​@RR Pool Pros has the best hack!
Another tip that works well for me is saving the customer portal link as a saved text message template - it's a quick and easy way to share with clients! 

 

Introducing Your Customer Portal, where you can:

  Pay invoices – View and pay outstanding invoices directly from the portal.

  Access billing statements – Filter invoice dates and download PDF statements.

  Approve quotes – View, approve, and filter quotes by status.
(insert your link here)

I picked up a great tip from @Chlorine King—create a work order type titled “Coaching” to send feedback or training notes on specific pools to specific techs. It keeps everything documented and easy to refer back to, especially during quarterly or annual reviews. Huge win for cutting down on paperwork and keeping communication organized!

One of the best Skimmer hacks I got was from Beyond Pool Cleaning - they helped me setup my skimmer account and taught me to come up with color codes for my work orders to help keep me organized. 

Blue = anything to do with a filter

Green = anything to do with draining a pool

Brown = any subcontract work

Pink = alerts from the office/admin

Red = anything to do with a cleaning system

Purple = diagnostics, automation 

Gray = new equipment installation

Green = algae or new pool startup special orders

Orange = basic white goods repairs

This helps us tremendously when we are looking back through our customer history to find serial numbers for warranty submissions, notes on diagnostics vs. repairs vs. installations - genius!

Thanks for the shout out! 

My favorite skimmer hack is from Bryce at Beyond Pool Cleaning.

When exporting pool info to a google sheet, you can see chemical usage broken down by tech and see who is using more chems than others, and may need more coaching.

If anyone hasn’t see my hack on how to text quotes and invoices here’s the link to the post. This has helped us tremendously in getting info to customers that don’t alwasy check their email. 

Would you mind sharing more on this, please?

I would like us to do something like this. 

I add tags to customers for anything and everything that I may want to analyze (e.g. commercial vs. residential customers, type of services they receive (weekly cleaning vs. other ad hoc), the level of service they are on (test and treat vs. full service), if they require a mailed vs. emailed invoice, etc).  This allows me to sort and pivot the customer report excel export into anything I need to see.  I can then also use the export to analyze where I have data missing, people receiving different services, etc.  

Tagging customers has been huge for helping see certain data. I tag my customers when added new with the month and year they are starting service. I also tag them with what we charge them for stabilizer, as a company we bill stabilizer twice per year. This helps so much when those times of year come up for billing. I also tag my customers with their method of payment. For my CC customers we add a service charge so this is extremely helpful.