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Pool Service Software


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mHelpDesk logo
 
mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk has multiple... Read More
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mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk has multiple... Read More
 
Housecall Pro logo
 
Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such... Read More
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Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such... Read More
 
Verizon Connect Work logo
 
Verizon Connect Work is a cloud-based field service solution that allows users to organize schedules, manage and track job progress and manage dispatching process. Office and field workers can receive job information and updates on... Read More
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Verizon Connect Work is a cloud-based field service solution that allows users to organize schedules, manage and track job progress and manage dispatching process. Office and field workers can receive job information and updates on... Read More
 
WorkWave Service logo
 
WorkWave Service is a cloud-based field service software solution. It offers mobile and desktop applications to connect field workers to the office to provide visibility into what’s happening in the field. The mobile applications... Read More
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WorkWave Service is a cloud-based field service software solution. It offers mobile and desktop applications to connect field workers to the office to provide visibility into what’s happening in the field. The mobile applications... Read More
 
Service Cloud Field Service logo
 
Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More
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Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More

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Mobiwork MWS logo
 
Mobiwork MWS is a suite of field service solutions that features GPS tracking, inventory management, billing and invoicing, work order management, electronic forms, scheduling and dispatch and contact management. It offers cloud-based... Read More
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Mobiwork MWS is a suite of field service solutions that features GPS tracking, inventory management, billing and invoicing, work order management, electronic forms, scheduling and dispatch and contact management. It offers cloud-based... Read More
 
AgileField logo
 
AgileField is a cloud based platform and mobile application with a suite of field service solutions. AgileField aims to get the right technician, with the right equipment and the right materials to the right location to complete... Read More
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AgileField is a cloud based platform and mobile application with a suite of field service solutions. AgileField aims to get the right technician, with the right equipment and the right materials to the right location to complete... Read More
 
BusinessMan ERP logo
 
BusinessMan is an enterprise resource planning (ERP) solution for field service operations that can be deployed in the cloud or on-premise. Key features include purchasing, quote management, job or work orders, sales order processing,... Read More
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BusinessMan is an enterprise resource planning (ERP) solution for field service operations that can be deployed in the cloud or on-premise. Key features include purchasing, quote management, job or work orders, sales order processing,... Read More
 
Visual Planning logo
 
Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud. Visual Planning offers... Read More
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Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud. Visual Planning offers... Read More
 
Medulla Pro logo
 
Medulla Pro is a field service management solution for businesses of any size. The solution offers features for dispatching, scheduling, inventory, mobile reporting, work orders, parts, contracts, job checklists, field service tracking,... Read More
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Medulla Pro is a field service management solution for businesses of any size. The solution offers features for dispatching, scheduling, inventory, mobile reporting, work orders, parts, contracts, job checklists, field service tracking,... Read More

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Trimble PULSE™ logo
 
Trimble PULSE is a modular, cloud-based Field Service solution for midsize to large companies in a variety of industries worldwide. It’s suited for a service companies that specialize in anything from plumbing to property maintenance,... Read More
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Trimble PULSE is a modular, cloud-based Field Service solution for midsize to large companies in a variety of industries worldwide. It’s suited for a service companies that specialize in anything from plumbing to property maintenance,... Read More
 
IFS Field Service Management logo
 
IFS Field Service Management (FSM) offers tools that cover the entire service lifecycle. The solution is available on-premise or in the cloud, and it can be configured to meet the needs of organizations in a number of field service... Read More
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IFS Field Service Management (FSM) offers tools that cover the entire service lifecycle. The solution is available on-premise or in the cloud, and it can be configured to meet the needs of organizations in a number of field service... Read More
 
ServiceVelocity logo
 
ServiceVelocity is a field service solution that enables service teams to schedule jobs, access work orders, update tickets, find relevant manuals and knowledge bases and track inventory. ServiceVelocity securely connects information... Read More
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ServiceVelocity is a field service solution that enables service teams to schedule jobs, access work orders, update tickets, find relevant manuals and knowledge bases and track inventory. ServiceVelocity securely connects information... Read More
 
ServiceBridge logo
 
ServiceBridge is a field service management solution designed to help technicians both in the office and in the field manage their work orders, scheduling and dispatching, billing, and more. Franchise operations who specialize in lawn... Read More
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ServiceBridge is a field service management solution designed to help technicians both in the office and in the field manage their work orders, scheduling and dispatching, billing, and more. Franchise operations who specialize in lawn... Read More
 
ServiceMax Suite logo
 
ServiceMax from GE Digital is a cloud-based field service management solution delivering an integrated suite of applications for managing employees and customers. It is suitable for growing and small-scale businesses across various... Read More
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ServiceMax from GE Digital is a cloud-based field service management solution delivering an integrated suite of applications for managing employees and customers. It is suitable for growing and small-scale businesses across various... Read More

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Fleet GPS tracking by High Point GPS logo
 
High Point GPS Tracking and Dispatch is a web-based solution designed to help companies coordinate and track their fleet of vehicles in real-time. Each vehicle is installed with a tracking device with a constant satellite and cellular... Read More
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High Point GPS Tracking and Dispatch is a web-based solution designed to help companies coordinate and track their fleet of vehicles in real-time. Each vehicle is installed with a tracking device with a constant satellite and cellular... Read More
 
Greentree4 logo
 
MYOB Greentree is a cloud-based enterprise resource planning (ERP) solution that provides organizations of varying sizes and industries with customizable distribution management software. Businesses in 3PL, automotive, chemicals, petroleum,... Read More
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MYOB Greentree is a cloud-based enterprise resource planning (ERP) solution that provides organizations of varying sizes and industries with customizable distribution management software. Businesses in 3PL, automotive, chemicals, petroleum,... Read More
 
Jobber logo
 
Jobber is a cloud-based field service and landscaping solution designed for small and midsize businesses. The solution offers features like scheduling, invoicing, a client database, quotes and more. The scheduling module allows users... Read More
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Jobber is a cloud-based field service and landscaping solution designed for small and midsize businesses. The solution offers features like scheduling, invoicing, a client database, quotes and more. The scheduling module allows users... Read More
 
ServiceM8 logo
 
ServiceM8 is a cloud-based field service management solution with landscaping business management capabilities. It enables service businesses to schedule, deploy and manage all their field activities from a single solution. ServiceM8... Read More
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ServiceM8 is a cloud-based field service management solution with landscaping business management capabilities. It enables service businesses to schedule, deploy and manage all their field activities from a single solution. ServiceM8... Read More
 
Smart Service logo
 
Smart Service is a field service management software that assists businesses with scheduling and dispatching activities. The software connects with QuickBooks for exchanging financial data and transaction records. Smart Service is... Read More
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Smart Service is a field service management software that assists businesses with scheduling and dispatching activities. The software connects with QuickBooks for exchanging financial data and transaction records. Smart Service is... Read More
 

Buyer's Guide

by Justin Guinn,
Market Research Associate
Last Updated: May 10, 2018


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.
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  • 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.
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  • Accept appointments and organize technician schedules. Enable clients to schedule appointments online rather than having to call in.
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  • 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.
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  • 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.

 

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