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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Description

PoolKeeper is a comprehensive self-hosted software solution designed specifically for pool service companies. It consolidates a variety of functions, including customer and pool management, recurring service plans, route planning, technician visits, water testing, chemical dosage instructions, and LSI calculations, all within a single platform. Technicians benefit from a mobile web application that works offline, allowing them to navigate their routes, log readings, complete necessary checklists, and upload service photographs. Meanwhile, office personnel have the capability to oversee equipment, manage chemical inventory, handle jobs, create quotes, issue invoices, process payments, and generate business reports. Customers are also given access to a dedicated portal where they can review their service history and readings, settle invoices, and schedule or request services. Furthermore, the software supports operations across multiple branches, enables data export, and features two-way synchronization with QuickBooks Online. PoolKeeper is provided as self-hosted application code, catering to the needs of pool service operators and smaller teams looking to streamline their business processes. Overall, this innovative tool aims to enhance efficiency and organization within the pool service industry.

Description

Wise Software is a comprehensive operating system for pool and spa service businesses of all sizes. It centralizes essential functions like scheduling, billing, inventory tracking, and customer management into one intuitive platform. Automated recurring billing and online payments streamline cash flow and reduce administrative work. Service route management and dispatch tools keep technicians connected in the field with real-time updates. Wise supports both service-based and retail operations through an integrated POS system. Accounting and financial tools provide clear visibility into expenses, assets, and performance. Employee and payroll management features help track hours and simplify workforce administration. The software works seamlessly across desktop, tablet, and mobile devices. Designed with industry-specific needs in mind, Wise adapts to both small teams and multi-location businesses. It helps owners spend less time managing operations and more time growing their business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 

Integrations

QuickBooks Online No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

39.99
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

NexStep Digital

Country

Bangladesh

Website

nexstepdigital.online/poolkeeper

Vendor Details

Company Name

Wise Software

Founded

1987

Country

United States

Website

www.wisesoftwareinc.com

Product Features

Pool Service

Billing & Invoicing No 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Work Order Management No 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
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 No 
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 

Retail Management

CRM No 
Commission Management No 
Email Marketing No 
Employee Management Yes 
Loyalty Program Yes 
Mail Order No 
Merchandise Management No 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling Yes 
Driver Management No 
Emergency Dispatch No 
GPS Tracking No 
Performance Metrics No 
Route Costing Yes 
Territory Management No 

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