Pool Service Software vs Heritage Pool Plus

Experience pool service software that is simple, powerful and mobile - built by pool industry and software pros to get the best of both worlds. You can manage your entire pool service operations and invoicing from either a web browser or mobile device! Empower your pool business with the right software that saves you time and money! All-in-one Jobs and Quotes Management Make life simple by managing your jobs and quotes all in one screen. Create jobs with line items from your catalog. When you are done, quickly create an invoice that is linked with the job - send the invoice and get paid. Also, create Recurring Jobs to automatically create and schedule jobs you do periodically (e.g. filter cleanings) Simple & Effective Routes Management Work from your web browser or mobile device to schedule your routes and instantly view them with color-coding on a map to help ensure your routes are optimized. Admins, Managers and Master Techs are able to see the entire company’s routes and tech assignments. Dosages Costs & Invoicing Easily see which properties are costing you too much in chemicals and quickly make a decision to charge more, or maybe even eliminate a customer from your routes if it makes sense. This widget is on the Dashboard and can be configured through the Settings menu. Shopping List Easily add items to your shopping list to make sure you buy them. Once they are installed the system will ensure they are invoiced so that nothing falls through the cracks! Configurable Service Tasks The most common chemical readings and checklist tasks are available for you to make available to your techs. Configure which tasks are required to ensure your service visits are completed with the data that matters most to you and your customers. Photos/Videos (Route Visits, Job Visits, Equipments, etc.) Techs can take photos and/or videos during service visits and classify them as Before, After or Internal. The photos/videos marked as Internal are only seen by your company’s management team. Send Invoices & Receive Online Payments No need to purchase additional software for invoicing! Manage all your invoices on the web or from your mobile device, record payments, send electronic invoices to clients and best of all - receive online payments for your hard work! Also, your clients will be able to see all their payment history from the client portal. Chemical Readings and Dosages History Easily access the chemical readings history for a property while performing service visits straight from your mobile device to help your techs make better servicing decisions. GPS Navigation & Geo-location Easily navigate to service properties using your mobile device and verify service through our Geolocation feature to confirm the GPS coordinates of service visits performed. Roles & Permissions Assign one or more roles to each team member and tightly control access to features and functionality. Also, make specific privilege assignments to techs, e.g. show/hide client phone numbers, enable/disable Master Tech privileges to see all company routes, etc. Offline Support Don’t have internet access? That is okay - your tech’s will still be able to complete their service visits along with all the readings, checklists, photos, videos, notes, etc. Once connected to the Internet, all the saved service visits data will be automatically uploaded to the cloud! Visit History List Easily access your company’s past service visits right from your mobile device - including all the visit data such as service dates, readings, readings history, checklists, photos, videos, notes, etc. Client Portal Selectively invite your clients to join the client portal. Your clients will be able to see all their invoices, and pay their invoices from the convenience of their web browser.

Your time matters! That’s why Heritage Pool+ comes packed with easy-to-use buying & account management tools that help you manage your Heritage account 24/7 from ANYWHERE. Heritage Pool+ has a full suite of useful tools to help you operate your business more efficiently which increases your bottom line. Take Advantage of our Exciting Features: • Filter by what’s currently in stock at your Heritage branch • Find products reliably & fast • Real-time pricing & availability across all your Heritage branches • Shopping lists to manage frequently purchased items • Recently Purchased shopping lists • Real-time Order Notifications (text, email or push) • Interactive Parts Diagram • Account Dashboard • Customizable User Roles & Permissions • Purchase History • Account Statement