The best swimming pool construction project management software helps you improve efficiency. When your employees can breeze through administrative tasks quickly, they are freed up to focus on providing a great customer experience and increasing sales.

Effective control of swimming pool construction job costs also has an important impact on profitability. With so many variables contributing to job cost, you need an integrated system that allows you to track construction costs, inventory, and the actual progress of each job. Here are some essential features you should consider when choosing swimming pool construction project management software.

Essential Features of the Ideal Swimming Pool Construction Project Management Software

Custom Kit Builder and Estimator

A custom kit builder and estimator helps you accurately quote and estimate job costs. RB swimming pool construction project management software allows you to enter customized template questions specific to your business to keep everyone on the same page regarding job specifications. You can also estimate the cost of each job using the Kit Builder as a worksheet to calculate its selling price, adding Inventory, Labor, and Subcontractor Expenses to your calculations.

Contracts

Automating the creation of contracts reduces human error for more accurate contracts and saves employees time. RB’s software instantly creates a professional contract for your job to quickly get you set up to manage the progress of the job and track job costs. Hidden items allow you to add special items to picking tickets, job costing, and purchase orders that are internal-only – they won’t appear on the customer’s sales order.

Job Progress Management

Measuring job progress closely is essential for understanding common causes of job slowdowns so you can increase efficiency and decrease the amount of time spent per job. RB’s project management software offers several job progress management features:

• Customize the program for the physical steps of the specific types of construction and renovation jobs that your company performs.
• Use the project management tools to manage job progress with respect to your employees, subcontractors and third party services, such as electrical inspectors.
• Work hand in hand with the scheduler to schedule appointments and daily job activities quickly and easily.
• Track permit numbers and other important notes and information necessary for the job.
• Set dependencies to ensure that stages of the job are never scheduled out of sequence.
• Instantly print reports of all jobs that have an open or completed status.

Accurately calculating the actual cost of each job so you can compare it to your estimate is essential for accurate budgeting and forecasting to support cash flow. RB’s swimming pool construction project management software lets you enter your expenses and subcontractors as you use them and send the invoices to QuickBooks® accounts payable.

You can also view the estimated costs remaining, forecast completion, cost variances and the following as you move through a job:

• Cost at completion
• Gross margin
• Margin percent
• Percentage complete
• Earned revenue
• Cost to date
• Margin recognized
• Total deposits and amount billed
• Total amount received for the job to date
• Current accounts receivable balance
• Remaining balance to be billed
• Over/under amount for the job

8 More Ways RB’s Swimming Pool Construction Project Management Software Improves Efficiency

RB’s swimming pool construction project management software improves efficiency in many additional ways thanks to its host of features that can integrate all aspects of your business. Here are a few examples:

1. Manage Customers Easily

The best software makes it easy to track customers’ needs by storing all information in one central place. Instant access to details about installation and service history lets you quickly respond to repair requests and alert customers to renew warranties or schedule routine maintenance. In addition, RB’s software allows you to check inventory, dispatch technicians, and bill for services. The drag-and-drop feature makes job scheduling easy.

2. Efficiently Manage Entire Jobs

RB’s built-in progress management system helps you manage any project from quote to completion. This swimming pool service management software can be used to track important information and permit numbers. It can also be customized to track all costs at each stage of the job. Even scheduling is streamlined since this feature works with the scheduler to make appointments.

3. Automate Revolving Service

Automation reduces paperwork and boosts productivity. RB’s swimming pool construction project management software helps you keep track of customer preferences, including frequency of appointments, time of day, day of the week, and even their favorite service tech. Simply create the week’s services and let the computer do the rest. The software automatically creates a schedule and all necessary forms, alerting you to any conflicts. In addition, the automated inventory control ensures you have items you need for recurring orders while reducing the likelihood of having excess inventory.

4. Track Employee Schedules

The best swimming pool service management software manages not only jobs but also employee schedules. RB’s software allows you to track employees’ requested time off and makes it easy to group teams as needed for installation and service calls. RB’s software also helps you track which service technicians work each job, making it easier to consistently send the same tech to a customer, resulting in stronger customer relationships.

5. Control Service Vehicle Inventory

RB’s Warehouse Transfer module allows staff to transfer and track inventory contained in service vehicles easily. With real-time access to inventory on demand, they’ll always know which vehicles need to be restocked before leaving for a job.

6. Streamline Service with Route Optimization

RB’s Route Optimization and Scheduling feature automatically schedules recurring services and helps track labor and parts for billing purposes. Route optimization provides service techs with the most efficient itineraries, saving your company both time and fuel. Recording labor and parts in your service order is easily done even without the mobile app using barcodes on the itineraries.

With RB’s mobile app, your technicians have immediate access to customers’ service histories to determine what service is needed more efficiently. In addition, instant access to inventory (both on vehicles and in the warehouse) makes setting a timeline for future service easier and more accurate. RB’s mobile swimming pool service management software does all this while allowing techs to bill and collect payments in the field.

The right swimming pool construction project management software will improve efficiency so your team can focus on generating revenue and driving customer loyalty through great experiences. Schedule a demo today to see how improved efficiency can help your pool construction business.