Are you struggling to manage your pool service business? Or wanting to start a pool service business?

Are you wondering how to streamline your business practices?

If yes, it is time to think about using the options available. Even when you categories them according to their type, there are quite a few options that you need to choose from. Today, we will help you out with the same.

We have compiled a list of not just the type of software that you need but also the best pool service business software which you can opt for. Once you go through this list, it will become easy for you to choose the right software to streamline your business.

1.Invoicing Software:

Invoicing software is a must when you’re running a pool service business. It will not only help you with the invoices but also sending proposals, adding late fees, and maintaining all the financial records for filing your taxes. Without one such software, you won’t be able to manage your business.

Probill.com

Probill.com is one of the best solutions to manage the finances of a pool service business. It not only lets you create proposals, invoices but also custom documents. It can help you in generating statements for tax purposes. You can add late fees to the invoices.

A unique feature is that it can help you with recurring revenue. It means that you need to enter the customer info, billing cycle, along with the amount to set up the account. You can, after that, decide the recurring frequency. With the help of mail processing service, uploading your bills or emailing them is possible. This billing software provides you with the option to process credit cards or draft the bank accounts of the customers. It means that it is the complete billing solution for your pool service business.

Review Score:

• Capterra: NA

Pros:

• Complete billing solution
• Allows recurring billing
• Allows you to generate statements
• Credit card and bank account processing on offer

Cons:

• Takes some time to get used to

Usability:

Invoice, Proposal & Statement generation, Credit card Processing, Bank Account Drafting, Late Fee Addition

 

2.Field Management Software:

A field Management software can help you in locating your agents and servicemen efficiently to the jobs which you need to complete. Moreover, most of them offer GPS tracking, which means that you can track them in real-time. It will also allow you to complete all the tasks on time by a proper and efficient allocation of resources. All of this is only possible when you choose the right field management software. We would share with you the details of the best field Management software below.

Housecall Pro

Housecall Pro is suitable not just for pools service business but also for any home service business. It helps companies with dispatch management, contract management, contact management, Quotes, Scheduling, Service tracking, and so on. It means that once you start using this software, allocating your servicemen to various jobs is possible. It helps you with work order management, which means that handling all the tasks at hand no matter how busy you are isn’t a problem with the software. That is why; it is one of the best field management software which you can go with.

Review Score:

• Capterra: 4.7

Pros:

• Mobile app on offer
• Simple interface
• Highly versatile
• GPS tracking on offer

Cons:

• Contact management feature should allow message customization

Usability:

Contract management, GPS tracking, dispatch management, Quotes, service tracking, work management

The Service Program

The software which we are highlighting now can help you deal with dispatch management, maintaining a contact database, inventory management, contract management, quotes, scheduling, service tracking, and work management. It allows proper routing, which means that you can allocate the correct field agents to the job.

It is another software that works not just for pool service businesses but also any other service-based business. It is one of the reasons why it is so popular. Mobile app access means that your agents can also operate the software effectively. The versatility of this software is one of the reasons why you should go for it.

Review Score:

• Capterra: 4.4

Pros:

• Versatile
• Mobile access on offer
• Easy customization options
• Great customer support

Cons:

• Learning curve

Usability:

Contact management, Contract management, Resource allocation, Dispatch management, work management, Service tracking

3. Support software:

Whether you run a pool service business or any other customer-centric business, it is essential to provide proper customer support. Only when you do so, it will become easier for you to cater to all your customer needs. Customer support can also gain new word of mouth, which can help you expand your business rapidly. The best way to offer excellent customer support is to use the right software. We will share with you a couple of software options below.

Freshdesk

Freshdesk helps you handle multiple support channels from a single dashboard. You can handle chat support, web support, phone support, email support, social media support using it is a dashboard. Also, it allows you to automate the workflow for the support queries of customers. It means that you can reduce the workload on your customer support department when using this software. If you’re looking for a holistic support solution for your pool service business, this one will not disappoint you.

Review Score:

Capterra: 4.5

Pros:

• Complete support solution
• Easy to understand
• Plenty of video tutorials available
• Automation available

Cons:

• Social media support channel could be improved

Usability:

Web, chat, phone, email, social support

4. Appointment Scheduling Software:

During the initial stages of your business setup, you might not face clashing appointments. However, as your business grows, you will feel the need to schedule your appointments more carefully. It will ensure that you can serve all the customers on time. The best way to handle the appointments is to use appointment scheduling software. It will automate the entire process and make it easy for you to cater to multiple customer requests throughout the day. There is a perfect software to do so. We will highlight the software below.

Bookedin Appointment Scheduling

Bookedin helps you in creating the interface which you can integrate with your website. It means that your customers can book your services online. Since the entire appointment scheduling feature is automatic, it will show only the vacant slots to your customers. It means that you need not worry about scheduling appointments manually. The entire process is automated.

It generates confirmations and reminders. It can help you with payment collection. It means that it can handle the entire booking workload. If you want to save time and become more productive, this appointment scheduling software is a must-have.

Review Score:

Capterra: 4.6

Pros:

• Automated appointment scheduling
• Easy to integrate with your website
• Helps you process payments
• Generates reminders

Cons:

• Customer support would be better

Usability:

Automated Appointment Scheduling, Web Integration, Payment Collection, Calendar Organization

5. CRM Software:

Converting leads into customers is a must for any business. It will help them increase their revenue exponentially. However, when you’re getting leads from multiple sources, it is not easy to manage them to follow up on them. Instead of trying to do so manually, it is better to go with CRM software, which can help you with the same. It will allow you to keep track of every lead and try and convert it. We would highlight such software below, which can help you with the same.

Zoho CRM

Zoho CRM can help you with lead management, customer management, sales cycles, inventory management, and even service Management. You can avail all of these features from a single dashboard. It means that taking care of not just the leads but also staying in touch with them is easy using this software. It helps you set reminders as well as alerts, which can certainly make things easier for you. The single dashboard functionality of the software makes it a perfect choice when it comes to handling leads and prospective customers.

Review Score:

Capterra: 4.2

Pros:

• Highly versatile software

• Helps you manage customer relationships easily

• Easy to use

• Excellent support

Cons:

• Bit expensive as you scale up

Usability:

Customer lifecycle management, Customer Support, Inventory management, Service management

6. Social Media management software:

In today’s world, can you survive without being on social media?

If you want to gain credibility and new customers, it is essential to have a proper presence on social media. However, if you try to manage all the social media channels manually, it will take time and effort on your part. The best way forward is to use software for proper social media management. We would highlight one such software below.

Hootsuite

Hootsuite is software that can help you handle multiple social media platforms from a single dashboard. It can help you manage your Facebook channel, Twitter channel, LinkedIn channel, Instagram channel, Pinterest channel, and even YouTube. It allows you to assign teams to manage the social media channels. It means that you can interact with customers and convert leads. It is your one-stop shop when it comes to handling social media channels.

Review Score:

Capterra: 4.4

Pros:

• Can help you handle almost all channels

• Team assignment is possible

• Simple dashboard

• Real-time updates

Cons:

• Limited mobile functionality

Usability:

Facebook, Twitter, LinkedIn, Youtube, Pinterest, Instagram management

So, if you want to take your pool service business to the next level, these are the software which you should think of using. You can pick and choose from this list according to your requirements. We have taken into account the usability as well as the functionality of the software before compiling this list. Once you commit the use of the software in your day-to-day business activities, you are sure to increase your productivity, which will help you grow your bottom line exponentially.