If you’re still using filing cabinets, filling out paperwork manually, or entering data into multiple systems and spreadsheets, you may not realize how much time you can save with pool service business software.
RB’s all-in-one pool service business software is packed with features designed specifically to boost the profitability, efficiency, and overall success of your pool service business. With our software, you and your employees can spend less time on basic work tasks and more time providing top-notch customer experiences.
There are a myriad of ways that pool service business software can save you time and money. Most of all, it makes day-to-day operations easier and helps keep your entire business more organized and running as efficiently as possible. Here are some of the most important features our pool service business software offers, with some information about how each can help you streamline your operations.
Pool Industry Integrations
Our pool industry integrations help you improve quality control by integrating with key vendors and leading water analysis software. Here’s a breakdown of what you can do with each vendor:
- Electronically submit purchase orders from RB Retail and Service Solutions directly to Pool Corp, and vice versa.
- Electronically review orders, back orders, and accounts payable line items, which will streamline communications between pool dealers and their Pool Corp distributors.
- Mass import all new inventory items and mass update costs on all existing inventory items.
Horizon Spa & Pool Parts, Inc.
- Get access to Horizon online with over 22,000 parts.
- View specs and images, ship directly to you, or drop ship to the customer.
- Easily find, sell, and order pool and spa parts for your customers.
- Enjoy reduced pricing, low flat-rate shipping, extended same-day shipping hours, and no minimum order or handling feeds.
BioGuard / LaMotte
- Using either of these, link your customer database with your customers. At the click of a button, transfer or add a customer in one from software and push the information to the other.
- View a customer’s previous water test results from inside the cash register.
- Capture customer purchase history.
- After you complete the Alex water analysis, easily add the items from the shopping cart to the sale. You can even upsell larger sizes or cases through the shopping cart.
United Aqua Group / Carecraft
- Electronically submit purchase orders from RB Retail and Service Solutions directly to your buying group.
With inventory management, you can maintain a clean and organized inventory backlog by organizing into departments and categories, and automate reordering to keep a balanced supply. You can use these tools to tighten logistics, manage cycle counts, and gain a renewed sense of control over your inventory. Inventory management helps you avoid falling victim to inaccuracies or frustration, missed sales, surprising shortages, and lost income by increasing accuracy and efficiency in inventory management.
Scheduling & Service
These features allow you to manage and customize scheduling and service from unlimited users and multiple locations all at the same time to increase productivity and profitability. With customer management, you can easily track customers, dispatches, billings, inventory, service history, technicians, and more. You can use the drag-and-drop scheduler to easily schedule jobs or appointments and make modifications, and use customized service slips to give field technicians the necessary job information.
Employee management lets you track personal time off, vacation time, doctor appointments, special requests, etc. You can group types of teams for viewing at a glance and aggregate and print schedules and service itineraries for teams or service personnel. The Warehouse Transfer Module lets you easily transfer and track inventory in service vehicles, and the Revolving Service tools make it easy to create multiple types of revolving services for each customer, such as weekly pool cleanings, pool openings, and pool closings. Services can be weekly, multiple days per week, monthly, or annually. You can schedule a customer’s preferred service person, their preferred day of the week, frequency, location, type and time of service, and when you create your services for the week, the computer 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.
With a CRM included, you can stay connected with your customers, maximize satisfaction, and drive repeat business. Customer Loyalty Reporting helps you make business decisions based on facts instead of speculation by tracking important customer information to determine which customers are loyal, which are at risk, and how to adjust your marketing and advertising accordingly. You can create timely follow-ups with customers to strengthen relationships and track the sales process and integrate with marketing services like MailChimp for email and OpenStreetMap for optimizing daily service routes. You can even integrate your RB software and your water analysis software to provide faster service to customers. The database is open to an unlimited number of customers and you can set up automatic alerts to remind you of important customer information.
You can also use marketing tools to create sales opportunities with new or existing customers by following their buying habits, identifying customer types, and creating targeted marketing campaigns. The Event Planner lets you set your sale prices for each of the sale dates, so that they are automatically put into effect for each event.
This automated process takes care of a big task that you won’t need to worry about during the busy season or the week of event preparation, and selecting the products in advance and deciding on the sale prices ensures that margins remain profitable. These tools take care of almost everything for you, ranging from targeted mailings, emails, referrals, and tracking coupons to signage and gift cards.
One of the most important aspects of internal processes, customer service, and a successful business is internal communication. Employees, management, and company owners need to communicate with one another to ensure no customers’ needs are forgotten. With RB’s employee management tools, you can give all of your employees unique access and privileges to the software based on their responsibilities.
Interoffice messaging keeps employees informed of company information and procedural changes. You can send automatic email notifications, including price updates, notification to Accounts Payable for refund checks, follow-up call results, and when special order items have been added to inventory. The Employee Time Clock allows employees to sign in and out on computer workstations and automatically notifies them of the number of unread messages and unfinished follow-up calls they have. You can also maintain control of overtime hours with time clock tracking and send employee time sheets to QuickBooks® integrated payroll.
The system also tracks customer calls and requests through follow-up calls, to ensure no customer is neglected, and flagged messages informs staff if any necessary action is necessary prior to the sale or the customer leaving your store — such as NSF check notifications, or if a contract signature is required.
Time is money! Start saving time, money, and a bunch of headaches by managing your entire business in one place with RB’s all-in-one pool service business software. Schedule a demo now to see how easy it is to upgrade!