BASIC
*$59.99
Monthly
Monthly
*$599.00
Yearly
Yearly
Trial 30 days
Trial 90 days
-
MOBILE APPLICATION FOR YOUR CUSTOMERS
-
Branded mobile app with your company logo and colors When customer install the mobile application on their phone it will be branded with your company logo, looking you have own company applications
-
Events calendar with visits
-
Push notifications for new reports
-
Easy contact with your company
-
GENERAL FUNCTIONALITIES
-
Automatic Clock-in & Clock-out based on company rules
-
Who is working today Have a look who is working with single click - real time monitoring
-
Stylish email exports for timesheets
-
Daily automatic backup On request with provided export file
-
On-line & Off-line mode for the mobile applications
-
Map Visits – visually monitor and optimize your visits
-
Multi-platform, Cloud-based solution available 365 days
-
Built-in help is easily accessible while using the application
-
Automatic planning of regular pool visits for a season
-
Stylish email exports for reports
-
Full control on report forms and preview
-
TECHNICIANS & MANAGEMENT - GENERAL
-
Track time and view payrolls
-
Keep track if planned Opening or Closing visit is approved by the client
-
Send push notification to the customer that the technician is on its way, when the navigate button is clicked and the technician confirm is going to the client
-
Store images and files for a pool
-
Organize pools by zones
-
Public and private notes on each planned visit
-
Add a private note on а report, visible to the company management only
-
Multi-language support (English & Spanish)
-
Automatic/Manual Route & Schedules optimization
-
Perform reports
-
Manage clients, technicians, entire work process
-
Enhanced management for skipped services
-
Compliance & Regulatory functions
-
Rich functionalities – but no extra complexity
-
Push notifications for actions require your attention
-
Push notification for schedule changes
-
MANAGE SCHEDULES
-
Auto generate entire season schedule for a technician
-
Insert new visits on demand to the ongoing schedule
-
Move visits from one schedule to another
-
Schedule add & Automatic (and manual) re-order
-
Schedule transfer to a nearest available technician
-
View planned visits for today (or any day)
-
View skipped visits from previous days
-
Follow the schedule status in the app
-
Specific emails can be updated with any schedule changes, created reports, skipped visits, or individual clock-in
-
Insert notes for a schedule visible to the technician
-
View visits of specific schedules or all schedules for the day on the map
-
MAP VISITS
-
Filter the visits by “logical zones”
-
Visual filter the visits by type & time range
-
Visually optimize all future visits
-
Visualize all future visits, which can be combined for better efficiency
-
Optimize the business efficiency
-
MANAGE CUSTOMERS
-
Address and contact information for a client
-
Ability to send a reset password email to the client
-
Ability to deactivate а client The client is not able to login in to the system, but his data remain
-
Ability to delete a client and all information related to him Pools, reports, etc.
-
Ability to delete a client but keep the pool information
-
The ability to link one client to multiple pools
-
MANAGE POOLS
-
Ability to tag the pool if it is in a construction state
-
Pool(s) transfer Transfer from one customer to another – helpful when the property owner changes
-
User information
-
Open/close notes
-
Follow all reports
-
Attach files to the pool
-
Assign default technician for a pool When creating a schedule and selecting the technician all planned visits for the day that are on pools with him set as default will be pre-selected
-
Attach pool images
-
General information for the pool as size, shape, pressure, and other specifics
-
Include notes for planned visits
-
TECHNICIANS MANAGEMENT
-
Timesheets - dynamic payroll calculation based on periods
-
Payrolls historyIncludes rate changes during the employment period
-
Check clock-ins for a period
-
View the clock-in location on the map
-
*Handle days offThe technician can request days off from his device, after approval by management they will be visible on the calendar, technician profile, and who is working today screen
-
Profile deactivation instead of deletion The user details will be kept until the company Administrator deletes or modify the user data (like clock-in/out logs)
-
CALENDAR
-
Customizable calendar with job events
-
Customizable settings
-
Quick look over all appointments on date-based manner
-
Filter by visit types
-
Filter by regions/ logical zones
-
Allows direct interaction with scheduled visits for specific date
-
INVOICING, ESTIMATES & QUICKBOOKS INTEGRATION
-
Integration with Quick books
-
Import new QuickBooks customers into PoolSoft clients
-
Link existing PoolSoft clients with QuickBooks customers
-
Keep track of invoice number for billable report
-
Keep track if invoice is payed for billable report
-
Keep track of estimate number for billable report
-
Keep track if estimate is approved by the client for billable report
-
Filter billable visits by “not invoiced”, “not payed”, “not estimated”, “not approved” etc.
-
Create Invoices
-
Track material costs and expenses
-
*Create Estimates
-
Import Clients from QuickBooks and other pool software On request with provided export file
-
SUBSCRIPTION FEATURES
-
Simplified plans – no hidden fees for data usage and support
-
Change between subscription plans on demand
-
COMPLIANCE & LEGAL
-
Lunch break (30 min) compliance regulation
-
Manual database export for your convenience
Green – Upcoming feature
STANDARD
*$119.00
Monthly
Monthly
*$1199.00
Yearly
Yearly
Trial 30 days
Trial 90 days
-
MOBILE APPLICATION FOR YOUR CUSTOMERS
-
Branded mobile app with your company logo and colors When customer install the mobile application on their phone it will be branded with your company logo, looking you have own company applications
-
Events calendar with visits
-
Push notifications for new reports
-
Easy contact with your company
-
GENERAL FUNCTIONALITIES
-
Automatic Clock-in & Clock-out based on company rules
-
Who is working today Have a look who is working with single click - real time monitoring
-
Stylish email exports for timesheets
-
Daily automatic backup On request with provided export file
-
On-line & Off-line mode for the mobile applications
-
Map Visits – visually monitor and optimize your visits
-
Multi-platform, Cloud-based solution available 365 days
-
Built-in help is easily accessible while using the application
-
Automatic planning of regular pool visits for a season
-
Stylish email exports for reports
-
Full control on report forms and preview
-
TECHNICIANS & MANAGEMENT - GENERAL
-
Track time and view payrolls
-
Keep track if planned Opening or Closing visit is approved by the client
-
Send push notification to the customer that the technician is on its way, when the navigate button is clicked and the technician confirm is going to the client
-
Store images and files for a pool
-
Organize pools by zones
-
Public and private notes on each planned visit
-
Add a private note on а report, visible to the company management only
-
Multi-language support (English & Spanish)
-
Automatic/Manual Route & Schedules optimization
-
Perform reports
-
Manage clients, technicians, entire work process
-
Enhanced management for skipped services
-
Compliance & Regulatory functions
-
Rich functionalities – but no extra complexity
-
Push notifications for actions require your attention
-
Push notification for schedule changes
-
MANAGE SCHEDULES
-
Auto generate entire season schedule for a technician
-
Insert new visits on demand to the ongoing schedule
-
Move visits from one schedule to another
-
Schedule add & Automatic (and manual) re-order
-
Schedule transfer to a nearest available technician
-
View planned visits for today (or any day)
-
View skipped visits from previous days
-
Follow the schedule status in the app
-
Specific emails can be updated with any schedule changes, created reports, skipped visits, or individual clock-in
-
Insert notes for a schedule visible to the technician
-
View visits of specific schedules or all schedules for the day on the map
-
MAP VISITS
-
Filter the visits by “logical zones”
-
Visual filter the visits by type & time range
-
Visually optimize all future visits
-
Visualize all future visits, which can be combined for better efficiency
-
Optimize the business efficiency
-
MANAGE CUSTOMERS
-
Address and contact information for a client
-
Ability to send a reset password email to the client
-
Ability to deactivate а client The client is not able to login in to the system, but his data remain
-
Ability to delete a client and all information related to him Pools, reports, etc.
-
Ability to delete a client but keep the pool information
-
The ability to link one client to multiple pools
-
MANAGE POOLS
-
Ability to tag the pool if it is in a construction state
-
Pool(s) transfer Transfer from one customer to another – helpful when the property owner changes
-
User information
-
Open/close notes
-
Follow all reports
-
Attach files to the pool
-
Assign default technician for a pool When creating a schedule and selecting the technician all planned visits for the day that are on pools with him set as default will be pre-selected
-
Attach pool images
-
General information for the pool as size, shape, pressure, and other specifics
-
Include notes for planned visits
-
TECHNICIANS MANAGEMENT
-
Timesheets - dynamic payroll calculation based on periods
-
Payrolls historyIncludes rate changes during the employment period
-
Check clock-ins for a period
-
View the clock-in location on the map
-
*Handle days offThe technician can request days off from his device, after approval by management they will be visible on the calendar, technician profile, and who is working today screen
-
Profile deactivation instead of deletion The user details will be kept until the company Administrator deletes or modify the user data (like clock-in/out logs)
-
CALENDAR
-
Customizable calendar with job events
-
Customizable settings
-
Quick look over all appointments on date-based manner
-
Filter by visit types
-
Filter by regions/ logical zones
-
Allows direct interaction with scheduled visits for specific date
-
INVOICING, ESTIMATES & QUICKBOOKS INTEGRATION
-
Integration with Quick books
-
Import new QuickBooks customers into PoolSoft clients
-
Link existing PoolSoft clients with QuickBooks customers
-
Keep track of invoice number for billable report
-
Keep track if invoice is payed for billable report
-
Keep track of estimate number for billable report
-
Keep track if estimate is approved by the client for billable report
-
Filter billable visits by “not invoiced”, “not payed”, “not estimated”, “not approved” etc.
-
Import Clients from QuickBooks and other pool software On request with provided export file
-
Create Invoices
-
Track material costs and expenses
-
*Create Estimates
-
SUBSCRIPTION FEATURES
-
Simplified plans – no hidden fees for data usage and support
-
Change between subscription plans on demand
-
COMPLIANCE & LEGAL
-
Lunch break (30 min) compliance regulation
-
Manual database export for your convenience
Green – Upcoming feature
* Prices are VAT eligible for specific areas based on the local regulations
All subscriptions include reasonable quotas, which are enough for a company with 400-500 active clients.
Free Quota | Above Free Quota | |
GB storage GB downloaded Upload operations Download operations | 5 GB 1 GB/day 20K/day 50K/day | $0.10/GB $0.24/GB $0.10/10k $0.01/10k |
If any charges appear the client will be informed, as an invoice will be sent when the total amount reaches $30 or above.
To give you an example:
- 5GB storage is approximately 9000 images.
- If your technicians attach 1 image per report, they will have to send ~= 9000 reports to reach out the quota. If you have 1800 images above the quota is ~= 1GB, which will cost you $0.10 a month.
- In addition, you will be able to delete images for reports that are too old(before a specific date) and clear some storage.