Pool Service Software for QuickBooks

Swimming Pool Service Software that's QuickBooks compatible, easy to set up, easy to use, with a customer portal and robust mobile solution.

The Service Program is the leading QuickBooks add-on pool service software. With this component, track routes, chemical usage, installed equipment, and service notes for each client while in the field.  Seamless integration with QuickBooks, compatibility with mobile devices like iPhones, iPads, and Android devices, and many functional features prove The Service Program is the ideal software solution for your pool service business.  It’s even one of the most affordable pool management software suites on the market.

We can also digitize your forms and documents.

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Features And Benefits

Following are some of the pool software service and maintenance tasks that The Service Program can assist in keeping record, tracking, managing, and reporting to your residential and commercial customers, when appropriate:

• Document what services are performed each visit

• Customer can exist on multiple routes on multiple days

• Record time of day and weather conditions

• Keep track of equipment checks, maintenance and repairs

• Create routes

• Track houses by subdivision

• Analyze route profitability

• Track chemicals and supplies issued to routes and track their inventory and usage

• Track customer pool and spa equipment, including maintenance agreements and warranties

• Track Chemical usage on a per stop basis

• Create checklists to accompany routes or work tickets or both

• Print custom mailing lists based on subdivision, who has what equipment

• Managers can view entire route schedule from their smartphone or tablet to be able to check on routes as they are in the field

• Seamlessly email customer and/or property manager after a stop

• Email a customer and/or property manager after work has been performed at a location

• Inexpensive and easy bar code equipment scanning

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See how The Service Program works

Keep everyone happy with this easy to set up, easy to use QuickBooks add-on software for almost any service business or industry.

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Get Organized

•Track pool profitability

•Improve communication between you and your entire staff

•Quickly know if something gets missed

•Track onsite time for route and service techs

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Seamless QuickBooks Integration

•Seamlessly Integrates with QuickBooks

•Post Invoices, employee Time, Bills etc

•Works with classes and sales reps

•No need for double entry!

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 the tech arrives/leaves (requires mobile)

•Take pictures after stop has been serviced

•GPS pinpoint the truck upon arrival/departure (requires mobile)

•Map to each stop or service call while on the road

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Improved Field Communications

•Enter/Complete tasks and work orders

•Take Pictures of pools before and after they are cleaned

•Enter / See customer equipment

•Signature capture, print and/or email transactions

•GPS snapshot/timestamp when pool was cleaned

Service Department Management

•Enter work orders on PC or in the field

•Quickly know if something gets missed

•Setup recurring tasks like annual filter changes

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Customer Portal And Branded App

•Your customers can download your custom branded app on the App Stores

•Builds brand loyalty

•Customers can enter work orders (with pictures) of problems they may be having

•Service History

•See QuickBooks invoice and payment history

•Online store

•Bill Pay

•Quote acceptance (electronically capture signature)

Equipment Tracking

•Affix a QR code (Barcode) to the equipment

•Equipment code can be scanned and a work order gets created detailing the issue

•Employees can scan to verify they were there

•Customer sell the house, new owner can scan and report an issue

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Take a closer look at The Service Program mobile solution

Mobile software that's compatible with your QuickBooks desktop and QuickBooks online

Helpful Video Demonstrations

Step by step videos about how The Service Program can help grow your business.

Routing
Work Orders & Repairs
Entering Chemical Readings
Memorized Transactions
Customer Equipment
Service Contracts
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What are you waiting for!

Order The Service Program today. Call 866-480-1879

Your success is important to us. We guarantee your satisfaction with superior software integration, free weekly training and yearly support.