Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.
Description
You can manage your pool business from the shop to the pool
Jobs, staff, customers and invoicing. Pooltrackr allows you to automate everyday tasks, invoicing on the spot, and getting paid faster.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
SAP Business One
Yes
Sage 500
Yes
Salesforce
Yes
Windcave
No
Integrations
Docusign
No
QuickBooks Online
No
QuickBooks Online Advanced
No
SAP Business One
No
Sage 500
No
Salesforce
No
Windcave
Yes
Pricing Details
$75 per month
Free Trial
Yes
Free Version
No
Pricing Details
$45/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BiznusSoft
Founded
2013
Country
United States
Website
www.biznussoft.com/field-service
Vendor Details
Company Name
Pooltrackr
Founded
2016
Country
Australia
Website
pooltrackr.com
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Pool Service
Billing & Invoicing
Yes
Chemical Readings
Yes
Customer Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Work Order Management
Yes
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Class Scheduling
No
Employee Scheduling
Yes
Facility Scheduling
No
Group Scheduling
No
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
Yes
Online Scheduling
Yes
Payment Processing
Yes
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
No
Room Booking Management
No
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
No
Customer Database
Yes
Inventory Control
No
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No