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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Wise Software is a comprehensive operating system for pool and spa service businesses of all sizes. It centralizes essential functions like scheduling, billing, inventory tracking, and customer management into one intuitive platform. Automated recurring billing and online payments streamline cash flow and reduce administrative work. Service route management and dispatch tools keep technicians connected in the field with real-time updates. Wise supports both service-based and retail operations through an integrated POS system. Accounting and financial tools provide clear visibility into expenses, assets, and performance. Employee and payroll management features help track hours and simplify workforce administration. The software works seamlessly across desktop, tablet, and mobile devices. Designed with industry-specific needs in mind, Wise adapts to both small teams and multi-location businesses. It helps owners spend less time managing operations and more time growing their business.

Description

Transforming your data into a digital format ensures that your customer records are readily accessible whenever you need them. With all your customer and sales information centralized in a single database, you can effortlessly locate any customer, order, or payment details at any moment. Our software encompasses essential daily operations utilized by various small businesses, including CRM, invoicing, accounting, reporting, point of sale, inventory management, order fulfillment, credit card processing, and customizable workflows. By merging these vital features into one cohesive solution, you eliminate the hassle of entering data into multiple systems or managing numerous platforms simultaneously. This system consolidation not only reduces software expenses but also significantly minimizes the time wasted on redundant data entry. Moreover, with our integrated credit card processing feature, you can operate countless virtual cash registers, removing the need to rent outdated credit card machines or pay for the phone lines they require. Ultimately, this streamlining leads to greater efficiency and cost-effectiveness for your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

39.99
Free Trial No 
Free Version No 

Pricing Details

$19.55 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Wise Software

Founded

1987

Country

United States

Website

www.wisesoftwareinc.com

Vendor Details

Company Name

For Your Information Technologies

Founded

1987

Country

United States

Website

www.foryourinfotech.com

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management Yes 

Pool Service

Billing & Invoicing Yes 
Chemical Readings Yes 
Customer Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Work Order Management Yes 

Retail Management

CRM No 
Commission Management No 
Email Marketing No 
Employee Management Yes 
Loyalty Program Yes 
Mail Order No 
Merchandise Management No 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling Yes 
Driver Management No 
Emergency Dispatch No 
GPS Tracking No 
Performance Metrics No 
Route Costing Yes 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

IT Service

Contract Management No 
IT Asset Management No 
Incident Management No 
Knowledge Management No 
Release Management No 
Self Service Portal No 
Service Catalog No 
Service Reporting No 
Ticket Management No 

Optometry

Appointment Management No 
Insurance Management No 
Inventory Management Yes 
Patient Records No 
Recall Tracking No 

Pool Service

Billing & Invoicing Yes 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Work Order Management Yes 

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