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.
Make the most of enhanced automation to take care of business faster and make billing a breeze.
Best route, best order (COMING IN AUGUST)
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 (COMING IN JULY)
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.
