Features

  • Review Status of Leads
  • Review Proposals
  • Review Pool Plans
  • Report Sorted by Designer
  • Report Sorted by Active/Inactive/Lost/Sold
  • Report Sorted by Referral/Builder/Call-In/Rotation Walk-In/Advertising
  • Create and Print Custom Lead Report by Selected Dates
  • Add Appointment Date and Sales Notes,
  • Track Appointments and Sales Notes
  • Add and View Drawing and Proposal
  • Add and View 3d and 2d Drawings
  • Email Lead Information to Designer
  • Google Map Plot of Lead Location
  • Create and Print Permits for Permitting Agency
  • View and Print Permit Status Report
  • Create and Print Permit Revision
  • View and Print Permit Revision Table
  • Create, Review, and Print Monthly Sales Report by Designer
  • Create, Review, and Print Yearly Sales Report by Designer
  • Create, Review, and Print Monthly Builders Report by Builder
  • Create and Review Project Information
  • Review and Modify Schedule Information
  • Review Lead Information
  • Google Map with Direction to Location from Company Address
  • Weather Information base on Zip of Installation Location
  • Review County Property Appraiser data for Installation Location
  • Legal Description of Installation Location
  • Create, Review, and Print Current Receivables List
  • Create, Review, and Print Current Change Order Receivables
  • Create, Review, and Print Current Service Receivables
  • Create, Review, and Print Electronic Job Board for All Jobs Under Construction
  • Create Job Board by Beginning Milestone to Ending Milestone of Your Choice
  • Constrain Job Board by Site Super
  • Constrain Job Board by Designer
  • Sort by Contract Date
  • View a Selected Project Under Construction and Go Directly to Project Folder
  • Create, Review, and Print Open Punch List Items
  • Create, Review, and Print Open Work Order Items
  • Design Sketch
  • Contract
  • Site Survey
  • Tile Selection Sheet
  • Engineering Plans
  • Change Orders
  • Search by:
  • Job Number
  • Client Last Name
  • Installation Address
  • City
  • Subdivision
  • Lot
  • Permit Number
  • Create, Review, and Print Payments from a Start Date to an End Date
  • Create Construction Draw Payments
  • Receive Payments for Draw Payments
  • Received Payment for Change Orders
  • View and Print Payment Card
  • Create and Review Change Orders
  • Input Change Order Processing Charge and List Line Items with Description and Charge
  • Upon Entry, Change Order Posted to Job Card
  • Scan of Signed Change Order
  • Change Order Report by Selecting Start and End Date
  • Optional Create Change Order Document
  • Production Tracking
  • Create, Review, and Print Completed Production Report for a Selected Time Period based on Milestones Selected in the Milestone Manager
  • Create, Review, and Print Digs Available with Permits
  • Schedule and Assign DIg
  • Create, Review, and Print Digs Scheduled and Map Plotting of Scheduled Digs in Google Maps
  • Create, Post and View Multiple Company Announcements to be seen by All Users
  • Set Start Date and End Date for Display of Announcement
  • Search Built-In Database of Distributor and Link Directly to Distributor
  • Search Built-In Database for Manufacturers by Products
  • Display Manufacturers of Selected Product
  • Link Directly to Manufacturer
  • Create service work order
  • List services and/or parts installed and pricing
  • Print invoice for service/warranty provided
  • Create and Edit Construction Milestones
  • Select Milestones for Construction Report Creation
  • Vendor Types
  • Employee
  • Designer/Sales
  • Site Super
  • Construction Vendor
  • Electrical Contractor
  • Engineering Contractor
  • Bank & Builder
  • Draw Schedules
  • Permit Agency
  • Corporate Directors
  • Company Info
  • Create and Review Work Orders
  • Attach Photos to Work Orders
  • Company Wide View of Open Work Orders
  • Notify Selected Employees
  • Create and Review Site Super Visit Requests
  • Notify Selected Employees
  • Create and Review Punch Item
  • Attach Photos to Punch Item
  • Company Wide View of Open Punch Item
  • Notify Selected Employees
  • Communication Type
  • Notes
  • Email
  • Phone Message
  • FAX
  • Issues
  • Notify Selected Employees
  • Integrate with Constant Contact to create marketing campaigns, newsletter and specials

About Pool Pro Office

Pool Pro Office is the pool industries leading project management software for pool builders and service companies.

We manage the complete office anytime, anywhere from leads management, project management and service / warranty calls all in one. 

Sign-up for Pool Pro Office Newsletter


For Email Marketing you can trust.

Get in Touch