Pool Service Scheduling Software
With our pool service scheduling software for pools and spas, you can more efficiently manage operations, both internally with employees and externally with your customers.
What Is Service Scheduling Software?
RB’s Service Scheduling Software makes it easier to schedule service for your clients by type, and offers many automated features to take care of menial tasks for you like placing appointments on the schedule and creating sales orders/invoices. It also prevents scheduling errors and conflicts and even helps maintain accurate inventory on service vehicles.
How Does Service Scheduling Software Work?
You can use the drag-and-drop scheduler to easily add jobs and appointments to the calendar, make modifications from multiple locations, and provide all the necessary information to service technicians from one place. The software also allows you to track employee schedules.
Pool Service Scheduling Software
With our pool and spa scheduling and service feature, you can more efficiently manage operations, both internally with employees and externally with your customers.
What Are the Benefits of Service Scheduling Software?
Customer Management
- Easily and efficiently track customers, dispatches, billings, inventory, service history, technicians and more.
- Use the drag and drop scheduler to easily schedule jobs or appointments and make modifications for unlimited users from multiple locations, all at the same time.
- Use the customized and personalized service slips to give field technicians their necessary job information.
Employee Management
- Track personal time off, vacation time, doctor appointments, special requests, etc.
- Group types of teams, such as in-ground pool construction crews, above ground pool crews, and spa repair techs, and maintenance teams, for viewing at a glance.
- Aggregate and print schedules and service itineraries for teams or service personnel.
Revolving Service
- Schedule a customer’s preferred service person, their preferred day of the week, frequency, location, type and time of service.
- 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.
- 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.
Service Vehicle Inventory Control
- Utilize the Warehouse Transfer module to easily transfer and track inventory in service vehicles.
Increase productivity and profitability.
Customer Management
- Easily and efficiently track customers, dispatches, billings, inventory, service history, technicians and more.
- Use the drag and drop scheduler to easily schedule jobs or appointments and make modifications for unlimited users from multiple locations, all at the same time.
- Use the customized and personalized service slips to give field technicians their necessary job information.
Employee Management
- Track personal time off, vacation time, doctor appointments, special requests, etc.
- Group types of teams, such as in-ground pool construction crews, above ground pool crews, and spa repair techs, and maintenance teams, for viewing at a glance.
- Aggregate and print schedules and service itineraries for teams or service personnel.
Revolving Service
- Schedule a customer’s preferred service person, their preferred day of the week, frequency, location, type and time of service.
- 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.
- 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.
Service Vehicle Inventory Control
- Utilize the Warehouse Transfer module to easily transfer and track inventory in service vehicles.
Check out our FREE eBook, ‘Your Ultimate Guide to Running a Smooth & Streamlined Pool & Spa Business'
- Get ideas for effective up-selling
- Learn how to tailor customer in-store experience
- Discover automated ways to regulate your inventory
Check out our FREE eBook, ‘Your Ultimate Guide to Running a Smooth & Streamlined Pool & Spa Business'
- Get ideas for effective up-selling
- Learn how to tailor customer in-store experience
- Discover automated ways to regulate your inventory
