We know how important a streamlined workflow is to your pool service business, especially when you are working on projects like repairs and installations. We’re excited to roll out exciting new features designed to make handling those extra projects smoother than ever!

Connecting Quotes to Work Orders

No more disconnects between estimates and the actual work! Now, you can effortlessly create Work Orders directly from quotes, ensuring seamless project management from start to finish.
 

This means a simplified workflow:

• Create a Work Order from a Quote with one click
• Track the progress of all Work Orders linked to a specific Quote
• Create an invoice directly from the Quote and get paid for the job done

Get more organized with new Work Order functionalities.

But, we didn’t stop there. We’ve also added in new work order improvements that you’ve asked for. 

• Recurring Work Order reminders: You can now set work order reminders to recur in intervals of days, weeks, months, or even years, giving you the ultimate flexibility to match your specific needs.

• Pre-populate needed items: Add “needed” items to the Work Order type, so every time you create a Work Order, you don’t have to add the same items repeatedly. The “items needed” are added to the shopping list when the Work Order is created. Remember, you can only add products or chemicals to a Work Order type and not a part.

• Send service notes from Work Orders: Your techs can send service notes directly from Work Orders, which may include optional alerts, directly from the mobile app.

• Office alerts: You can now enable automatic notifications to your office whenever a work order is finished, ensuring everyone stays informed.

• Google Maps Integration (iOS): Your techs will love this!

  Prefer Google Maps for directions? We've got you covered! Go to Settings > App Zone and toggle "Use Google Maps for Directions" (make sure you have Google Maps installed on your device). Now, when you are on a route, it'll launch Google Maps instead of Apple Maps.

New mobile app update

Don’t forget to update your app to version 11.8 to use the newly released feature enhancements. 

Update for iOS 

Update for Android 

Please leave your feedback in the comment section below. We’d love to hear from you and answer any questions you may have.