With the slower winter season in full swing, now is the perfect time to consider ways to implement more efficient processes so employees can maximize their time and avoid getting swamped when the busy season arrives. With the time saved through automation, reducing double data entry, and time tracking, RB’s pool service scheduling software can help you offer your employees a less stressful, more productive, and more balanced summer season.

Here are five ways service scheduling software helps you save time and money.

Cut down on time spent searching for information.

Using paper quotes or job cards can make it hard to search files for information efficiently, especially on previous jobs. Even if you’re using a digital system, it’s essential to have all job details saved in one platform so you don’t have to duplicate your search across multiple systems. Third-party integrations add even more value, making it easier to order parts or offer mobile water testing in the field. With RB’s software, you can quickly and efficiently track customers, dispatches, billings, inventory, service history, technicians, and more.

Eliminate double data entry.

Without software, staff may find that much of their time is spent transferring data from a quote to their accounting software. A solution like RB’s that connects with third-party systems like QuickBooks cuts down on double data entry by connecting processes from quoting to invoicing.

Automate tasks for faster processes.

Pool service scheduling software can automate administrative tasks like generating quotes so you can move faster and more efficiently. RB’s service scheduling software tracks customers’ preferred service person, day of the week, frequency, location, type, and time of service. Then, when you create your services for the week, the software automatically:

• Places all appointments on the schedule
• Creates all necessary sales orders or accounts receivable invoices
• Creates all necessary in-field service forms and checklists
• Informs you of any schedule conflicts

Prevent unnecessary overtime.

Speaking of schedule conflicts, RB’s scheduling software offers a full view of technician assignments to inform you which employees should get overtime assignments and which ones already have too many overtime hours. This scheduling view can help you stay within federal and state overtime and scheduling regulations. It also gives employees a more stable grasp of their schedule, reducing stress and promoting a healthier work/life balance.

Optimize service routes.

Perhaps one of the most critical elements of the job is ensuring that the schedule is optimized for your workers. Optimizing service and sales routes is a great way to manage your team’s time, allow them to accomplish more in less time, and make it easier for employees to know where they should be and when.

RB service scheduling software offers ideal route services that can correct themselves in real-time. In addition, employees can access the schedule from any location using Mobile Live to ensure that everyone is on the same page. Users can also aggregate and print schedules and service itineraries, giving service personnel an easy-to-reference guide. This makes it much easier for staff to be consistently on time and provide a positive customer experience to drive sales and repeat business. Plus, you can use the Warehouse Transfer module to easily transfer and track inventory in service vehicles.

RB’s pool service scheduling software offers all of these capabilities and much more in one place to help you boost the areas of your business that directly impact your bottom line while saving time and improving productivity. Give your employees (and yourself) the gift of a healthier work/life balance this season with RB’s service scheduling software.