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Welcome to our biggest upgrade. Check out all the new features.

What is

the process?

Please stop using the system by 8:30pm AEST the night before your assigned live date. The system will be down from 9pm and we will send a confirmation when the process is complete. Please update your roles after you are live, to ensure they mach your current settings.

How to update roles

 

Dive into the new features you have access to.

Job management

Make the most of enhanced automation to take care of business faster and make billing a breeze.

Best route, best order

Optimise your team’s daily schedule in a flash with powerful automation.

  • Smart route planning suggests the most efficient path between locations.
  • Schedule jobs in the best order.
  • Save on labour and petrol costs.

Change with the seasons

Set and forget with new seasonal scheduling functionality.

  • Create your preferred seasons.
  • Set recurrences for your jobs – such as weekly in summer, fortnightly in winter.
  • No more need for reminders to manually change programs.

Group, filter and view jobs your way

With enhanced job view, you’ll spend less time looking for what you need.

  • Choose from unlimited job colours to make your job view easy to scan.
  • Customise your columns so jobs are listed the way you want.
  • Use tags, like VIP, call ahead, or dog on property, to make jobs easy to find.

Streamline your end-of-month

Simplify billing for yourself and your customers.

  • Multiple pools? No worries. Create jobs for multiple pools/spas on a single invoice.
  • Set up batch billing how you like it by choosing your default compact or expanded view, either showing a statement invoice, or full invoice showing all lines per service.

Request deposits easily

Boost your cashflow and reduce the risk of customer cancellations.

  • Set the % you’ll charge upfront.
  • Add it to your quotes.
  • Let your customers pay and confirm quote approval at the same time, so you can get on with the job.
  • Automatically deduct it from their next invoice.

Communications

We’ve streamlined your suite of communications tools.

Track emails to order

Now there’s never a question of whether a customer received their reminder.

  • Track any emails (invoices, quotes, reminders etc.) to be sure they are received.
  • Easily resend emails if needed, straight from the tracking page.

Further refine customer comms

Even if you operate multiple sites, you can tailor messages by location.

  • Set your footer by location so the right customers get the right contact info.

Record better notes

Enhanced note functionality puts you in control of internal comms. 

  • Add multiple notes to any quote, job, pool or contact.
  • Every note is time-stamped with user IDs so you know who entered what when.
  • Now you can add attachments to notes – not just images but spreadsheets, emails, pdfs, etc.

Insights

Dig into the data to better understand your business and gain efficiencies.

Check your logs

Get a birds eye view of any record.

  • Now you can review the activity logs associated with any pool, contact or tech.
  • Quick-compare logs to see what’s been updated at a glance.

Import and export with ease

Bring data in to update a contact, or send it out to share with whoever needs it.

  • Forget manual entry, it’s easier than ever to import pool, contact and product details.
  • Import and export water test data.
  • It’s the end of spreadsheet admin! Choose your fields and filters so you only output the info that’s required.

Assign a location

Keep your customer list tidy across multiple locations.

  • Multi-site retailer? Just add your locations. Then, assign your users and customers to their site.

Use a template to manage equipment

Keep your equipment as tidy in your system as it is in your trucks.

  • Create variables for equipment, including dropdowns, numbers, dates and text fields.
  • Use predefined equipment templates to add new equipment quickly.

    Users

    Keep staff on task and jobs on track with fine-grained control over users and roles.

    Set roles and permissions

    Make Pooltrackr work for your business model by creating your own user roles.

    • Roles enable you to manage permissions across groups of users.
    • Roles are customisable to a very granular level.
    • Simply click to assign a role to a user.

    Deactivate old techs, without losing any data

    You job history is never lost, even when staff come and go.

    • It’s still possible to see job history and even currently assigned jobs for deactivated users.