Service Route Management Programs?

Anybody out there have any suggestions?

Looking for a computerized program that sets and tracks service route visits (2 service trucks/techs - cleaning and maintaining pools and salt gen pools) as well as Tech Ticket jobs (6 techs that drive around and fix things - fix pump, sand change, light pull, etc... "come fix it" tickets)

Ideally, would like it to track jobs and service calls for the day, have the tech perhaps send an "i'm done" message via blackberry after each is completed - the office would get that message and then, when customers call our office to ask when the tech will be there, the receptionist can view it on the shared schedule and let them know an answer without having to track everyone down by phone

there has to be something out there that does this - similar to what i have seen the local cable company (Comcast) techs use - they have a phone/computer system type thing on their belt with a touch screen - it allows them to see their jobs for the day and to check off each time they finish so their office can answer customers questions - the tech also gets up in the morning and can view the list of jobs for the day as the home office enters the tickets for the day

Anyone have any experience with something similar to this?

Charles Allen

Original 7

Replies

Heather Linton March 28, 2011 at 12:46pm

There is a computer program called Clipp for pool service prof
Kirk Walker January 10, 2011 at 11:13am

Zodiac has a builder management program and just came out with a service module. It is all web based so no software to buy and alll records are maintianed on their secure server. Can be accessed by anyone with a web enabled device. I haven't used either one but saw a demo of the builder program at an APSP meeting a few months ago. The just sent me the link to the service program. Very affordable and they have a free trial right now. I don't know if they integrate with Quickbooks or not for accounting.
Check out www.zodiacproedge.com/service

I purchased ServiceCEO a while back but never have had time to implement it. It is very robust and integrates with Quickbooks for the chart of accounts. I am considering my options at this point.

Good luck and keep us posted.

Kirk Walker
Swim Pure Pools
Austin, TX
Elizabeth Boyle January 10, 2011 at 7:35am

I am looking for an application like Proegde that is Microsoft RMS and GreatPlains compatable. Are you aware if Proedge is? Any other suggestions out there?

Thanks
Elizabeth Boyle January 10, 2011 at 7:33am

James D. Roberts said:

Hey Charles, since you have directly asked for this particular product you should look at Zodiac's new ProedgeService. I represent Zodiac, but I am also a tech freak, and it is pretty sweet for the price. I would love anyone's feeedback on this as there is a 30 day trial at proedgeservice.com

With ProEdge Service you can:
• Design, manage and email customer quotes
• Track customer leads
• Track and optimize routes
• Update techs in real‐time
• Review customer account information
• Manage work orders
• Automatic customer invoicing
• Manage Receivables
• Sync to QuickBooks® and ProEdge Build databases
• GPS mapping
• Track chemical readings and usage for customer accounts and inventory control
• Manage inventory and stocking locations
• Capture images and store them with customer accounts
• Access your data securely from any web enabled computer or web enabled mobile device, such as
iPhone®, iPad, Blackberry®, or Droid™

Let me know how you guys like it.
Elizabeth Boyle January 10, 2011 at 7:31am

James D. Roberts said:
Hey Charles, since you have directly asked for this particular product you should look at Zodiac's new ProedgeService. I represent Zodiac, but I am also a tech freak, and it is pretty sweet for the price. I would love anyone's feeedback on this as there is a 30 day trial at proedgeservice.com

With ProEdge Service you can:
• Design, manage and email customer quotes
• Track customer leads
• Track and optimize routes
• Update techs in real‐time
• Review customer account information
• Manage work orders
• Automatic customer invoicing
• Manage Receivables
• Sync to QuickBooks® and ProEdge Build databases
• GPS mapping
• Track chemical readings and usage for customer accounts and inventory control
• Manage inventory and stocking locations
• Capture images and store them with customer accounts
• Access your data securely from any web enabled computer or web enabled mobile device, such as
iPhone®, iPad, Blackberry®, or Droid™

Let me know how you guys like it.
James D. Roberts January 8, 2011 at 12:18am

Hey Charles, since you have directly asked for this particular product you should look at Zodiac's new ProedgeService. I represent Zodiac, but I am also a tech freak, and it is pretty sweet for the price. I would love anyone's feeedback on this as there is a 30 day trial at proedgeservice.com

With ProEdge Service you can:
• Design, manage and email customer quotes
• Track customer leads
• Track and optimize routes
• Update techs in real‐time
• Review customer account information
• Manage work orders
• Automatic customer invoicing
• Manage Receivables
• Sync to QuickBooks® and ProEdge Build databases
• GPS mapping
• Track chemical readings and usage for customer accounts and inventory control
• Manage inventory and stocking locations
• Capture images and store them with customer accounts
• Access your data securely from any web enabled computer or web enabled mobile device, such as
iPhone®, iPad, Blackberry®, or Droid™

Let me know how you guys like it.
Charles Allen January 6, 2011 at 10:04pm

Mark - Thanks for the input - Sounds interesting. What is the name of that Intuit product?

Mark H. Caldwell said:

We stuggled for years to find a scheduling program to track the appointments and status of customer calls for multiple trucks. It turns out that Intuit had just the right program for scheduling, invoicing, cost/ profit analysis per call. Plus it intergrated with my Quick books accounting program.
Mark H. Caldwell January 6, 2011 at 1:07pm

We stuggled for years to find a scheduling program to track the appointments and status of customer calls for multiple trucks. It turns out that Intuit had just the right program for scheduling, invoicing, cost/ profit analysis per call. Plus it intergrated with my Quick books accounting program.
Jeremy Hine December 13, 2010 at 7:26pm

Charles:

When you call in, ask for Gabriel 1-888-752-5978. Tell him I referred you. He should be expecting your contact. There is a local training (your in the Atlanta, GA market right?) coming up soon. I think its a training more than a presentation. The company does a roadshow training session. I'm signed up for the one in Orlando in January. Ask Gabriel about the upcoming session and if you'll benefit from it. The session is put on by the head programmer, looking for input and offering the latest in response to users feedback.

-Jeremy

Florida Leisure Pool & Spa

www.FLLeisure.com

Florida Leisure Pool, Spa, Hot Tub Repair, Pumps, Filters, Heaters, Salt Chlorinators, Automation

We repair pools, spas and hot tubs, pumps, motors, heaters, filters, automation equipment in Gainesville and North Central FL
Charles Allen December 12, 2010 at 9:17pm

Jeremy

i took the tour on line - i am in for a trial run

i need to ask if it is compatible with QBooks Enterprise Solutions - Manufacturers Edition - I will call them tomorrow

how do i get you your comp? do you need to let them know you got me involved? or do i just make sure to mention you as the referral?

Charles Allen

Original 7

Charles Allen said:

Jeremy - Thanks a lot - sounds great

i will check it out and get back to you if i go forward and get the program but, as you described it, it sounds almost like exactly what i was after

if i get it, i will do it thru your referral so they can comp you back something

i will check it out now but thanks for the input

Charles Allen

Original 7

Jeremy Hine said:

Charles:

check out www.hindsitesoftware.com

I just made the leap to it last month. Within the 1st week its already paid for itself w/ efficiency at which my office staff can now move. They handle a majoirty of the incoming phone calls, all the scheduling, routing, and invoicing. We (me and the guys in the field) get a PDA (windows smartphone or touchscreen netbook). we see the jobs scheduled, tick them off as we do them, the office sees what we've done and comments, parts used, time in / out at the jobsite, job is marked complete or incomplete by the field tech. Customer signs the PDA (no more carbon copy workorders). Tech records form of payment as well as the model and serial and types of equipment at the jobsite, notes about the pool etc. Its a beautiful solution to our needs here. it is meant to take the one guy operation to a more guy operation. A lot of users of the software are 5 truck outfits. Me, im still one truck on the verge of 2 trucks. =)

Its incredibly affordable. I pay $100 per month per truck. Updates are made frequently and the company refuses to turn you loose on your own so as to not fail at this.

Contact me for more details. There's a special coming up for new users if I can recruit new service companies.

-Jeremy

Florida Leisure Pool & Spa

www.FLLeisure.com