Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FieldRoutes™, a cloud-based mobile solution for field service operations, allows you to grow quickly, scale smartly and serve your customers tirelessly. FieldRoutes™ Cloud-based mobile solutions for field service operations can simplify your process, make your life easier, and help you run an efficient and profitable business. FieldRoutes makes it easy to beat your competition and provide top-notch services. It also streamlines your entire operation with simple, efficient tools that deliver the goods.
Our integrated marketing services can help you acquire new customers and increase sales. With powerful lead progression tools, you can track, manage, and nurture your prospects. Automate your business to save time and cut down on your workday. It reduces the time you spend on the road, makes scheduling easy, and automates manual tasks. Automated follow-ups, a user-friendly customer portal, and integrated payments will help you get paid faster and reduce delinquencies.
Description
PoolCRM is a customer relationship management tool specifically designed for pool service businesses by someone who previously owned a pool company. While route management systems like Skimmer and Pool Brain manage daily operations, PoolCRM focuses on customer engagement: capturing leads, finalizing quotes, and maintaining account management.
Key features include:
- Automatic text responses to missed calls within 10 seconds from the company's designated number.
- A structured follow-up automation for quotes on days 1, 3, 7, and 14 until a customer responds.
- Solicitation of Google reviews after each job completion, accompanied by a feedback filter.
- An integrated inbox for two-way texting, website chat, and messages from the Google Business Profile.
- A lead management pipeline consisting of stages: New, Contacted, Quoted, Won, and Lost.
- Seasonal marketing campaigns tailored for pool openings, closings, and filter cleaning services.
- A 60-day win-back messaging strategy for accounts that have been canceled.
- Comprehensive reporting capabilities covering missed calls, quotes, and customer reviews.
- Compatibility with Zapier and webhooks, allowing integration with Skimmer, Pool Brain, Jobber, and QuickBooks.
Designed for small to medium-sized pool service companies operating one to ten trucks, it seamlessly integrates with existing routing software and can be set up by the vendor within three business days, making it an efficient solution for enhancing customer relationship management. This innovative approach not only boosts productivity but also significantly improves customer satisfaction through timely communication and follow-up.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Enzy
Yes
QuickBooks Online
Yes
RepCard
Yes
Rosie
Yes
Sameday
Yes
Siro
Yes
Integrations
Enzy
No
QuickBooks Online
No
RepCard
No
Rosie
No
Sameday
No
Siro
No
Pricing Details
$199/month
Our monthly plan for the Operations Suite starts at $199 for your first 1,000 active customers. No need to purchase extra licenses for the office or seasonal workers. We make it easy to grow your business, not your headcount.
Free Trial
No
Free Version
Yes
Pricing Details
$297 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FieldRoutes, a ServiceTitan company
Founded
2012
Country
United States
Website
www.fieldroutes.com
Vendor Details
Company Name
PoolCRM
Founded
2024
Country
United States
Website
thepoolcrm.com
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Lawn Care
Billing & Invoicing
Yes
Contract Management
No
Customer Management
Yes
Employee Management
No
Equipment Management
No
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service Dispatch
Yes
Pest Control
Billing & Invoicing
Yes
Customer Service History
Yes
Dispatch Management
Yes
Fleet Management
Yes
Inventory Control
Yes
Mobile Access
Yes
Pest Activity Tracking
Yes
Pesticide Usage Tracking
Yes
Property Layouts
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Plumbing
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Pool Service
Billing & Invoicing
Yes
Chemical Readings
No
Customer Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Pool Service
Billing & Invoicing
No
Chemical Readings
No
Customer Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Work Order Management
No
Alternatives
Alternatives
No Alternatives