SCHEDULING & MAINTENANCE

Wise Software makes pool service management effortless with intuitive drag-and-drop workflows. Quickly assign recurring maintenance to any customer location and even set automatic start and end dates, so you can set it and forget it.

• 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

With Wise Software Enterprise, this workflow is baked right into the pie. All clients can have unlimited* locations, each with their own set of equipment , services, water bodies etc. These in turn can each have their own unconstrained photo libraries and/or notes. The possibilities are endless.

• Equipment Photo Library

• Unlimited Customer Account Notes

• Service/Repair History Tracking

• Service/Repair Image Library Editing/Management w/ customizable metadata

• Service/Repair Quick notes for on-the-spot reference at jobs

Yes, Enterprise services include comprehensive fleet management solutions that can be tailored to meet the specific needs of your business. This includes unlimited notes on customer accounts and specific Service based notes that are used for quick reference while at a stop out in the field such as gates codes. Wise offers a detailed in-app chat/messaging systems that can also be used for imperative information while out on a repair and per job checklists and notes as well. All setup to make sure you have all the information you need when you need it.

Enterprise supports fully customizable digital checklists for your service stops. Each list can be tailored to a specific type of Pool or water body; this gives each client the possibility of a tailored to-do to their service.

Service notes can be bubbled up and organized into one centralized report, viewable by any employee with the correct permissions. This report can be used to take further action on equipment. Whether that be setting a simple reminder or scheduling out further service visits.

Track chemical usage for all jobs using our chemical reports located under the costing tab in the reports section of the program.

Technicians can be scheduled out in many different ways. here are a couple examples.

• By using the dispatch board, located in the scheduling module, you can quickly schedule out multiple jobs for any technician just by using drag & drop mechanics.

  More info can be found in our online documentation here.

  
  

• You can also utilize the Route builder to just as easily build out full-service route for all of your technicians, utilizing the search to schedule out by city, zipcode, etc.

  More info can be found in our online documentation here.

Use one of the Costing reports such as consumable usage to help track your treatments. Readings can be pulled from the scheduling module by accessing service history. readings can also be accessed in a myriad of other places to take advantage of recommendations etc. Such as Customer Details in the Retail portion of the program.

Indeed, it does. Weather in the office on your desktop or laptop, or out in the field on the phone, Enterprise has the tools to make sure you can quickly with the press of a button optimize your route or your technicians' routes for fastest drive times or lowest mileage. Organize and save routes with ease.