What's in the box
PoolBox is an integrated software solution built specifically for the Pool & 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 min and max 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.
Say goodbye to paperwork and double entry. This time-saving app takes care of your pool servicing business from end to end.
- BOOK and SCHEDULE JOBS
Our drag and drop scheduler makes it easy to organise your team. - EMPOWER YOUR TECHNICIANS
Enable techs 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 TECH TRACKING
Track your technicians and easily optimise their routes. - SORT OUT YOUR PRODUCTS
Switch on and edit products from major suppliers. Or add/import your own. - 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
Whip up a quote or job using our fully-editable templates. Or create your own. - MANAGE POOL DETAILS
Store all the details of your pools and pin 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
Set the default min, max and targets for all chemical tests. We’ve preloaded the app with surface and sanitiser exceptions, or you can create your own. - DOSAGE RATES
We’ve built in all the dosage rates and product lists from major suppliers. Otherwise, add your own products and dosage groups to 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, 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 financial wherever you are.
- Be on top of your financial affairs.
- Simplify HR & Payroll.
- Make lodging with the ATO painless.
05. POINT OF SALE
POS integrated with your accounting system and inventory. Manage and operate all aspects of your business seamlessly.
- Integrate your POS. 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 you 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.
