Pool Office Manager

Pool Office Manager is a software platform designed to streamline and optimize pool service business operations. It is tailored for pool service companies, maintenance companies, cleaning companies, repair companies, and installation companies. According to the vendor, Pool Office Manager is suitable for businesses of all sizes. With its range of features and functionalities, this software solution aims to assist in managing jobs, routes, customers, inventory, and invoicing, while improving scheduling and collaboration between office staff and field crews.

Key Features

Optimize Routes & Schedules: According to the vendor, Pool Office Manager allows users to create optimized routes for crews with a single click and efficiently schedule various pool services, such as cleanings, openings, closings, and repairs. Real-time management of jobs, crews, and locations is said to enable fast and easy changes to routes.

Invoicing & QuickBooks Integration: The vendor claims that Pool Office Manager streamlines the invoicing process by generating daily, weekly, and/or monthly invoices. Users can accurately track services and parts for revenue and profitability. The software also integrates with QuickBooks Desktop, QuickBooks Online, and Stripe for seamless invoicing.

Field to Office Sync: Pool Office Manager is said to facilitate seamless collaboration between office staff and field crews by providing access to customer data, gate codes, pet information, and other details in the field or office. According to the vendor, users can make one-time schedule changes, view open invoices, and send digital post-service reports via email or text, including pictures.

Job and Chemical Tracking: Users can customize digital reports for various types of services and convert existing paper tickets/forms into a digital format, according to the vendor. Pool Office Manager is designed to track job details, chemical usage, costs, and service times. The software also allows users to set dosage strengths and chemical level targets for accurate chemistry calculations.

Easy-to-Use Interface: The vendor states that Pool Office Manager offers a user-friendly interface that is easy to navigate and understand. The mobile app is designed for field users to learn in 10 minutes or less. Office users reportedly have access to videos and live support for scheduling, invoicing, and technical questions. The software also provides customizable service reports, chemistry calculations, and company settings to enhance usability.

Equipment & Inventory Management: According to the vendor, Pool Office Manager enables users to track and manage inventory in real-time. The software can integrate with barcode readers for faster tracking. The built-in suggested order calculation is designed to facilitate efficient supply management. Usage and profitability reporting is said to help users easily reorder supplies and parts.

Employee Time Tracking: Pool Office Manager offers a Time Clock functionality to digitally track employee work hours, according to the vendor. Users can run weekly reports with location verification for payroll purposes.

Reporting and GPS Tracking: The vendor claims that Pool Office Manager provides real-time reports and analytics for pool service businesses. Users can track jobs, chemical usage, costs, and service times. The software also offers GPS tracking to monitor the locations of staff in the field.