Many pool installation and maintenance businesses still use paper processes, or they use multiple applications to keep track of their work tasks. Ultimately, both of these ways prevent pool businesses from achieving high levels of efficiency. Billing, scheduling, inventory management, and routing can be tedious and time consuming tasks if they are not kept in one system, such as a pool service management software. Streamlining work tasks results in an easy workflow. A single application to manage all important tasks allows for more productivity and time spent on truly serving your customers. During busy seasonal times where pool services are in high demand, it is imperative that these businesses streamline their operations with software that provides automation and efficiency.

In this blog we will discuss how traditional methods of managing pool service tasks can negatively impact pool installation and maintenance businesses, and how you can streamline your business with field service management software. 

Different billing processes

Evidently, there are many services a pool installation and maintenance business provides, each with their own set prices and processes. Pool repair, maintenance, and installation fees have different rules, and using paper processes or even memory to bill customers for different services can result in error. Without billing rules and set procedures, the billing process can be tedious and long as pool technicians have to search through paperwork and manually invoice their customers.

Seasonal and high-demand scheduling 

Manually scheduling technicians to complete pool services during busy times can be extremely time consuming. Sometimes, during high-demand periods, scheduling has to be done weeks in advance and when last minute jobs are created, assigning technicians to jobs can be difficult. Seasonal times where pool services are in high-demand is a good example of when traditional scheduling methods may not suffice. Appointments can be scheduled abruptly, leaving office staff scrambling to find pool technicians to fill time slots. Without an easy system to schedule jobs immediately, times where pool services are in high-demand may be challenging and chaotic.

Paperwork instead of automation

Using paper processes for payments, scheduling, inventory management, and routing results in inefficiencies for office staff and pool technicians. Without using automation for these processes, businesses are left behind, wasting valuable time on processing paperwork. Not only do pool service businesses waste valuable time with paper processes, they also risk losing or misplacing documents, experiencing miscommunication, and creating longer waiting times for their customers.

Streamline your pool installation and maintenance business with ServiceEcho

Pool installation and maintenance businesses experience high levels of bookings during seasonal times, particularly between spring and fall. This means pool businesses must be as productive as possible during these high-demand periods when bookings increase significantly. In order to maximize productivity and efficiency, a field service management software, such as ServiceEcho, should be used. ServiceEcho provides software that allows you to define billing rules, schedule with high visibility using a drag and drop feature, and automate traditionally paper processes. If you would like to streamline your pool business and increase productivity during busy high demand times, book a demo below to learn more.