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features
design
support

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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.

Description

Our cloud-based software gives you the information you need to grow and manage your business in real time. It's easy to improve efficiency in your team, allowing you to plan more work every day without increasing costs. You can get more done in a shorter time. Reduce paperwork and simplify your engineers' lives. Our online forms will be a hit with them. They can access all their history and certifications from one place, which eliminates the need to fill out lengthy paperwork. It is also a great way to help the environment. You can reduce your service to cash cycle by invoicing directly from engineers' mobile devices. They can also collect payments through our seamless integration with Stripe. Even if you prefer to collect cash in the traditional manner, you can invoice the job as soon as it is done without waiting for the paperwork.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ACCOUNTS No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Windcave Yes 
Xero No 

Integrations

ACCOUNTS Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Windcave No 
Xero Yes 

Pricing Details

$45/month
Free Trial Yes 
Free Version No 

Pricing Details

5 Free users
Free Trial No 
Free Version Yes 

Deployment

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

Deployment

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

Pooltrackr

Founded

2016

Country

Australia

Website

pooltrackr.com

Vendor Details

Company Name

Protean Software

Founded

1999

Country

United Kingdom

Website

www.proteansoftware.com

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 

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 

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