Pool Service Business Software

Estimates
Scheduling
Billing & Invoicing
Customer Management
Reports & Dashboard
Quotes & Estimates

Estimates

Creating competitive quotes and sending estimates to customers faster than your competitors means more business opportunities. This is what Field Promax pool service business software enables you to accomplish. It allows you to create, share, and track estimates from anywhere, anytime.

Here is what you can do with this cutting-edge software:

Create estimates and send them for customer approval
Manage all your work orders and customer information on a single platform
Automatically turn estimates into active work orders
Let technicians add or modify items in the estimates directly to from the job site

Scheduling

Scheduling & Dispatching

Running a pool service business is nevertheless a hectic affair. You need to juggle between a hundred different tasks at any given point. This does not just include installation, maintenance, or repair at the customer’s place; you also need to take care of scheduling the best technician, creating the best estimate for the job, managing the inventory and paperwork in the best way possible, and so much more. Field Promax brings you the best pool service business software to handle it all—on a single platform.

Here is what you can do with this cutting-edge software:

Schedule and dispatch the best technicians with just a click
Manage all your appointments on a comprehensive dashboard
Provide your field technicians with the best routing options to save time and gas money
Manage all your customer information and job details on the cloud
Access necessary information from your mobile device, regardless of where you are
Create final invoices and get paid online, right on the job site

Billing & Invoicing

Create accurate invoices and share them with customers on the go with Field Promax pool service business software. It is the best pool business software to regularize and speed up your payment cycle.

Integrates with QuickBooks
Use the integrated customer database to create invoices with a single click
Avoid errors and conflicts in the final invoice
Keep track of operations costs
Charge different prices to different customers with the custom pricing module
Collect online payment

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Customer Management

Provide your customers with the convenience and flexibility to reach out to you and ensure the best-in-class customer experience with the best pool scheduling software.

With the link provided by Field Promax, let your clients directly ask for quotes via your website
Turn approved estimates into work orders and schedule appointments with a click
Share images as proof and update job status
Alert customers before scheduled appointments
Promptly inform about the rescheduling of appointments or changes in the work orders
Get the invoices approved with digital signatures

Reports and Dashboard

Field Promax efficiently offers valuable insights and analytics that can help you deliver a fully connected field service experience. The comprehensive reports and analytics provided by the smart pool service business software could be instrumental for your business operations.

Easy view of calendars, schedules, work orders, and finances in one single platform
Customization as per your business needs
Dynamic dashboard with real-time updates
All reports can be exported to Excel

Dynamic Team Management

Quotes & Estimates

Take control of your operations with the team management feature from Field Promax Software. Our cutting-edge pool service software allows you to easily manage user rights and create admins to control access to databases. Keep an audit trail of all interactions and work statuses during the lifecycle of work orders.

Assign team leaders with access to the team database for organized operations
Assign crew leads to track and update time for the crew members
Give your technicians supervised access to job order details for improved first-time fixed rates
Allow customers to view their work orders and stay updated on job progress
Customize security settings to match your process needs