What to look for in a Pool Service Software

Running a Pool Business can be very rewarding but without a Pool Software you spend a lot of time on little details, such as invoicing and planning your route. Scheduling new routes from orders and so on. A pool program helps make your pool service company more efficient. The two main features that are important for pool service companies are routing and billing. Before talking about that, there are main features that will need to be in whatever pool service software you decide on.

The Pool Program should be cloud based. This means that you access the program from anywhere using an internet connection, similar to the way you can check your email and write a new email. You can write emails on a computer, smartphone or tablet. If the pool service software is not cloud based this means that it will need to be installed on a computer, which defeats the point. You will have to be at the specific computer to update any information and it can only be accessed there. You can’t have multiple users in different locations updating information, finding out routes, etc.

The other features that are important in your pool program is a section to manage your customers and new customers. It’s important to quickly find a customer, their information, jobs you’ve completed for them, etc. You should also be able to leave notes about the customer or jobs that you’ve completed for them. This is extremely useful if you have multiple employees or a lot of customers. You can quickly find out if the customer used you a few years ago and what your experience or work you completed for them was.

The two other main features that are very important are routing and billing. In the pool industry these are two sections that are time consuming. You’ll want to make sure that you can easily have your routes set up for each day and every customer can pay you easily.

For billing there should be a feature that allows you to send an invoice to a customer through their email account. If you charge a flat fee for pool cleaning, the pool service software should offer a way to easily send a mass invoice to all of your customers. This invoice should not be generic, the pool software should automatically make the email personal. Another option that a pool service software should have is the ability to take a payment from someones credit or debit card.

Routing is another important features that should be included in your pool program. The routing system should be automated and require little input. One important features of routing is how easy it is to add a route in the middle of the day to an existing route.

These are the main features that are important when you’re looking to find a pool software program that suits your business needs. It’s pretty difficult to find a good solution that will work well for your business.

Leave a comment