action
  • Cancel anytime