Every successful pool company relies on an exceptional back office support team. With our expert assistance, you'll reach new heights while we handle all the behind-the-scenes details.
Our Services
Quotes
Email Inbox
Invoicing
- Collect Details: Get pool size, type, and service needs.
- Calculate Costs: Determine material and labor expenses.
- Draft Quote: Prepare an itemized quote.
- Send Quote: Deliver to the client.
Invoicing
Email Inbox
Invoicing
- Monthly Invoices: Bill clients monthly for regular pool maintenance.
- Additional Services: Send separate invoices for repairs and extra services as needed.
- Client Reminders: Email homeowners to notify them of payment due dates and send reminders.
Email Inbox
Email Inbox
Email Inbox
- Prioritize Urgent Emails: Address critical pool service requests promptly.
- Organize Systematically: Use folders for maintenance, repairs, and client inquiries.
- Maintain Inbox: Regularly delete old emails and filter out spam.
Leads
Standard Operating Procedures
Email Inbox
- Contact Leads: Reach out to potential clients quickly.
- CRM Entry: Add leads to your CRM for tracking.
- Assign Follow-Up: Delegate leads for personalized attention.
- Schedule Appointments: Arrange consultations and address inquiries.
CRM
Standard Operating Procedures
Standard Operating Procedures
- Update Contacts: Keep customer information current.
- Track Leads: Manage potential clients through the sales pipeline.
- Record Interactions: Document client interactions for better service.
- Automate Tasks: Set up reminders and follow-ups automatically.
Standard Operating Procedures
Standard Operating Procedures
Standard Operating Procedures
- Develop SOPs: Create detailed procedures for all pool service tasks.
- Document Clearly: Include step-by-step instructions and best practices.
- Review Regularly: Update SOPs as needed for changes in processes or regulations.
Payroll
Personalized Customer Service
Payroll
- Calculate Wages: Process employee pay for pool services.
- Direct Deposit: Set up and manage direct deposit.
- Generate Reports: Provide detailed payroll reports.
Reports
Personalized Customer Service
Payroll
- Monthly Reports: Compile data on total route stops, completed work orders, tech performance, chemical usage, and customer cancellations.
- AR & Collections: Generate accounts receivable and collection reports.
Personalized Customer Service
Personalized Customer Service
Social Media and Email Marketing
- Quality Control: Contact homeowners to gather feedback on completed pool service work.
- Seek Referrals: Ask satisfied clients for referrals to help grow the pool business.
- Show Appreciation: Send personalized thank-you cards and gifts to express gratitude to homeowners, employees, business partners, etc.
Social Media and Email Marketing
Social Media and Email Marketing
Social Media and Email Marketing
- Social Media Management: Post updates, promotions, and pool care tips on platforms like Facebook and Instagram.
- Engagement: Respond to customer inquiries and comments about pool services and products.
- Content Creation: Design graphics for pool maintenance tips, promotions, and seasonal offers.
- Email Campaigns: Send newsletters with pool care advice, special offers, and service reminders.
- Analytics: Track the performance of social media and email campaigns to measure engagement and effectiveness.
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