RETAIL & INVENTORY

Wise Software Enterprise helps you deliver a smoother, more professional experience for your clients by combining automation, transparency, and customization. With automated scheduling and communication tools, you can send service reminders, confirmations, and updates without lifting a finger—ensuring customers always know when to expect you. A branded customer portal allows clients to view service history, invoices, and photos, or even request additional work, giving them full visibility and control. Role-based permissions keep your team organized and your customer data secure, while analytics help you anticipate client needs and improve satisfaction. Integrated billing and online payments make transactions effortless, and customizable templates ensure every message, invoice, and report reflects your brand. In short, Wise Software Enterprise lets you operate efficiently while delivering the kind of experience that keeps customers loyal and impressed.

• Automated scheduling via drag-and-drop with real-time alerts.

• Mobile access with offline capabilities for technicians.

• Customizable customer communication through alerts, emails, texts, and push notifications.

• Customer portal app for service and billing management.

• Online payments, auto-pay setup, recurring invoices, and convenience fees.

• Real-time inventory management with distributor price updates.

• Customer management dashboards for billing and payment history.

• Extensive automation of invoices, conditioners, and payments.

Additionally, it tracks chemical usage and equipment with photos and provides detailed reporting on service and billing history.

This all-in-one system integrates industry-specific workflows to streamline operations, reduce app dependency, and save time and fuel through automation and route optimization

Quickly & Easily place a customer sale on back-order right from within Wise Software Retail. With tie ins to Pools360, you have the ability to also immediately send that order to your local branch for processing right in the middle of a sale.

Since Wise Software Retail & Enterprise is a true All-In-One solution, all aspect of your businesses are always available, usually one a couple clicks away. Get instant access to service history, Pool readings and chemical usage during a Retail sale. Even use information, such as test results, to create orders or get suggestion on what a customer should order. All without leaving a sale.

Since Enterprise is an All-in-One solution, Integration between its parts is built right in. The Retail/POS portion of the program are of the same brain and UI that powers the CRM function as well as the inventory. Moving between functions like product lookups and replacement or substitute part is a breeze as it is all in the same application.

Wise is capable if integrating into you Wix shop for seamless workflows that help manage inventory between your online store and brick & mortar establishment.