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Invoice, Tasks & Route
Automation Technology
Intelligent workflow synchronizes schedules, customers, tasks, invoices, payments, etc with Quickbooks and other systems.
Save Time
Reduction in time required for office tasks
Do Everything From
Anywhere with Less Effort
While on the go change routes, tasks and techs; take pictures and payments or send emails to customers or track tech progress.
Grow Faster
Average first year growth of new Pool Belt Clients
Reduce Admin
Salary Requirements
Automated Invoice generation eliminates most repetitive tasks performed by Office Staff.
Save Money
Most customers reduce Admin requirements
Turn chaos into control
Mobile | Tablet | Desktop
Everything you need to run your business from anywhere and manage cash flow.
Customers
All your customer data in one place. Always have up-to-date contact information, wherever you go. And have customer data synchronized with Quickbooks and for credit card payments.
Routes
Everything you need to customize and optimize routes, along with tracking all your service stop data. Easily move stops to a different day or from one tech to another.
Service Emails
Email your customers professional reports for repairs, filter cleans and pool cleanings. Include before and after photos along with chemical readings, dosages and activities performed. All with personalized messages from office or tech.
Work Orders
Easily track repairs, service calls, filter cleanings, startups, closes, opens and other tasks. Techs can take photos and describe the issue so you know what parts to buy before going and integrated invoicing helps you get paid quickly.
Automated Invoicing
You’ve done the work, now get paid for it without having to spend hours creating invoices and chasing down payments. Pool Belt automatically generates invoices and tracks payments so you have more time to work on your business.
Integrated Finance
Pool Belt keep your accountant and/or office manager happy by syncing all customer, service, invoice and billing information between Pool Belt and Quick Books.
Mobile Payments
Collect money faster and track payments more easily. Move away from texts and paper and use a mobile card reader with signature capture and email receipts that are integrated with invoicing.
Leads & Integrations
The Pool Belt team has helped hundreds of companies build websites, develop custom integrations and provided leads via online SEO/SMO marketing with Google, Facebook, etc.
All your
paperwork in
one digital place
Never again pull up to a gate without the code or customers contact information. Never again waste time taking paper work orders and entering them into your invoicing system. Never again waste time to see if the customer has paid their most recent invoice. With Pool Belt you have access to all the most up-to-date information with you. And with proper security access, other members of your team can access this data as well.
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Speed up you cash flow
With all your paperwork in the cloud it only takes a few clicks to turn quotes into work orders, and then email the invoice.
Never miss a thing
Untracked lost paperwork can cost you thousands in lost income or slow receivables. With visibility to all repairs and incidental items, you can make sure you get every dollar you’re due and paid on time with a single click.
See all open invoices
A single dashboard shows all invoices - creates, open, paid, failed and historical invoices all in one screens with integrated search, filters and reports.
Sync with QuickBooks
Pool Belt automatically syncs customers, services, inventory, invoicing and payment activities between Pool Belt, QuickBooks and a credit card payment gateway.
Automate your accounting
Connect Pool Belt with your accounting system to automatically send through invoicing details. That could mean less time doing data entry, and less chance of getting the numbers wrong.
Spend less on merchant fees
If you are tired of paying high fees to QuickBooks or your bank, then you will be pleasantly surprised with the optional Pool Belt payment gateway.
Optimize your routes
like never before
Every good pool person knows that the better you optimize your routes, the more money you make. Driving time is wasted time, and you want to save every minute you can. However, with a 3-ring binder that’s nearly impossible! You need an app with mapping and geo location services to help you and Pool Belt is just that app.
Your Route on a Map
Once you see your entire day’s route on a map, you’ll wonder how you ever lived without it. Immediately, you’ll see ways to reduce travel time and increase profit.
Route Distance and Time
Pool Belt calculates the total miles and time it will take to complete the day’s route for you. No guessing. No hoping. Just the exact numbers you need to create the perfect route.
Drag and Drop
Drag and drop the route stops in the precise order you want them. After every change, Pool Belt will automatically re-calculate the distance and time, so you can easily optimize your route.
Save Your Optimized Route
Now that you’ve created the perfect route, save it as your new default. Every week from here on out, you will run the fastest route possible!
From Anywhere
With Friends & Family
And 25 Employees
Put your team on the right path, right from the start
Everything your team needs is delivered direct to their mobile device for cleanings, work orders and sales. Right from the start of the day they’ll know exactly what they’re doing and where they’re going - even if it’s brand new route. Include all the information they need about each pool including specific customer requests and turn-by-turn navigation.
See how Pool Belt can optimize your workflow.
Save time with
automated invoicing
Eliminate countless hours creating invoices and managing payments. Wake up each day to invoices created automatically for work performed. Shorten your payment cycle with time-saving tools and automated processes.
- Shorten your payment cycle with time-saving tools and automated processes.
- Delight your bookkeeping with increased transparency of invoices. And integrate directly with Quickbooks if you want.
- Keep customers happy and make it easier for pool owners to do business with you.
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Routes, techs, work orders,customer notes and more at your fingertips
Repair Estimates can be customized to match the exact needs of each work order – collect relevant information such as site details, photographs and customer signature verification and upload it to the back office.
Pool profitability analytics
Not all pools, routes and technicians are created equally.
With Pool Belt historical work performance is reviewed automatically and analyzed to help you reduce unnecessary miles, eliminate unnecessary chemical expenses and keep your pool service business profitable.
Schedule a 15 Minute Demo
Keep your
bookkeeper or accountant happy
Pool Belt synchronizes all your payment, customer, product and service data with Quickbooks and a payment gateway. This not only helps you manage cash flow, but also provides a digital audit trail. Request a demo or start your no cost risk-free trial today.
Features
Location aware
Tablets and smartphones collect location data to make it easy to monitor and report on activities.
Mobile First Mentality
You and your team are on the move that’s why all technician activities can be performed from a smartphone.
Cloud-based reporting
Access all customer records, quotes, invoices, pool history, and chemical inventory using a secure web portal.
Data security
You own your data so you can download your data at any point and also trust Pool Belt to keep your data safe.
Meet tough SLAs
Keep customers happy and win more business by more easily accommodating specific customer needs.
Electronic signatures
Sales agreements and mobile payment signatures are easily captured and stored securely for audit purposes.