Paythepoolman Pool routing Software Features and Benefits
Paythepoolman is not just a clever pool routing software name. Although I do love the name! It will do so much for your pool service company and below is a list of some of the features and benefits you will get with the software/app. You can learn more and watch videos on their site to learn more: https://www.paythepoolman.com/
Online Invoicing & Online Payments Included:
Customers receive their invoices instantly.
You collect online payments within minutes of signing up.
Employee Routing, Tracking & So Much More:
When it comes to having employees, you want to be as efficient as possible while providing excellent service. Easy Drag n Drop Routing from a tablet or computer 1-Click find the 5 closest pools for the most optimal routes. Automatic Email Proof of service with Pictures & more. Easily track your routes from your Owner Dashboard. Track Chemical Readings, track Chemical Usage, track Employee time worked or Pools serviced per week. Get Repair Request with pictures and quickly turn them into estimates and Customer communication. Only $10 per employee each month.
Paythepoolman Interchange:
Easily add phone records and quick notes to track a customer’s journey. Customer onboarding,
view video & images to schedule properly. See service and repairs statistics.
Interchange the industry's first contactless system:
One-click requests can be used for text messaging, social media & emails. Request information for bidding without leaving the office or job site. Your customer will send you video & images from their device to use on the bidding process. Eliminate the competition by being the first to bid. Have the customer input their data entry saving you time. Keeping efficiency a top priority, now you can be in multiple places without losing time.
Find which customers or employees are costing you the most:
Get a quick snapshot of the last 6 months of chemical costs. See your top 50 costly customers in order!
Find a breakdown of your employee's cost vs your other employees, or stack them up to see their test performance. Search out any specific customers for a list of their chemical cost by service stop.
World Class Route Optimization:
Making a route efficient has never been so easy. Optimize an employee route with one click of a button.
Quickly see how much time will be saved by driving less. Stop wasting gas and keep driving distance to a minimum. Automatically calculate and change your route on demand.
Use the Pool Junction App from Paythepoolman:
Giving your company the ultimate professional appearance. Have a direct channel to your customers. Push notifications open a new world of communication with your customer. Auto notifications are sent for every invoice, bid, service stop, repair needed & more. Customers can make payments directly from the app. Customers can approve bids directly from the app. Customers can view previous service stops directly from the app. Customers can view messages from you directly from the app.
One-Click Book Keeping:
Keep your customers up-to-date with one click. Text a reminder to bring accounts current & pay online. Send an email reminder to make a payment. Print a late notice showing past payments and invoices.
Run Your Billing in Minutes:
Create your invoices with just three clicks. On the go, or from your home. Add extra work to that month's invoice. Edit your invoice, email all invoices, and print all invoices in minutes.
Mailing Service:
Save time and avoid the hassle of paper invoices when running your billing. No more running out of printing or shipping supplies. Eliminate late nights & stuffing envelopes as your time is valuable.
Late Customers:
Dealing with late customers has never been so easy. 1 Click Text Reminders. 1 Click Late Fees. 1 Click Email Reminders. 1 Click Email Statements showing 6 months of Invoices & Payments. 1 Click Printable Statements showing 6 months of Invoices & Payments.
Get bids approved online:
Stop waiting for approvals on your bids. The customer can approve your bid while they are at work, at the mall, or even at their kid’s soccer game using their phone. You will receive an email & push notification with their signature for approval and their contact info to easily schedule the work.
Schedule repairs:
Easily schedule repairs and keep track of up to 20 employees completing repairs.
Calendar views by Month
Calendar views by Week
Calendar views by Day
Calendar summary list
Track Filter Cleanings:
Stay organized and track when filters are coming due to be cleaned or past due on your dashboard automatically.
Track Salt Cell Cleanings:
Don't miss a salt cell cleaning again with automatic tracking in Paythepoolman.
Stop losing money from credit card processing fees:
Set a fee to be added to any credit card payment taken in the system to offset transaction fees right away with a click of a button. Saving you up to thousands every year.
View Gate/Lock Codes:
Never get stuck without the front gate code or combination to gain entrance. View all Customer's Codes with one click. Perfect for your phone/tablet. Stop searching for the right code.
Log Customer's Equipment:
Log all of your customer’s equipment with all relevant data and 5 images per piece of equipment. Logging the equipment will eliminate these common questions.
Can't remember what part you need at the part store?
What size pipe do you need?
What horsepower was that motor?
What was that cartridge number?
Be able to walk customers through questions better
Be organized and more time-efficient
Search by Address or Name:
Can't remember your customer's name? We have you covered just start typing any part of your customer's address into our search box and we will help you find them. You can also search by name.
Mass Emails:
Send a quick, professional email to all of your customers with a few clicks of a button!
Vacation Notices
Sick Notices
List a product sale for the month
Remind customers to clean out baskets when windy
Announce price changes
Stop guessing how much a pool is costing you:
Paythepoolman Plus lets you see your chemical cost live while entering it during your service stop.
Quickly see your saturation index:
No reason to stop your testing and do the calculations we got you covered. See the LS Index, no extra steps, no more wasted time at the customer's house, and see what adjustments need to be made on the fly.
An Awesome Shopping List:
Keep track of items needed easily in the office or the field. Track if an item has been requested, bought, loaded onto a truck, or installed. Take images of the item you need to help get the correct part the first time.
Record your filter readings:
Quickly lookup filter readings that were recorded during a service stop.
Download transactions from your bank account:
Capture images of receipts or invoices. Use "Quick Receipts" to save invoices or receipts to log later(keeping you on the move). Monitor custom goals you set for the year. Easily Convert from Quickbooks, we've made it easy for you to bring your customer information to paythepoolman.com!
Quickbooks Integrations Beta:
If you cannot leave your Quickbooks Online behind, do not fear! Paythepoolman gives you the ability to use all of our features and then send your billing info to Quickbooks at any time.
Send Invoices from Paythepoolman to Quickbooks
Send Customers from Paythepoolman to Quickbooks
Send Payments from Paythepoolman to Quickbooks
Send Income Items from Paythepoolman to Quickbooks
Send Expense Items from Paythepoolman to Quickbooks
Send Bids from Paythepoolman to Quickbooks
Send Vendors from Paythepoolman to Quickbooks
Send Expenses from Paythepoolman to Quickbooks
Is it time to raise your rates:
Paythepoolman gives you the quickest solution to handle a mass rate change, or simply one by one. You can choose to raise your rates by percentage or a flat rate. Paythepoolman even gives you a template to customize, explaining to your customer why their rate has gone up.
As you can see there are just a ton of features available for a low monthly price.
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