What's in the box

PoolBox is an integrated software solution built specifically for the Pool and Spa Industry. PoolBox connects your Point of Sale (POS).  Service Management and Water Testing Systems with MYOB, QBO and Xero Accounting Software.

01. FULL VISIBILITY

The behind the scenes workhorse that enables full visibility across all your PoolBox systems.

  • Connect base business data – Customers, Suppliers, Inventory between each of the CONNECTED systems (Service Management, Finance & POS).
  • Post Sales & Purchasing transactions using departmental posting logic.
  • Enable the management of inventory (create, update & delete) items for each warehouse.
  • Define warehouses and locations for each warehouse.
  • Manage stock on hand by warehouse.
  • Define master stock list for each warehouse including minimum and maximum on hand value.
02. SERVICE MANAGEMENT

A fully integrated professional pool management software in your pocket.

The industry standard service management software with inbuilt chemical calculator, job management templates and mobile app for billing on the road.

This time saving app takes care of your pool servicing business from start to finish. Say goodbye to endless paperwork and time consuming double entry.

  • BOOK AND SCHEDULE JOBS
    Our drag and drop scheduler makes it easy to organise your team.
  • EMPOWER YOUR TECHNICIANS
    Enable technician to manage jobs, quotes, invoices and chemical tests from their phones.
  • BEAUTIFUL COMMUNICATIONS
    Impress your customers with professionally designed job sheets, in-store tests and a visual pool chemistry history.
  • GPS TECHNICIAN TRACKING
    Track your technicians and easily optimise their routes.
  • MANAGE YOUR PRODUCTS
    Simply add, import, edit or track products from major suppliers.
  • QUOTE QUICKLY AND EASILY
    Create quotes on the spot and convert them into a scheduled job with one click.
  • POWERFUL CHEMICAL CALCULATOR
    Enter pool test results and observations for recommended actions and chemical quantities.
  • SAVE TIME WITH TEMPLATES
    Simply use one of our already made fully-editable templates or create your own custom made template that works best for your business.
  • MANAGE POOL DETAILS
    Store all the details of your pools and link them to as many customers as you need to.
03. WATER TESTING

Integrate data from water testing hardware either in-store or in the field.

  • POWERFUL CHEMICAL CALCULATOR
    Our calculator automatically adjusts the chemical targets and formulas based on the pool details you input, such as volume, surface type, sanitiser and more.
  • LINKED PRODUCTS
    All recommendations and dosage rates are linked to your product lists. Just click the shopping cart and you’ll see all products linked to that recommendation.
  • MANAGE CHEMISTRY
    You will be able to set the default minimum, maximum and any targets for chemical tests. We have installed the software with surface and sanitiser exceptions that can be altered or your are able to create your own depending on your needs.
  • DOSAGE RATES
    We have built in all the dosage rates and product lists from major suppliers. Alternatively you are able to add your own products and dosage groups, that will automatically link them to the calculator.
  • REAL-TIME CHEMICAL HISTORY
    You can access the chemical history of all of your pools any time from the portal.
  • INCLUDES:
    LaMotte Spin Lab, La Motte Spin Touch and Wave III Express
04. FINANCIAL INTEGRATION

Integrated sales, customers, inventory and payment data in real time with your accounting systems.

Integrate your Sales, Customers, Inventory and Payment Data in real-time with either MYOB Account Right Live, Xero or QuickBooks Online.

  • No more double or triple handling data.
  • Integrate all transactions as they happen.
  • Connect all the data in your business.
  • Reconcile your daily sales in a few minutes.
  • Know your financial position every day.
  • Access your financials wherever you are.
  • Be on top of your financial affairs.
  • Simplify HR and Payroll.
  • Make lodging with the ATO painless.
05. POINT OF SALE

POS integrated with your accounting system and inventory which enables you to manage and operate all aspects of your business seamlessly.

  • Running your business from one integrated platform ensures that you can manage and operate all aspects of your business seamlessly.
  • Stop running your service and in-store systems separately with POS integration.
  • Scan and process counter sales.
  • Process customer payments via EFTPOS, Credit Card, Cash, Cheque and Debtor Account.
  • Apply debtor pricing.
  • Pay customers accounts directly from POS and allocate directly to your financials.
  • With the shift function you can easily track open float and cash drops and all totals recorded for each payment method that you support with your register.
  • Sign in POS users and tag sales with salesperson ID.
  • Process stock movements (down) with each sale on the linked warehouse for POS location.
06. MOBILE PAYMENTS

Precise payment collection and integrated with your accounting system.

  • A fully integrated payment platform.
  • The payment system that ensures payment is collected at job completion either on the road or request your customer to pay online.
  • Synced in real time with your accounting system.
  • Enter your client’s credit card number or simply take a photo of their credit card and you can process the transaction then and there.
  • Invoices can be emailed to your customers to allow them to pay online.
  • Improve your cash flow.

Ready to Dive in?

Contact Us!