Pool Notes is a set of online tools that will make your business better.
Pool Notes is a custom built, online tool set designed by Pool Professionals for Pool Professionals. It is a secure online database for your customer and pool information. Once entered, your business's information will only be accessible by you and your employees. Pool Notes then supplies a suite of tools to use in your office or in the field. Access customer contact information, track cleaning routes, schedule repairs, and much, much more!
It will work on any device with an internet connection; iPhone or Android. Whether in your office or your truck, any information entered into Pool Notes will be instantly and accurately reflected across the entire system. So, whether your office manager needs to know if you've visited a pool, or you need to sit down at the end of the day and review the parts you've installed, Pool Notes will have the most up to date and accurate information every time!
Track Customer Billing & Contact Info
Track Pool Equipment & Maintenence Info
Record Weekly Cleaning Info
Build & Manage Weekly Routes
Print Daily Route Sheets
Assign Pools to Employees *
Create, Track, and Manage Repairs & Service Calls
Track Parts for Purchasing and Installation
Track Items that need to be Billed
Auto Generated "To-Do" list based on your inputs
Auto Generated List of Missing Billing & Pool Info
Pool Notes was designed to be easy to learn, and easier to use. Clean layouts, intuitive navigation, and simple controls will allow you to start using Pool Notes for your business in no time flat. Still having trouble? Don't worry, we're here to help. We've built helpful "How-To" guides to help get you started. If you're still having trouble, give our helpful team a call and we'll walk you through it over the phone.
At Home or In the Field
Our custom tools are built to run on anything with an internet connection. Our tools are built to run on iPhone, iPad, Android Phones and Tablets, and Blackberry. You can also access your Pool Notes tools from any desktop computer. Once you create your account, you will be given a custom web address that you can use to access your business information anywhere in the world!
Pool Notes gives you the information you need, when you need it. Our mobile phone tool shows you the next customer in your route, their address and phone numbers, any custom notes you wrote about their pool, and all the cleaning information you entered from last week. You know where you're going and what you're going to do when you get there. With a few quick taps, you can tell Pool Notes what you did this week and save it to the database. Your next customer and their infomation will pop up automatically, ready for the next stop on your route.
The Tools You Need in Your Hand
Pool Notes gives you the tools you need to get done quick. Need directions to the next pool? Pool Notes will give you a map that will take you straight there. Need to contact the customer? One click and Pool Notes will dial their number on your phone or send a custom text message. Need to schedule a repair or buy a part? Just type in what you need and Pool Notes will take care of the rest. Whatever you need to do, Pool Notes can do it for you in just a click.
Improve Your Business
Everything in One Place
Pool Notes has tools to track everything you need to run your business: Customer contact information, pool equipment, cleaning records, parts you need to purchase, services you need to bill, and much more. All of this information is no more than a few clicks away from either your smart phone or a desktop computer. Stop digging through your truck looking for that important note. Stop scrounging for a pen and paper when a customer calls you asking for a quote. Simply enter the information into Pool Notes and access it later; anywhere, anytime.
No More Loose Papers
How many times have you written a note about your business on a piece of paper or a business card, only to lose it later? With Pool Notes, you will never have that problem again. Once you enter information into the Pool Notes system, it is saved instantly and remotely. Dropped you phone into the pool? No problem; Pool Notes still has all the information in its databases. So, grab a spare phone and pick up right where you left off, with nothing lost or forgotten.
Do you manage a team of employees? Pool Notes Corporate Edition is a must have for your business. Any information your team adds to Pool Notes on their phone is instantly accessible anywhere. You can track their progress in real time, or have the parts they need waiting for them when they get back to the shop.