Upvoit – Dive Into Efficiency with All-in-One Pool Service Management.

Smart Scheduling & Dispatching:

Scheduling and dispatching jobs are two of the most important aspects of running a pool service business. With Upvoit, you get powerful scheduling tools that make it easy to assign jobs to your team, track work progress, and ensure everything is completed on time. The drag-and-drop calendar feature makes it simple to adjust schedules when things change, such as a weather delay or an urgent request from a client. Additionally, Upvoit helps you optimize routes for your technicians, reducing travel time and ensuring they can get from one job to the next efficiently.

You can also easily set up recurring services, ensuring that customers who need regular maintenance, like pool cleaning or chemical balancing, are taken care of without requiring additional scheduling.

Mobile App for Real-Time Management:

Stay connected with your team, no matter where you are. With the Upvoit mobile app, both you and your technicians can manage jobs directly from your smartphones or tablets. Whether you’re in the field or in the office, the mobile app gives you full access to job details, customer information, and scheduling updates. Technicians on-site can view job instructions, check off tasks as they are completed, and even upload before-and-after photos directly from the app. This real-time connectivity ensures that you’re always in the loop and able to track the status of each job, without needing to rely on emails or phone calls. Additionally, technicians can collect customer signatures on-site and submit job completion reports, giving both you and your clients immediate confirmation of the work done.

Invoicing & Payments Made Simple:

Say goodbye to complicated billing and late payments. Upvoit simplifies the invoicing process by automatically generating invoices based on completed jobs. Each invoice includes all the details from the job – services provided, costs, and any additional notes – so you don’t have to worry about missing any important information. You can send invoices directly to clients through email or the client portal, ensuring they receive them promptly after a job is completed.

Upvoit also integrates secure online payment options, allowing clients to pay invoices via credit card or ACH transfer. With automated reminders for overdue payments, you can encourage timely payments without the stress of chasing down clients. This efficiency helps improve cash flow and ensures you spend less time on billing and more time on servicing clients.

Client Portal for Easy Communication:

With Upvoit’s client portal, you give your customers an easy way to manage their services. Clients can view and approve quotes, check upcoming appointments, and review past invoices all in one place. The self-service portal means clients don’t need to call or email you for updates – they can manage everything online. This not only saves time for your clients but also reduces the number of back-and-forth communications you need to handle. Clients can even send new job requests or ask questions directly through the portal, which go straight into your Upvoit dashboard for follow-up. By providing this modern, user-friendly experience, you’ll impress clients and build stronger relationships.

Reporting & Analytics:

Gain valuable insights into your business performance with Upvoit’s reporting and analytics tools. You can easily generate reports on sales, completed jobs, customer feedback, and much more. This data helps you make informed decisions and identify areas for improvement. For instance, you can analyze your busiest months and use that data to plan for peak seasons, or review your revenue to see which services are the most profitable. Whether you’re looking to optimize scheduling or improve customer satisfaction, the detailed reports from Upvoit provide the information you need to take actionable steps toward growth.

Timesheets & Payroll Management:

Managing employee hours and payroll can be one of the most time-consuming tasks for a pool service business owner. Upvoit eliminates the hassle of paper timesheets and manual calculations. With automatic time tracking, technicians can clock in and out using the mobile app, or the system can track time based on job start and end times. At the end of the pay period, you’ll have accurate, ready-to-process payroll data. Upvoit also helps reduce payroll errors by calculating wages and overtime automatically. If you use accounting software like QuickBooks, you can easily sync the data, making payroll processing quicker and more accurate.

Custom Forms & Checklists:

Every pool service job has its own unique requirements. With Upvoit, you can create custom forms and checklists for each job type, whether it’s for regular pool maintenance, deep cleaning, or equipment inspections. These forms can be completed by your technicians directly through the mobile app, ensuring that every important detail is captured. You can also collect customer signatures and attach photos to job reports for added documentation. Custom forms ensure consistency in the quality of service provided, giving both you and your clients peace of mind.