Do you manage a pool company, or are you looking to start one up? I’ve had the pleasure of working with a lot of companies in the past who handle everything from service calls, scheduling and billing, to inventory and sales. One thing that always seems to be an issue is the software.
Have you ever wondered what software is used by pool companies? Or what the best software is for a pool company. There are many different options available. Since there are so many options I like to focus on the ones that I feel are the best. Here is my list of my top picks for Software for Pool Business
Probill.com
Probill.com is one of the best solutions to manage the finances of a pool service business. It not only lets you create proposals, invoices but also custom documents. It can help you in generating statements for tax purposes. You can add late fees to the invoices.
A unique feature is that it can help you with recurring revenue. It means that you need to enter the customer info, billing cycle, along with the amount to set up the account. You can, after that, decide the recurring frequency. With the help of mail processing service, uploading your bills or emailing them is possible. This billing software provides you with the option to process credit cards or draft the bank accounts of the customers. It means that it is the complete billing solution for your pool service business.
Review Score:
- Capterra: NA
Pros:
- Complete billing solution
- Allows recurring billing
- Allows you to generate statements
- Credit card and bank account processing on offer
Cons:
- Takes some time to get used to
Usability:
Invoice, Proposal & Statement generation, Credit card Processing, Bank Account Drafting, Late Fee Addition
Housecall Pro
Housecall Pro is suitable not just for pools service business but also for any home service business. It helps companies with dispatch management, contract management, contact management, Quotes, Scheduling, Service tracking, and so on. It means that once you start using this software, allocating your servicemen to various jobs is possible. It helps you with work order management, which means that handling all the tasks at hand no matter how busy you are isn’t a problem with the software. That is why; it is one of the best field management software which you can go with.
Review Score:
- Capterra: 4.7
Pros:
- Mobile app on offer
- Simple interface
- Highly versatile
- GPS tracking on offer
Cons:
- Contact management feature should allow message customization
Usability:
Contract management, GPS tracking, dispatch management, Quotes, service tracking, work management
The Service Program
The software which we are highlighting now can help you deal with dispatch management, maintaining a contact database, inventory management, contract management, quotes, scheduling, service tracking, and work management. It allows proper routing, which means that you can allocate the correct field agents to the job.
It is another software that works not just for pool service businesses but also any other service-based business. It is one of the reasons why it is so popular. Mobile app access means that your agents can also operate the software effectively. The versatility of this software is one of the reasons why you should go for it.
Review Score:
- Capterra: 4.4
Pros:
- Versatile
- Mobile access on offer
- Easy customization options
- Great customer support
Cons:
- Learning curve
Usability:
Contact management, Contract management, Resource allocation, Dispatch management, work management, Service tracking
Freshdesk
Freshdesk helps you handle multiple support channels from a single dashboard. You can handle chat support, web support, phone support, email support, social media support using it is a dashboard. Also, it allows you to automate the workflow for the support queries of customers. It means that you can reduce the workload on your customer support department when using this software. If you’re looking for a holistic support solution for your pool service business, this one will not disappoint you.
Review Score:
Capterra: 4.5
Pros:
- Complete support solution
- Easy to understand
- Plenty of video tutorials available
- Automation available
Cons:
- Social media support channel could be improved
Usability:
Web, chat, phone, email, social support
Bookedin Appointment Scheduling
Bookedin helps you in creating the interface which you can integrate with your website. It means that your customers can book your services online. Since the entire appointment scheduling feature is automatic, it will show only the vacant slots to your customers. It means that you need not worry about scheduling appointments manually. The entire process is automated.
It generates confirmations and reminders. It can help you with payment collection. It means that it can handle the entire booking workload. If you want to save time and become more productive, this appointment scheduling software is a must-have.
Review Score:
Capterra: 4.6
Pros:
- Automated appointment scheduling
- Easy to integrate with your website
- Helps you process payments
- Generates reminders
Cons:
- Customer support would be better
Usability:
Automated Appointment Scheduling, Web Integration, Payment Collection, Calendar Organization
Zoho CRM
Zoho CRM can help you with lead management, customer management, sales cycles, inventory management, and even service Management. You can avail all of these features from a single dashboard. It means that taking care of not just the leads but also staying in touch with them is easy using this software. It helps you set reminders as well as alerts, which can certainly make things easier for you. The single dashboard functionality of the software makes it a perfect choice when it comes to handling leads and prospective customers.
Review Score:
Capterra: 4.2
Pros:
• Highly versatile software
• Helps you manage customer relationships easily
• Easy to use
• Excellent support
Cons:
• Bit expensive as you scale up
Usability:
Customer lifecycle management, Customer Support, Inventory management, Service management
Hootsuite
Hootsuite is software that can help you handle multiple social media platforms from a single dashboard. It can help you manage your Facebook channel, Twitter channel, LinkedIn channel, Instagram channel, Pinterest channel, and even YouTube. It allows you to assign teams to manage the social media channels. It means that you can interact with customers and convert leads. It is your one-stop shop when it comes to handling social media channels.
Review Score:
Capterra: 4.4
Pros:
• Can help you handle almost all channels
• Team assignment is possible
• Simple dashboard
• Real-time updates
Cons:
• Limited mobile functionality
Usability:
Facebook, Twitter, LinkedIn, Youtube, Pinterest, Instagram management
BuilderTREND Software
Buildertrend provides pre-sale tools including a built-in customer relationship management (CRM) system, bid requests, project proposals, plus more. Project management tools include scheduling, budgeting, timesheets, and more. Customer management tools include change order and selection management, warranty requests, and payment processing. This system also integrates with other solutions such as QuickBooks, Xero, and various dedicated estimating and takeoff tools. Buildertrend provides each business with an account manager to provide training and support. Project teams and construction professionals can also access customized branding, daily webinars, support chat, the Buildertrend Learning Community, a 24/7 help section, and Buildertrend University.
What is BuilderTREND?
BuilderTREND is a construction management solution that combines project scheduling, project management, financial management, customer management and service management in a single suite.
How do you use BuilderTREND?
With BuilderTREND, users can easily consolidate all leads across all contact forms and excel sheets into one single sheet. This allows users to expedite the pre-sale processes from bidding to the proposal. For project management, field users can send daily updates about the status of a project and working conditions using daily logs. Built-in scheduling tools allow users to view all tasks in progress and even link sub-contractors to any item or task.
Who uses BuilderTREND?
BuilderTREND is designed for home builders, general/specialty contractors, remodelers, and residential/commerical contractors.
How much does BuilderTREND cost?
BuilderTREND offers 2 pricing plans: Core Plan, Pro Plan.
Their Core Plan is priced at $99/mo for the first 2 months and will increase to $349/mo or $2,899/yr.
Their Pro Plan is priced at $399/mo for the first 2 months and will to $599/mo or $4,999/yr.
Does BuilderTREND have an app?
Yes, BuilderTREND provides an iOS and Android application that allows construction professionals to manage projects from anywhere.
Jobber Software
Cyber Monday: Get 50% Off for 3 Months! Jobber is a cloud-based field service management software solution that allows small and midsize service businesses to manage field staff, provide customer support, and expand business operations either through a mobile app or a desktop dashboard. As a service business solution, Jobber supports over 50+ service industries and provides interchangeable tools such as an integrated CRM, real-time scheduling and dispatching, expense tracking, invoice creation and billing, online booking, a self-service client hub, quoting, client reminders, automatic emails and many more. With time tracking functionality, Jobber’s scheduling module allows users to update any job in real-time such information on task completed and project progress so management can effectively track field personnel. For assignments, management teams can set up individual jobs or recurring contracts and assign multiple field technicians to a single job. Jobber allows users to create professional invoices using customizable templates and will automatically send invoices via email. For epayments, Jobber partners with various electronic payment apps, such as Stripe and Paypal to streamline electronic billing.
Jobber’s customer relationship management (CRM) module will track past clients’ contact information allows users to create custom fields, tags, attach files or phones, and more. All of this is connected back to the billing and work history. In addition, any client can approve quotes, schedule work orders, pay invoices and communicate with service teams using Jobber’s self-service client hub.
The Jobber app is available for iOS and Android devices.
RazorSync Software
RazorSync is a cloud-based field service management solution that features both mobile and desktop capabilities. It is supported on Android and iOS and is designed for small and midsize field service businesses. Key features of this solution include customer management, scheduling and dispatching, field worker management and job estimating and invoicing.
RazorSync sends email notifications and text messages to field technicians reminding them of their work schedules and jobs. The solution features on-site invoicing and automatic updates to customer records, as well as GPS tracking capabilities for offices to monitor and adjust field workers schedules and routes on the fly. Users can store customer records including communications, notes, photos and work history at one place. Users can also create new service requests based on previous work performed for a customer.
RazorSync is suited for many different types of field service operations, including cleaning services, HVAC, lawn care, and IT or computer repair. Pricing is per month.
Conclusion:
Not many people have a system for running their pool cleaning business. With that said, if you’re starting out as a pool cleaning company owner, or are just beginning to run your own pool cleaning company, you might find it hard to manage your day without some professional method of handling all the tasks that come with it.