Pool Service Software for Quickbooks™
Streamline your pool service management with easy-to-use scheduling software and mobile solution that seamlessly integrates with QuickBooks™ Desktop & Online.
A web based software that eliminates the need for special networking or PC's in the office.
Streamline your business with the leading pool & spa service software from The Service Program
The Service Program was built with the pool professional in mind. Offering a one-stop solution to operate your pool service business, The Service Program is customizable to your unique needs. The Service Program pool business software is designed to create efficiencies in the office and in the field. Office personnel will be able to complete customer billing in minutes. Pool techs will be able to create custom work orders from their mobile devices. Routes can be optimized in real-time to save fuel costs and keep the techs moving efficiently.
Full 2-way sync. Eliminate double entry.
Track chemical usage and backwashes. Customize your own route tickets.
Enter/organize repairs from the Desktop or Mobile.
Email or text chem readings to your customers.
Route Optimization powered by Google. No limit to the number of stops that can be optimized. Track employees by time OR number of pools serviced.
Bill monthly, by the week or by the stop, right into QuickBooks™.
Track customer equipment, repairs and warranty. View history on the mobile.
the pool
Can even be included within the electronic door hanger
Easily create digitized custom forms and documents.
Business Management Software Features & Benefits
The Service Program can help you record, track, organize and report to your residential and commercial customers with the following management tasks:
- Document services performed each visit
- Customer can exist on multiple routes, on multiple days
- Track lapse time onsite and compare to your budget
- Keep track of equipment checks, maintenance and repairs
- Create routes
- Track houses by subdivision
- Analyze route profitability
- Track chemicals/supplies issued to routes and track their inventory and usage
Easily keep track of pool and spa equipment, including maintenance agreements and warranties and track chemical usage on a per stop basis. Stay organized by creating checklists to accompany routes, work tickets or both.
Stay on top of who has what equipment by printing custom mailing lists based on subdivisions. Managers can view entire route schedule and check on routes from a mobile device while they are in the field. Easily email customers and property managers after a stop. and notify them after work has been performed at a particular location.
Get Organized
- Enter repairs on the mobile or from the office
- Keep track of pending work orders for subs
- Quickly know if something gets missed
- Turn on the Customer Task Tracker to keep customers in the loop every step of the way
- Complete a task and invoice directly into QuickBooks™
Seamless QuickBooks™ Integration
- Works with QuickBooks Desktop & Quickbooks Online
- Syncs invoices, payments, employee time, bills and more
- Works with classes and sales reps
- Full two-way sync
Route Management
- Optimize routes by area, day and tech
- See last chem readings by body of water
- Enter chem readings (billable or not billable)
- Track when tech arrives and departs (requires mobile solution)
- Take before and after pictures of the pool
- GPS pinpoint the tech upon arrival and departure (requires mobile)
- Drag and highlight where routes crisscross and quickly reassign stops
Improved Field Communications
- Enter/complete tasks
- Collect payment in the field
- Create quotes while onsite
- Signature capture, print/email transactions
- View repair history for a customer
Service Department Management
- Enter work orders on desktop or in the field
- Quickly know if something gets missed
- Set up recurring tasks like annual filter changes
Customer Portal
- Link to your website
- Customers can enter work orders for multiple properties
- Make payments, view payment and invoice history
- Online store allows your customers to order from a specific list of items
- View quote history
Equipment Tracking
- Affix QR code ( barcode) to the equipment
- Equipment code can be scanned and a work order generated detailing the issue
- Employees can scan to verify they were on the job
- When property sells, the new owner can scan and report issue!