RB Retail & Service Solutions Pool & Spa Business Software Video Demos

Every business is unique, so we designed these self guided demos to help you quickly and easily get a preview of everything you need by simply navigating to any (or all!) of the areas you would like to learn more about. When you finish your tour, simply get in touch with your representative to help you find the software package that best suits your needs or, if needed, provide a more detailed demo.

RB Retail & Service Solutions Pool & Spa Business Software Video Demos

Take Our Free Virtual Tour

Let Us Show You How RB Can Help You Save Time and Money

RB Retail and Service Solutions is eager to be your partner and make your life easier! Our software is divided into key areas that dovetail with your business:

Retail
Service
Construction
Marketing
Inventory
Reports

This makes it easier to train your staff on only the sections that pertain to their jobs. And since everything is integrated, RB facilitates effective internal communication and record keeping. Everything gets documented, so there are no more lost emails or forgotten sales calls!

Let’s get started!

To begin, click Next to continue or select the preview that matches your needs from the selections to your left!

The “cash register” POS system makes record-keeping easy. Purchases and returns can be input manually or through barcode scanners, with inventory updates made in real-time. Whether your business focus is retail, service, or construction, purchases and refunds are simple to record using your own customized fields. The CRM is integrated with the POS system, allowing you to easily keep track of customer transactions. RB’s software is capable of processing credit card sales, managing gift card balances, and keeping track of customer rewards programs.

POS System Keeps Track of All Transactions

Sales Orders Simplified

The Sales Orders module mirrors the cash register’s capabilities in an open-sale format and auto-generates customer profiles for future sales and marketing campaigns. It’s easy to construct quotes, convert leads, and facilitate sales in one place. Pre-set Insta-Text automatically includes contract language and signature lines, disclaimers, warranties, or return policies on receipts, which can be emailed, printed, or both. Built-in sales tools include suggestion pop-ups, essential information reminders, clearance item tracking, and a Game Tracker feature for incentivized selling. You can further streamline processes by printing picking tickets and directly sending service appointments, deliveries, and on-site sales calls to the Scheduler from the sales order section.

Software customized for the industry means all your scheduling services are fully integrated. Appointments can be appended to the schedule from within a sales order and are easily connected to the appropriate employee(s). The software also makes optimum use of AI technology to create itineraries and generate reports, saving your company both time and money.

Designed Specifically for the Pool Industry

Integrated Calendar for Any Size Team

Since scheduling and services implementation are core to many pool businesses, support for these is a core part of the software. The system automatically puts appointments on an integrated calendar, allowing you to assign service types according to your company’s specific needs and customer preferences. It also generates sales orders, invoices, service forms and checklists, and itineraries for your techs to follow (with or without directions, automatically updating to reflect the most fuel-efficient route) and sends alerts of schedule conflicts. Easy-to-use drag-and-drop access and a real-time mobile app save time and allow employees to share information across departments effortlessly. Check out some report options and see how RB’s software can make your business more efficient.

You’re in business to provide services and goods, but you also have to collect payment. Today’s customers like handling much of their financial transactions online and appreciate the option to receive and pay bills electronically. Accounts Receivable offers simple conversion of sales and service orders into A/R invoices, automated statement printing, and instant late fee invoice creation for overdue accounts. All of this is customizable to your business through a simple drag-and-drop interface that allows you to sort and export to Excel. The optional Online Bill Payment feature offers customers even more efficiency and convenience while reducing your expenses and saving time.

Quick and Easy Accounts Receivable

Accurate Inventory Management Improves Your Bottom Line

Our inventory tools streamline logistics, cycle counts, and inventory control. Your employees can search for inventory by department, category, vendor, or description effortlessly. The unique Simple Select lets you set markup or margin percentages for items and automatically calculates the retail prices. The Inventory Adjustments module simplifies bulk updates. Customer reps not authorized to make purchase decisions will appreciate using Wish Lists, which function as a “pre-purchase order” until approval is granted. The AP Costing module ensures correct billing and integration with QuickBooks, and the Inventory module manages orders, returns, and vendor credit memos. These are just some of the many options to choose from. RB’s onboarding process will help you customize your software to meet your needs perfectly.

RB links all customer interactions, streamlining sales, construction, and service processes down to the transaction level. Detailed customer profiles include purchase history, pool/spa specifics, images, issues, equipment, and more. This level of detailed and useful information enables you to provide exceptional customer service and inspire customer loyalty.

Knowing Your Customers Is Important to Your Bottom Line

Easy Access to Accurate Customer Information is Critical to Your Business Success

Easy access to accurate customer information is critical to your business success. An easy-to-use customer lookup interface allows employees to find every customer via almost any detail in their record. Customer profiles include purchase histories to help identify customer preferences and to track purchases and serial numbers. The software lets you attach images, schematics, and other useful files in typed notes or PDF formats. Watch how easy it is to quickly access and input common functions such as quotes, sales, and recurring or revolving services. You and your customers will both appreciate the time savings the software provides.

RB Mobile Live allows off-site employees to access features of RB software on the road. Using any internet-enabled device, techs can access scheduled jobs and vital customer information on-site, allowing them to spend less time in the office and more in the field. An entire day’s work can be managed from a table or smartphone – from accessing scheduled jobs and customer information to managing jobs and recording results (including images). There’s even the ability to track hours, update other departments, and accept credit card payments.

A Pocket Version of RB for Techs

Easy and Reliable Job Costing

RB’s integrated job costing application is efficient and cost-effective. An integrated system is tied to customer records and inventory, providing more accurate cost estimates. Track job progress with detailed records of activities and statuses and customize construction steps using project management tools for employee, subcontractor, and service coordination. Job costing also aligns with the Scheduler for appointments and daily tasks. It lets you set dependencies to ensure proper sequencing, like scheduling the electrical inspector after electrical work completion.

An optional module, the Job Costing solution allows you to calculate and compare actual job costs to estimates and track job progress with detailed records of activities and statuses. You can customize construction steps and use project management tools to coordinate between employees, subcontractors, and service techs. This robust solution allows you to generate reports on open and completed job status as well as specific stages across all jobs. It’s also integrated with accounts payable and billing. With more accurate job costing, you will realize higher sales and maximize time spent, resulting in greater profits.

Calculate and Compare Actual Job Costs to Estimates

A One-Stop Reporting Solution

RB’s fully integrated solution makes accounting easier. Your staff can automatically calculate and send journal entries to QuickBooks for recordkeeping. With hundreds of reports available, you can easily find the information you need about customers, inventory, sales, or employees. The Tools Section allows you to customize company details, categories, vendors, employee security, online bill pay, and water lab sync. It’s also easy to make adjustments as your business expands.

Need a quote?

Fill out the form at the link below. This will help us customize your quote to make sure every one of your business’s needs are met!

CLICK HERE

We don’t want you to purchase too much or too little software licensing. You should receive a customized quote from a team member in 1-2 business days!

Have a quote?

Simply sign your quote, scan it, and email it to your sales contact to begin your purchase and partnership with RB!

Email signed quotes to: sales@rbcontrolsystems.com

A member of our team will reach out and get your systems check scheduled — this is the first step in our installation!

Need to see more?

Email your contact at RB to discuss additional options and find the best purchase path for you!

Our team will get back to you promptly and make sure that you are comfortable with what you have seen and understand how RB Retail & Service Solutions can be a partner with your business!

Next Steps