PoolPoint FAQ
Q. Why use it? How will it help me?
A. Convenience and efficiency (for both you AND YOUR CUSTOMERS)!
Whether your pool service is a one-pole operation or it has 20 full time employees servicing your customers' pools, PoolPoint will add organization, efficiency, and PROFITABILITY to your operation through helping in these mission critical business areas:
Recurring Billing and Auto-debits: Throughout a given month you and/or your pool service personnel enter their service activities for each pool and the chemicals and/or supplies used on each visit, and at the end of the service month you sit down at our "Bill Authorization" screen and create bills.
All this involves is reviewing all the items on each customers' bill, editing as needed, then clicking a "Finalize" button. When you finalize a bill, (1) a printable bill is displayed, (2) if you entered a billing email address for the customer then the bill is also immediately emailed, (3) an invoice record is added to that customer's account to accurately reflect the customer's new balance, and best of all, (4) if you are a Processing Point merchant and that customer gave you authorization to charge his/her credit card for your services, then the credit card you entered for that customer is automatically charged for the amount of the invoice and the funds deposited directly into your checking account THE NEXT BUSINESS DAY (no more waiting 3 weeks for your customers' checks in the mail)! This is also something your customers will also appreciate: No more needing to sit down, write a paper check, stuff it in an envelope, put a $4 postage stamp on it (OK, we're exaggerating a little), and mail it. They are automatically charged like they probably are for every other service they use.
Scheduling: By entering your pools and service personnel accurately, weekly route sheets are automatically generated for you.
Service Reporting: Our service report entry screen allows an easy way for your and your service personnel to enter their activity, chemicals, and supplies for each pool visit. This screen is especially helpful for pool services with more than one service person. Each service person can be set up as a user of the system so that he/she can log into Pool Service Software from anywhere and enter his/her pool service activities. Our system allows you to set up multiple users of your system and assign them the appropriate "Authorization" level so that they can only see and do things they should see and do (an "Employee" level user can only view information about the pools assigned to him/her, and they can only view their own user record, but they cannot view other pools, other users, or access parts of the system they shouldn't, such as billing/accounting).
Profitability Reporting: If you enter accurate price and cost values in the Catalog screen, and you accurately enter the amount of chemicals/supplies used on pool service visits, then the system has everything it needs to tell you how much profit you are making on each pool. This is especially helpful for pools that are "Chemicals Included" (since you need to be sure you are charging enough to cover the cost of chemicals).
Q. Is PoolPoint Software a "web site"? Why?
A. PoolPoint is a Software as a Service, which means that it is a software program that you access and use over the Internet. For you this means that there is no software to purchase or maintain. Just log into the system any time you need to use it.
Q. Why use PoolPoint instead of other pool service management software options?
PoolPoint has many advantages over other software offerings. Here are a few things that set us apart:
- We are web-based
- We charge a flat $59.00 /month fee
- Our system is specifically designed for pool services, not "service industries" in general like many others
Bottom Line: Just about very competing product we found was either (1) Very full-featured, doing more than nearly any "normal" pool service would ever want, but costs $600+ to purchase; (2) Is designed generically for "service industries", not specifically for pool services; and/or (3) is installed software on your own computer. Pool Service Software (1) does everything you NEED and not a lot more, and costs a flat $59.00/month; (2) Is designed SOLELY for pool services; and (3) is all web-based.
Q. How do I get started?
A. So you're convinced and want to know "What next?" The first step is to click the "Start Now" link on the left menu bar, fill out the fields on the screen that appears, then click "Save". That will initialize your account.
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