What is this?

HydroManager is a lightweight, self-hostable CRM for small service businesses — built with pool service companies in mind, but easily rebranded for any field-service trade (lawn care, HVAC, cleaning, etc.).

Instead of a heavy database, it stores everything in a single, well-formatted Excel file that stays readable and editable even outside the app. On top of that, it layers a Flask web dashboard for managing clients and service history, plus an in-browser invoice generator that turns a form into a polished, downloadable PDF.

No database server, no complicated setup — just Python, one dependency, and a spreadsheet.

Architecture

Features

🧑‍🤝‍🧑 Client Management	Add, edit, or remove client profiles and service locations from the dashboard.
🧰 Service Logging	Track technician visits, monthly pricing, and chemical usage per client.
📊 Excel-Native Backend	Records live in a structured .xlsx file — open it directly in Excel/Sheets any time.
🧾 Professional Invoicing	Fill in a web form and export a formatted PDF invoice using html2canvas + jsPDF.
💳 Payment Status Tracking	Visual badges for Paid, Partial, and Unpaid accounts.
🎨 Rebrandable	Swap the app name, colors, and logo in a couple of places — ships with placeholders, not hardcoded branding.

Tech stack

• Backend: Python 3, Flask
• Data layer: OpenPyXL (styled .xlsx read/write, no external DB)
• Frontend: HTML5, CSS3, vanilla JavaScript (ES6)
• PDF export: jsPDF, html2canvas

Project structure

HydroManager-Pool-Service-Invoice-System/
├── service.py            # Flask app — routes, Excel helpers, server entrypoint
├── invoice_system.html   # Standalone branded invoice template
└── assets/                # README banner & diagram assets

Getting started

Requirements: Python 3.8+

# 1. Clone the repository
git clone https://github.com/YehenSilva/HydroManager-Pool-Service-Invoice-System.git
cd HydroManager-Pool-Service-Invoice-System

# 2. Install dependencies
pip install flask openpyxl

# 3. Run the app
python service.py

Then open http://localhost:5050 in your browser. On first run, service.py automatically creates service_records.xlsx with the correct headers and styling — no manual setup required.

Rebranding

service.py exposes a small config block at the top of the file:

APP_NAME = "HydroManager"
EXCEL_FILE = "service_records.xlsx"
DEFAULT_PERSONS = ['Staff A', 'Staff B', 'Staff C']

Change APP_NAME and the dashboard title updates automatically. Swap the placeholder fields in invoice_system.html (COMPANY NAME, address, bank details) with your own business info to produce client-ready invoices.

Roadmap ideas

• Authentication for multi-technician access
• Recurring service scheduling
• Export monthly summaries straight from the dashboard
• Optional SQLite backend for larger client lists

License

Released under the MIT License.

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_{Built for small service teams who'd rather spend time in the field than in spreadsheets.}