Contents
Introduction
Most business owners are looking for efficient software to handle their pool service business as it can increase the quality of their customer service and automate all procedures, from scheduling to invoicing. But at what cost do these benefits come?
Most small business owners feel that incorporating technology at an early stage might be expensive, but that is not true. Different pool service software allows you to choose a few features and pay for them.
You must research correctly and select software that allows you to customize their features and pricing plans.
How to choose the best pool service software?
Before looking for a pool service tool, you need to list what you want the software to handle. Do you want it to send invoices to customers and allow them to book your service through the app, or do you want to use it to stabilize your internal processes?
Answering these questions will help you look for the right software because, as a small business owner, you do not need all the features. If you are confused about which aspects to consider before selecting a pool service software, read our blog.
There are three different types of software that you can use for your pool service business. They are:
1. FSM-equipped pool service software
Field service management software helps you to automate mundane tasks and deliver optimum customer service. They have pre-made templates with features where you will have to fit your process as there is little room for customization.
2. No-Code Tools
You do not need a technical team to launch your pool service software with no-code tools. They have drag-and-drop templates which are completely customizable based on your processes.
3. Developers/Agency
The third category includes custom software which requires a technical team who can write the codes and develop a pool service app from scratch. It is expensive and has lesser flexibility for tweaks once launched.
9 Best Pool Service Software
1. Jobber
Over 100,000 service professionals across 43 countries use Jobber for field service management. Jobber automates and optimizes online booking, scheduling, quote management, and invoicing for your pool service business.
Features
The dashboard gives a service business overview.
It helps you create, send, and track quotes to close more leads. Jobber lets you build detailed company-branded quotes as well.
It has an online gateway that connects you with clients who can approve quotes through Client Hub.
Pros
Automated payments and scheduling options that make the process easy.
The CRM feature is easy to use as it helps manage customer interactions.
Cons
Jobber's mobile app lacks two-way texting.
Customers say the platform lags when many people are signed in.
Integrations
Its top integrations are Fleetsharp, Mailchimp, Quickbooks, Stripe, and Zapier.
Check other integrations here.
Customizability and Mobile Friendliness
You can customize the pool service software when you opt for higher plans. It is available on both Apple and Google Play stores.
Chris, in consumer services, stated Jobber has fantastic customer service and product support.
Joel from the utility industry stated Jobber might do better if their program handled customer credit on account and lowered their monthly bill.
Pricing
You can try it for free for 14 days, and then the basic plan starts from $35/month.
2. Workiz
Workiz helps to stabilize field service teams. The all-in-one platform simplifies scheduling, estimating, invoicing, payment processing, and communication.
Features
They have a drag-and-drop, color-coded calendar for job scheduling. The filter helps to schedule by days, weeks, months, personnel location, and availability for optimal efficiency and visibility. You can even integrate a widget onto your website or social listing to let customers request services.
Allows to segment field employees and teams by location for effective dispatch and scheduling. Track clock-in/clock-out hours, job status, pending tasks, and more to manage service orders.
Track job leads from multiple sources in this pool service software.
Pros
Ideal for small-to-medium on-demand service enterprises
Online bookings and call booking helps to increase leads and customer service.
Workiz gives consumers an option of two-way messaging
Cons
Workiz limits monthly text messages and phone calls
Fast API inhibits third-party integrations.
Lacks a customer portal.
Integrations
It integrates with Apple Calendar, Outlook, QuickBooks, MailChimp, Zoom, and CompanyCam.
Check more integrations here.
Customizability and Mobile Friendliness
It offers flexibility by allowing you to customize fields for client forms and employee tasks. The pool service app is available on Android and Apple devices.
Ahmed O. remarked it's a field service app with an excellent phone number and lead tracking system for marketers or anyone figuring out your ROI.
James K. had trouble dialing customers when entering a passcode. Unrecognized numerals were frustrating.
Pricing
They offer a free plan for two members for life. Paid plans start from $225 per month for five members.
3. HouseCallPro
Housecall Pro automates and optimizes field operations for your pool service business. This solution incorporates online booking, quote administration, scheduling, and billing.
Features
Helps to integrate customer information into CSR to make bookings
You can customize real-time timesheets for your field staff
Offers a lot of flexible payment options where you can even send a personalized payment link to your customers
Pros
Businesses may effortlessly manage recurring jobs with automated billing and flexible scheduling.
Customer feedback drives Housecall Pro's product roadmap.
Email and postcard marketing techniques assist firms in attracting clients.
Cons
Housecall Pro includes automation tools but does not quote follow-ups.
Lacks a client portal.
Housecall Pro's most expensive plan has an open beta API.
Integrations
Integrates with Gusto, NiceJob, MailChimp, Podium, QuickBooks Online, ResponsiBid, and Zapier.
Check which other integrations Housecall Pro offers.
Customizability and Mobile Friendliness
It has little room for customizability, but it is available on both Apple and Android devices.
Paul M., the owner of an electrical/electronic manufacturing company, enjoys the customer service team. The pro-vote feature is intelligent and helpful.
Rosemary P., a construction firm owner, wants inventory management and dislikes Stripe for payment processing.
Pricing
They offer a 14-day free trial, after which the basic plan starts from $49 per month.
4. ServiceTitan
ServiceTitan's mobile, cloud-based pool service software combines scheduling, invoicing, dispatch, sales, marketing, and reporting. It includes industry-leading techniques to help you streamline processes, enhance sales, give a better customer experience, and cut expenses.
Features
You can browse scheduled jobs to see where technicians are working. It helps you avoid overloading one technician and underworking another.
When calls come in, the program populates with the customer's information so you can identify who it is before picking it up. It makes making appointments easy and gives clients a personal touch.
The software's reporting tools give a visual breakdown of your pool service business.
Pros
Robust Features
Call automation is straightforward
Cons
Costly pool service app
Some find it feature-heavy.
Integrations
Integrates with Seal, GreenSky, ClearPath, Nexstar, QuickBooks, Sage, TomTom, Fleet Tracking, Intacct, VitalStorm, iManifold, Zapier
Check other integrations of ServiceTitan.
Customizability and Mobile Friendliness
Dashboard and quote management in this pool service software are partially customizable. They have an excellent mobile interface.
Katherine H. from CSR enjoyed the ability to add a lot of detail on a location/customer, but she believes some of the info should automatically fill in.
Aaron R., an operations manager, disliked that the pool service software seems detached from the software workflow.
Pricing
You can inquire about their pricing plans on their website.
5. Kickserv
KickServ manages bids and estimates, tasks, planning, dispatch and invoices through a shared web calendar. Its customized interface monitors and automates corporate workflows.
Features
Offers one-click scheduling for recurring and maintenance service orders.
Automatically assigns jobs to field personnel based on skill and distance.
Send work order requests, dispatch directions, and route instructions to field technicians.
Optimize field operations with real-time location-based on check-in, check-out, and status updates.
Manage employee timesheets for each project, record labor costs for streamlined payroll processing, and avoid timesheet errors and payment anomalies.
Pros
Operational transparency
Reduces paperwork, improves communication
Cons
Timekeeping is manual in this pool service software.
Unresponsive customer service
Missing inventory management
Integrations
The pool service tool integrates with Excel, Dropbox Business, Mailchimp, Google Calendar, Stripe, Quickbooks Online, Xero, and Outlook.
Check integrations here
Customizability and Mobile Friendliness
It gives users a custom interface for their pool service business workflow. Available on Android and Apple both.
According to Yvonne G., founder/president of Computer & Network Security, the best feature of this software is customer service.
Consumer Services' Linda had trouble viewing attachments in the field.
Pricing
It has a free plan for up to 2 users for small business owners. Premium plans start from $47 per month for 5 users.
6. Buildertrend
Buildertrend simplifies business operations in your pool service software. It stabilizes bid requests, email marketing, and leads.
Features
Automatically manage messages, emails, comments, and task-specific data through email and smartphone push alerts.
One hub for creating, comparing, distributing, and saving bids.
Users can set deadlines, receive reminders, accept offers, and sign client contracts.
Pros
Communicate effectively with clients and staff
Change Invoices within the pool service software.
Cons
Not user-friendly until you get the hang of it
QuickBooks integration is time consuming
Integrations
You can integrate it with STACK, WordPress, Dropbox, QuickBooks, Outlook, Gmail, and QuickBooks Online.
Check all integrations here.
Customizability and Mobile Friendliness
The pool service software is not very customizable. It is present in both Android and Apple stores.
Solar Consultant Brian D. said his installation crew appreciates using project management to track service orders.
Administrative assistant Boone D. remarked the accounting functions are simple and lack necessary functionality.
Pricing
The basic plan starts from $99 per month for the initial 2 months, and then the price increases to $399 per month.
7. Fieldwork
It is a pool service app that supports pool care businesses. You can view job tasks, schedule appointments, and facilitate customer payments.
Features
Get intuitive insights into your operations with a visual dashboard
Monitor cash flows to stay on budget.
Offer great customer service with its CRM portal
Send automatic reminders to customers to pay
Pros
Transparent pricing
Top-notch customer service
Cons
Difficult to connect with third-party tools
Bulky Settings
Integrations
Fieldwork integrates with Paypal, Stripe, Google Calendar and Quickbooks Online.
Check all the integrations here.
Customizability and Mobile Friendliness
Fields that are auto-populated with work order templates are customizable. The pool service software is mobile-friendly and is available on Apple and Android devices.
A verified user said their CSR is fantastic as it quickly answers all his questions.
Lori B., a marketing director, couldn’t find any sub-categories under the help menu for easy answers to common questions.
Pricing
Offers you a trial version for free for 2 weeks. Later, a startup plan costs $59 per month.
8. ServiceM8
ServiceM8 reduces paperwork and manages field activities. You can easily start sending estimates, scheduling work, managing field staff, and handling bills, reports, and on-site payments.
Features
You can view job and client details from anywhere. Also, send field employees all job-related information through the platform.
Break each job into smaller tasks and checklists to ensure on-time delivery.
Track and manage technicians and field employees with real-time location, navigation, and job arrival/progress check-in.
Pros
Send invoices easily
A unified dashboard of service orders
Cons
Lacks inventory management
The system overwrites QuickBooks integration.
Integrations
Integrates with Mailchimp, Google Analytics 360, QuickBooks Time, Google Calendar, Stripe Quickbooks Online, and HubSpot CRM.
Check all the integrations in detail here.
Customizability and Mobile Friendliness
This pool service tool offers limited customizability. It is available on Apple devices, but Android smartphones aren't supported.
Timothy S. likes how easy it is to personalize email templates and send due invoice notices via email.
Sam B. said outside sales support is expensive in this pool service app.
Pricing
The basic plan costs $9.0 per month.
9. SmartService
Smart Service dispatches and schedules field service technicians. It is a field service QuickBooks app that helps to schedule and dispatch data from there in a single click.
Features
Schedule tasks to eliminate guesswork and help staff know what to do when.
Import QuickBooks employees, contacts, products, and services to schedule customer work. Real-time updates help to reduce double data entering.
Track client information with user-defined fields and optional modules. Customize it to match corporate needs while preserving company functions.
Pros
Helps to schedule all the service orders
Simple integration with QuickBooks
Cons
Unintuitive reminders
Few custom fields and reports.
Complex UI
Integrations
Integrate it with Dropbox Business, Google Calendar, Quickbooks Online, and QBO Advanced.
Check all the other integrations here.
Customizability and Mobile Friendliness
This pool service software is highly customizable and available on Android and Apple devices.
Albert D. F. noted that using tablets eliminates technicians' handwriting errors and allows customers to sign work orders, eliminating misunderstanding afterwards.
Nate N., Owner/CEO, stated the adjustable design demands software-savvy administration.
Pricing
The cost is based on concurrent users, which you can check from their website.
Bottom Line
Field service management software offers an array of features. As a small pool service business, you might not need all of them immediately. Instead, list the required features and look for a plan that only provides those.
At the same time, opting for customizable software is a good idea, as you can tweak them based on your processes. Not all FSM software are customizable, but that is not the case with no-code tools.
No-code tools like UTILIZE are very flexible and highly customizable. To understand how it works, head to the website.
