NO SETUPIt is as simple as creating your account, sign in, and you are ready to go.
If you have less than 50 customers just call us and we will set up your account for you at no cost. We will enter customers information such as name, address, contact info, rates, etc.
PROFIT AND LOSSOnce you set up your account and start tracking your expenses you will be able to see your Profit and Loss statement. This will allow you to see your income and expenses on one page. You will be able to see your month by month numbers and your year to date numbers in a format that is easy to understand.
Access Anytime AnywhereBill your customers from anywhere thanks to the Cloud. Pool Invoice is as mobile as you are. It goes where you go. Access customer data while you are out in the field with a variety of mobile devices such as an iPhone, iPad, Android phone, tablet or Windows phone.
EMAIL INVOICES TO CUSTOMERSEmail invoices instantly to customers. Ensure customer satisfaction on the spot with the flexibility and agility of instant invoices. Pool Invoice provides the ability to login from anywhere and email an invoice with the click of a button. Pool Invoice also allows you to email monthly invoices, saving valuable time and money on postage.
POST CHARGES WHILE IN THE FIELDPost charges to customer’s accounts in real time while out in the field. Pool Invoice puts an end to the days of spending countless hours in the office posting charges. Posting charges immediately while in the field ensures correct billing every time. No more missed charges, or “money left on the table”. Successful businesses rely on accurate billing.
AUTOMATIC UPGRADESUpgrades are performed automatically so you always have the latest version. Technology won’t pass you by. We will keep you up to speed with the most current versions of the technology and all features are available for the same price.
Why Choose Us?
If you don’t track and know how many filters you serviced and how much revenue you made by servicing filters how will you know if your revenue is up or down vs the prior month. Don’t make the mistake many pool guys do. They think that just because money is coming in that they are making money. That’s not the way a real business works. Know your income segments such as repairs, parts, labor, filter service, monthly service, etc. and set goals to increase them.
Once a year shop those expenses to ensure you are getting the best deal. Start with something simple like car insurance. If you can reduce your insurance by just $40 a month (which does not seem like a lot) it adds up to $480.00 per year. Now factor in your chemical cost, telephone cost, medical insurance, gas, etc. and imagine how much money you are leaving on the table.
Guys, there are distributors that charge $20.00 more for a bucket of tabs. Shop your expenses!!!
If your income is $50,000 per year, but your expense are $30,000 per year you are only making $20,000 per year, and your profit is only 40%. That means that for every dollar that you made you only kept 40. cents.
With a profit and loss statement, you can look at your income and expenses on one page and get a quick view of how you are doing in both areas. Income and Expenses. You can see where the money is coming in from and where your money is going.
If your income is down you can look at it and see if it is that you have serviced fewer filters, fewer repairs, etc. Then you can adjust and focus on those areas.
If your expenses are up you can also look at those and make adjustments to cut those expenses and keep your profit UP!!!!
A profit and loss statement is a MUST tool for every business owner. Do it how the successful business does it. Learn your financials and be more profitable. Don’t be afraid to learn. It’s repetitive and easy to learn. Remember when you were learning to clean a filter and thought it was hard to get all those grids to line up, but then after a couple of times, you could do it with your eyes. It’s the same thing
POOL SCHOOL FOR THE POOL PRO
We don’t just focus on talking about pool billing software. We love to help new pool guys find their way into the pool business. From what to look for when buying a pool route to tools, tips and training.