What pool companies can now do in PoolBoss, newest first.
A service report email can link to a short video about the pool, shown under your company's brand.
A technician can turn a note written at a stop into a quote on the phone.
Parts used on a job leave that truck's stock and are priced from your parts list, which holds cost, markup and stock for each truck.
Set up a payment plan on a customer's open invoices. A technician can record cash or a check at the stop, and the customer gets a receipt.
Refunds split across the same items, and an overpayment credit goes to the customer's other invoices.
Each route has a Written off column next to what it earned.
Customers, routes, invoices, quotes, reports and the rest each point to the next step when there is nothing on them yet.
Sign-up asks your price per visit so the first invoice draft is not $0, and the setup checklist runs in the order most pool companies work, ending with Send your first invoice.
The import has a Skimmer lane with export steps and a sample file.
A new technician gets the app store links, is put on a route, and the owner is told when the invitation is accepted.
Have a question about any of these? Contact support.