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streamline pool service management
Dan McManusMay 15, 2020 6:00:00 AM4 min read

How to Streamline Pool Service Management

No company grows without a few bumps along the way. For pool and hot tub service providers, the biggest challenge is continuing to provide excellent customer service as you scale up.

More customers? Great. Unhappy customers? Not so much.

One of the biggest roadblocks that pool service managers face is getting their guys out in the field to complete jobs efficiently. No one—not you, not your field workers—wants to waste time staring at the windshield of their truck waiting for orders on which house to hit next.

But that's exactly what happens when you're grinding your gears with an old-fashioned system.

Fortunately, there's a better way to streamline pool service management to save time, keep in touch with customers, and get your business humming along without a hitch.

Plan Your Route, Change the World

Ask any of your pool service techs what the worst part of their job is, and you'll probably find out that it has nothing to do with the customers or the work itself. Instead, it's the wasted time—the time spent waiting for the address of the next run or on hold with someone back at the main office. Even worse is the time spent driving back and forth to the office to pick up materials that could have been loaded into the van if they had just had the information about the job up front.

You know the saying, "Time is money," right? You don't want to be paying workers to sit around—and they don't want to be idling in the van.

But what if you could add multiple stops onto a route that was planned for efficiency? Imagine being able to incorporate Google maps to get directions, accurate ETAs, etc. What if you could plan the schedule with smart technology that could calculate how much time to allot for each appointment based on the type of service required?

It's all possible with the right software and solutions designed specifically with pool and spa service in mind.

It's 2020—Your Customers Expect Tech

If you've ever dealt with a customer who was upset about a technician's late arrival, you know all too well the importance of up-to-the-minute communications. Today, everything is done online, so your customers expect an easy-to-use retail website and constant communication. After all, they've got everything from door cams to smart locks on their pool gates, so you should be up to speed too.

Fortunately, you can keep your clients notified with seamless communications. There are many options, including digital door tags that let you leave a note detailing exactly when you arrived and what services you performed. You can also send text updates to let them know when you're on your way and when you'll arrive. Payment and invoicing can all be digital too, so there's no need for cumbersome paper, carbon copies, or worrying about carrying around someone's sensitive personal data.

Modern Recordkeeping and Inventory

While field technicians are struggling to manage routes with outdated systems, managing the big picture without the right tools is just as challenging. If you're still using paper to track inventory, you know how hard it is to keep the right items in stock during the busy summer season—and how to manage products in a way that makes sense during the slow season.

Recordkeeping is also tough, especially if you're relying on your team to log notes on their visits when they get back to the office at the end of each day. That's a recipe for disaster: they just want to get home, and finding scraps of handwritten notes to type into a data system—or worse, stapling them to an invoice in a file folder—doesn't exactly maximize your understanding of a client's history with your company.

Evosus offers a robust system that makes life easier for service managers too. With real-time inventory, you always know exactly what's available, what needs to be reordered, and who's got a few extra items in the back of the van. We also have an app to help field workers take notes, along with everything else you need to transfer your business to entirely paperless operations.

Putting It All Together: Software Solutions to Streamline Pool Service Management

Evosus was founded with one goal in mind: to design a business management software designed specifically to streamline service management. Our cloud-based LOU platform empowers your field technicians to put their best foot forward with clients, keeping them fully updated about service visits and making invoicing and payment electronic and easy. It's a single software solution that tracks inventory, allows for smart route planning, and so much more.

If you've been struggling with separate systems to handle different aspects of pool management, it's time to switch. With one platform, you'll reduce time on the road, save money with responsive inventory, and provide better service than ever before. Happiness is scalable. When your customers love you, your business will grow—and LOU will grow right along with you.

When you're ready to streamline your pool management service, we're here to help. Contact us today to learn more about our software solutions or to tell us more about your needs. We can't wait to hear from you!

Evosus helps pool and hot tub service managers streamline their field team operations by giving them and their teams the visibility of data and personnel to efficiently make the most of field tech time, get more jobs done in less time, leave customers raving about excellent customer experiences, and more.

To find out how Evosus can help you streamline your pool and hot tub field team operations, cut down on windshield time, and give you better visibility of your tech on-site times, contact us today!


Dan McManus

Dan McManus, President and CEO of Evosus, is a seasoned technology executive with over 17 years of experience. His deep industry knowledge and strategic leadership make him a trusted authority on technology and software development trends, best practices, and innovations.