Manage your pool business from water testing through to Xero

Pooltrackr with Xero provides an integrated end-to-end pool and spa business management platform that tracks and manages every aspect of the business

  • Get paid faster
  • Automate debtor management
  • Eliminate double entry
  • Eliminate paperwork
  • Ensure productive, effective service teams
  • Complete, live visibility of your entire business

Manage your customers and pools

  • Easy water testing with inbuilt chemical calculator that works with all products
  • Instant sync with testing devices
  • Customer and pools database
  • Accept credit card payments and store details against customers
  • SMS reminders
  • Impressive customer reports

Manage your technicians

  • On-the-spot water testing
  • Job Scheduling
  • GPS Tracking of service vehicles
  • SMS Notifications
  • Technician app
  • Capture notes and photos on site
  • Accept credit card payments

Manage your business

  • Easy quoting and invoicing
  • Syncs with your accounting package
  • Asset management
  • Barcode scanner
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About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow
  • It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

What data integrates with Xero?

Contacts

When you create a contact in Pooltrackr, they will be immediately created in Xero.

Invoices

When you create an invoice in Pooltrackr, the invoice will be sent immediately to Xero, with all line items. The invoice will be assigned to the linked contact, and the line items will be assigned to the linked sales account.

Chart of accounts

You can connect your Pooltrackr product accounts to the relevant account in Xero. When an invoice is pushed through, the line items will be assigned to the linked sales account.

Learn more about integrating with Xero

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