Finding software can be overwhelming. Software Advice has helped pool servicing organizations of all sizes find the best pool service software for effectively managing their operation.

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Jobber

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 opera... Read more

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Recent recommendations: 133 recommendations

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Housecall Pro

Housecall Pro is a cloud-based field service management app for service professionals to automate workflows and streamline technician dispatch. This solution includes a native mobile app and complementary web portal and serves a w... Read more

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Recent recommendations: 65 recommendations

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ThermoGRID

ThermoGrid is a cloud-based, field service solution for small to midsize residential contractor companies. It offers an integrated suite of applications to automate day-to-day operations and streamline service management. Sma... Read more

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Recent recommendations: 65 recommendations

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Service Autopilot

Attend a demo between 11/22-12/26 and you could win in one of our weekly holiday giveaways! Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations.... Read more

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Recent recommendations: 42 recommendations

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ServiceTitan

Transform your business with ServiceTitan's all-in-one software solution for residential and commercial field service businesses. With powerful tools that can increase revenue by 25%, improve sales, supercharge your team, and prov... Read more

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Recent recommendations: 39 recommendations

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FieldEdge

The #1 software to run your entire business. FieldEdge by Xplor is a cloud-based field service management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The field service software al... Read more

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Recent recommendations: 22 recommendations

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MobiWork

"MobiWork® prides itself as the top software solution that helps companies with technicians in the field to carry out their job efficiently without any delays but with superior logistical coordination, dispacth, GPS tracking, paym... Read more

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Recent recommendations: 17 recommendations

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simPRO

simPRO is a powerful job management software solution created by trade contractors, for trade contractors. If your business struggles with quoting multi-stage projects, managing inventory, communicating with technicians, or any ot... Read more

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Recent recommendations: 7 recommendations

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ServiceBox

ServiceBox is an integrated cloud solution for commercial and residential service-based companies such as plumbers, HVAC repairmen, locksmiths, cleaning services and more. Work orders and maintenance management tools allow a ... Read more

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Recent recommendations: 2 recommendations

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BuilderTREND

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. Cus... Read more

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RazorSync

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 th... Read more

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ConstructionOnline

UDA Technologies’ ConstructionOnline offers a web-based, integrated approach to project management, project scheduling, and customer management. Designed for emerging construction businesses in the homebuilding and remodeling indu... Read more

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Kickserv

Kickserv is a cloud-based field service management solution that provides small businesses, tools and functionalities, which help them to manage leads, estimates, team's schedules, jobs, invoices and payments. Kickserv can be... Read more

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ServiceM8

ServiceM8 is a cloud-based field service management solution with landscaping business management capabilities which enables service businesses to schedule, deploy and manage all their field activities from a single solution. ... Read more

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GorillaDesk

GorillaDesk is a cloud-based field service management (FSM) solution designed for pest control businesses. Key features include pest activity tracking, pesticide usage tracking, scheduling, customer service history, dispatch manag... Read more

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GPS Insight

GPS Insight Field Service Management gets you off of paper, out of spreadsheets, and into a streamlined, automated workflow. From a customizable calendar to a two-way QuickBooks Online sync, the platform supports your entire day, ... Read more

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Field Service Management

Field Service Management by GPS Insight is a work order management solution that helps businesses streamline operations related to scheduling, payment processing, location tracking, and more on a centralized platform. It enables s... Read more

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RB Control Systems

RB Pool and Spa Software completely manages retail and service with PCs, tablets, smartphones and laptops. With the consolidation of retail and service into a single system, regardless of your business size, you'll see an immediat... Read more

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Synchroteam

Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes in field service industry that includes cleaning services, construction, electrical and HVAC. Synchroteam fe... Read more

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FieldPulse

FieldPulse is the leading field service software for small service businesses that want to grow while saving time and money each day. Powerful, easy-to-use features and integrations give plumbers, HVAC specialists, and more the to... Read more

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Buyers guide


Last Updated: November 24, 2021

Pool servicers are the heroes of summer—keeping pools open and clean for all to enjoy. But behind the scenes, there's a ton of work that goes into a pool servicing operation. There are mobile technicians to dispatch and route, appointments to schedule and calendars to manage. On top of all that, there are invoices to send and payments to collect.

Thankfully, pool servicers don't have to go it alone, as there's a software niche dedicated to helping them do their work. It's similar to general field service software, but these pool service software offerings provide detailed features unique for pool service businesses. These features include chemical calculators and water quality records.

But not all pool service software is the same. Some of the tools on the market are essentially field service systems branded for pool servicers, while others offer tools and capabilities specific to pool servicers. There's no one right answer when it comes to choosing the right tool; it's completely dependent on the needs of your business, which is why we've created this buyer's guide. We've put together a list of must-have pool service software capabilities as well as some key benefits of adopting dedicated software. Use this guide as a starting point to ensure you choose the best system for your operation.

Here's what we'll cover:

What Is Pool Service Software?
Common Features of Pool Service Software
What Type of Buyer Are You?
Benefits of Adopting Pool Service Software
Market Trends to Understand in Pool Service Software

What Is Pool Service Software?

Pool service software combines essential field service features with specialized tools for managing the unique needs of pool upkeep.

Overall, pool service software enables organizations to:

  • Create, track and complete work orders. This ensures jobs and specific details don't get lost in the hustle and bustle of the back office.
  • Manage invoices and collect payment for completed work. Track invoices and payments. You can even use mobile payment capabilities to capture payments right after the work is completed.
  • Accept appointments and organize technician schedules. Enable clients to schedule appointments online rather than having to call in.
  • Track inventory of any materials used in pool servicing. Detailed inventory systems can track overall inventory as well as inventory in warehouses, within each vehicle and anywhere else materials are stored.
  • Communicate effectively with technicians in the field. Open communication lines are important, but pool service software goes a step further with real-time notifications and alerts for schedule changes.

This final feature touches on a critical capability of pool service systems: Mobility. The ability to communicate with technicians in the field as well as provide them with access to business systems is a must for any field service organization today. That's why so many service software offerings provide mobile apps.

But again, not all pool service software systems are the same. Some might focus more on certain features than others. That's why we've highlighted some must-have software features for pool service businesses.

 

Common Features of Pool Service Software

Pool service systems are made up of many different (but connected) capabilities. Yet there are some essential features and tools that your new system should provide. These include:

Work order management Create, track and monitor the status of every job—including scheduling, the work, completion and final payment.
Billing/invoicing Manage what customers/clients owe. Automatically send invoices once jobs are completed. Use mobile payments to receive payment immediately after work is complete.
Scheduling and dispatch Enable online appointment scheduling. Optimize technicians' daily schedules by considering proximity of one job to the next. Reserve specialized jobs for more qualified technicians.
Inventory management Track and manage the quantity of materials used on the job. This might include tools and pool repair parts and materials. Track any chemical used during the pool service.
Customer management Record and store valuable customer contact information. Detail prior pool work done for a customer. Automatically remind customers about scheduling regular services.
Job estimating Automate estimations by entering details about the pool and job into a cost estimation engine.
GPS tracking Track technicians and vehicles throughout the day. Monitor locations to help with proper routing. Ensure accountability by making sure technicians properly use company property.

We've included a few screenshots of pool service software so you can understand what these features look like.

Work orders

work order screen in pool service software  PoolTrac

Source: PoolTrac

You'll want to be able to filter work orders based on account/client name, employees on the account and start date for the open order.

Customer management

customer management screen in pool service software application RazorSync

Source: RazorSync

Make a point to fill out all contact information for each of your clients. This helps down the road with retargeting campaigns for repeat business.

Mobile scheduling

mobile scheduling in pool service software system Repsly

Source: Repsly

Mobile scheduling apps shouldn't sacrifice any capabilities just because they're mobile. Critical details that technicians need (such as client names, address and time of appointment) should be available at a glance.

What Type of Buyer Are You?

Small operation. These buyers are often owner/operators with fewer than five employees. They've likely reached their limit dealing with manual management processes. They need more automated, dependable processes so they can do more with less. Work order management, scheduling and billing are essential for this buyer—providing them newfound operational efficiency.

Midsize operations. These buyers work for larger businesses, maybe regional pool servicing operations or general handyman services. They need pool servicing software to scale with their growth. Key features for this buyer include customer/client and inventory management. These features help retain existing clients and source new ones as well as ensure technicians are equipped for the tasks of the day.

Large operations. These buyers are working for national and/or enterprise pool servicers or other general service businesses. They need a full suite of pool servicing software features including specializations in reporting, employee management and payroll. Since changing systems can be an extensive undertaking, these buyers are likely unhappy with their current system and are looking to upgrade functionality.

Benefits of Adopting Pool Service Software

The benefits of pool service software varies based on the pain points currently affecting operations and/or hindering growth. Nonetheless, there are overarching benefits that all pool service software users obtain. These include:

Greater efficiencies. Adopting pool service software enables service businesses to stop spending unnecessary time on manual paperwork and data entry. Now work orders can be created the second a job hits the schedule. And everything can sync automatically to technicians' connected devices.

Improved productivity. With greater efficiency comes increased productivity. Automations prevent tasks from falling through the cracks. They also free up everyone in the business to spend more time focusing on improving their core competencies.

Market Trends to Understand in Pool Service Software

Internet-of-things(IoT). Pool service software, like all mobile service systems, rely more and more on IoT technology. This refers to the ever-growing number of sensors and online-connected devices that are present during technicians' days. These technologies create a connected ecosystem that capture and relay valuable data. Analysis of this data can lead to informed business decisions and even greater operational efficiencies.