Features

Pool Pro Office Complete’s Software Features

Pool Pro Office can simplify the way you do business. Our software program is user-friendly and offers countless features for you to easily manage files, schedule appointments, communicate with clients and staff, track projects, process invoices, and so much more!

  • Leads Management and Marketing
  • Project Management and Scheduling
  • Service and Warranty
  • Swimming pool sales on an iPad
  • Perfect Project Pricing
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  • 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 Permitting
  • Create and Print Permits for Permitting Agency
  • View and Print Permit Status Report
  • Create and Print Permit Revision
  • View and Print Permit Revision Table
  • Sales Tracking
  • 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 Project Information
  • 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
  • Receivables Tracking
  • 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 Completed Production Report for a Selected Time Period based on Milestones Selected in the Milestone Manager Digs
  • 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
  • Announcements
  • Create, Post and View Multiple Company Announcements to be seen by All Users
  • Set Start Date and End Date for Display of Announcement
  • Manufacturers and Distributor Database
  • 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
  • Milestone Management
  • Create and Edit Construction Milestones
  • Select Milestones for Construction Report Creation
  • Vendor/Employee Management
  • Vendor Types
  • Employee
  • Designer/Sales
  • Site Super
  • Construction Vendor
  • Electrical Contractor
  • Engineering Contractor
  • Bank & Builder
  • Draw Schedules
  • Permit Agency
  • Corporate Directors
  • Company Info
  • Work Orders
  • Create and Review Work Orders
  • Attach Photos to Work Orders
  • Company Wide View of Open Work Orders
  • Notify Selected Employees

Search by:

  • Job Number
  • Client Last Name
  • Installation Address
  • City
  • Subdivision
  • Lot
  • Permit Number
  • 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 Storage and Viewing
  • Design Sketch
  • Contract
  • Site Survey
  • Tile Selection Sheet
  • Engineering Plans
  • Change Orders
  • Find a Project
  • 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 Change Orders
  • 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
  • Sync to Quickbooks
  • 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
  • Create service work order
  • List services and/or parts installed and pricing • Print invoice for service/warranty provided Communications
  • Communication Type
  • Notes
  • Email
  • Phone Message
  • FAX
  • Issues
  • Notify Selected Employees
  • Integrate with Constant Contact to create marketing campaigns, newsletter and specials

Network Facilities for ASP/SAAS Provided by CNI, Inc.

  • Fully Redundant Tier 1 DS3s Riding on a Wholly-Owned OC12 SONET Ring
  • Formal Disaster Recovery Plan
  • Liebert Climate Control Equipment
  • Digital Security Access Controls
  • FM2000 Fire Suppression System
  • Redundant Generators
  • Secured, Locked Racks with Server Noding Schema • 24-hour Video Monitoring
  • Detection and Prevention Intrusion System
  • Backup Media Stored in Offsite Vault
  • Redundant Boarder Routing Hardware and PIX Firewall
  • 1Gb/sec Switched Internal Network
  • External Vulnerability and Penetration Testing
  • Citrix Certified
  • 24×7 Technical Support
  • Complete Background Checks Performed on All Staff