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:
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:
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.
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.
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.
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 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.
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.
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.
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.
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