Employee Management Software for Pool & Spa Service

One of the most important aspects of internal processes, customer service, and a successful business is internal communication. Employees, management, and company owners need to communicate with one another and need to ensure no customers’ needs are forgotten. Security controls employee accesses to each module of the employee management software for pool and spa service.

Automate internal processes and communication for maximum productivity.

Inter-office Messaging

Improve communication and reduce the frequency of meetings with inter-office messaging.
Keep employees informed of company information and procedural changes.
Communicate to one person, a group of people, or everyone in the company.
Send automatic email notifications, including price updates, notification to Accounts Payable for refund checks, follow-up call results, and when special order items have been added to inventory.

Employee Time Clock

Employees sign in and out on the computer workstations and are automatically notified of the number of unread messages and unfinished follow-up calls they have.
Maintain control of overtime hours with time clock tracking and send employee time sheets to QuickBooks® integrated payroll.

Follow-Up Calls

Easily track customer calls and requests through follow-up calls, to ensure no customer is neglected.
For example, if a call comes in for an employee who is out in the field — you can easily forward the message with the customer’s name and phone number automatically populated. The recipient has the option to complete the call or transfer it to another employee. At the touch of a button, you can create a follow-up call in the sale, sales order, or customer screens.

Flagged Messages

Communicate with sales staff at the time of sale. A flagged message in bold red text will inform your staff if any necessary action is necessary prior to the sale or the customer leaving your store — such as NSF check notifications, or if a contract signature is required.

Unlimited Customer Database

Maintain a cleansed database with our pool and spa CRM.
Build upon your mailing and email lists by tracking all sales and customers.
Import new or purchased customer lists.
Categorize customers through user-defined fields, and create targeted advertising campaigns.
Distribute personalized maintenance calendars and chemical tip sheets to customers, to keep them engaged and entice them back to your store for chemicals.

Automatic Alerts

Communicate information about customers to co-workers.
Inform customers with outstanding balances, available in-store credit, open quotes, and open transactions (with RB Online Bill pay, they can conveniently pay invoices online).
Attach pictures and files to specific customers and organize all of the customers’ unique equipment data and serial numbers in one place.

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