Comprehensive Features to Streamline All Business Operations
Leads & Clients in a Single Database
Digital Invoices & Payments
Job Scheduling Calendar
Xero & Quickbooks Integration
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Orderry is a cloud-based solution for small and medium-sized pool service companies
Centralized Platform For Field Service Management
In addition to the web version, the Work Orders mobile and tablet application allows pool service technicians to work efficiently from anywhere. With these helpful features, your team will work at their best while being on the go:
- Customer data, details of their work orders, and history of works performed are always at hand
- Quick contact with clients and managers
- Creating work orders and updating their statuses via the app
- Adding and deleting services, spare parts/materials, chemical readings, photos, and videos in a few clicks
- Accepting payments in the field
- Managing and assigning tasks.
Quick & Painless Appointment Scheduling
Use the built-in job scheduling calendar to manage resource load, assign tasks efficiently, and get the most done in a limited time.
- Estimate the workload of your techs and equipment.
- Schedule jobs for a specific time for each technician.
- Create work orders directly in the calendar
- Set up automatic notifications with reminders of upcoming service appointments and on-my-way alerts.
Expert Features to Maintain Long-Term Customer Relations
All the necessary information about new and existing clients, collected in one pool service software, will help you establish loyal relationships and build repeat business:
- Easily track service history and properties per client
- Setup clients’ discounts for your regulars
- View the basic profile data like client names and addresses, invoice history, special requests, and comments from previous visits.
You can also ask your clients for feedback by sending automatic messages after service completion. By clicking on the link in the SMS, clients can write a review and rate your pool company. In the "Customer Feedback" report, you will see how satisfied your clients are and evaluate each tech's work.
Automation of Pool Service Businesses Routine
Simplify daily tasks for your techs and office teams with Orderry’s time-saving features:
- Built-in catalogs of services, labors, and goods are already there in your account after signing up.
- Ready-made print templates (e.g., quotes, billing documents) and flexible forms for quick data entry.
- Automated invoice creation and sync with Xero and QuickBooks accounting platforms.
- Automatic calculation of the cost of work orders, sales tax computing, and payroll.
Orderry is field service management software that automates routine processes to help you focus on business growth
Control of Finances
In Orderry, you can create virtual cashboxes for different types of payments for each location or the entire pool service business. Key features include:
- Accepting prepayments and customer payments, either cash or cashless.
- Advanced setup of access rights to prevent fraud or unauthorized operations.
- Track business income and expenses by cash flow item to improve budget planning.
- Financial reports in a few clicks to quickly respond to changes in financial metrics and effectively manage the company's budget.
Streamlined Warehouse Operations
Keep records of tools, equipment, and consumable items your business operates with daily. Create digital warehouses in the pool service software to organize efficient inventory processes in your physical storage facility:
- View stock levels, post products, write off or transfer goods, return to suppliers, and add to work orders or sales.
- Use bin locations and serial numbers to save time finding the item you need.
- Analyze product ranges and purchase items on time to keep your inventory up-to-date.
You can also identify your equipment or vehicles as assets in Orderry and create special warehouses for your pool business’ assets. This way, you will track who uses them and where they are.
Efficient Management of Your Employees’ Time
When creating employee work schedules in Orderry, you ensure your team works at their best. The complete scheduling of working time, days off, vacations, and sick leaves in one ecosystem will help you track who works when and for how long.
Wage Calculation Without Headache
In Orderry, you can automate payroll computing for your team. Set up coefficient pay, employee commissions for different types of work, bonuses, penalties, and base salaries to keep accurate records of all the work done. Later, you only need to open each employee’s balance to accrue the final amounts at the month's end and pay salaries out.
Reports to Drive Business Growth
Generate easy-to-read reports on various business activities in a few clicks. Inform your decision-making with relevant data on:
- the most demanded services to adjust your pricing policy and create a list of services based on their popularity and profitability
- the net profit for each job with a breakdown by employees to assess the productivity of your pool service professionals
- marketing channels that bring you in the most customers to analyze the results of your marketing campaigns
And on the graphs and diagrams of the Company Insights Report, you can track your KPIs in dynamics and identify seasonality trends or other exciting patterns.
Pool Service Company’s KPI on Smartphone
Monitor your key performance indicators for the day, track customer feedback and cashbox statuses in real-time, and get in touch with employees and clients in one tap via the Business Insights mobile application. You can also secure your account by enabling two-factor authentication.
Activity Log Report to Strengthen Internal Security
On a single page of this report, you will see who did what and when in your Orderry account. This way, it will be easy to identify employees' bad behavior, prevent fraud, and eliminate human error risk. And when mistakes happen, restore deleted program objects with one click.
Why Work With Us
Cloud technology allows you
to access the program anywhere
using a mobile device or computer:
in the office, in the warehouse,
or at the customer's site.
Thanks to the intuitive interface,
you don’t need special skills to use Orderry. You can find step-by-step guides and video tutorials in the Help Center or contact our Customer Service if you need help or have questions.
Orderry offers a program interface
in seven languages and customer support in English and Spanish.
Quick start: you sign up,
choose your business type, and customize templates and forms according to your business needs. Next, you create real-life jobs and schedule appointments right away.
You know how to make your clients happy with high-quality pool services. We’ve helped thousands of service companies streamline routine processes and grow their business. Let’s collaborate!
Create your account in Orderry and test all features free for 7 days.
No credit card required.
FAQ
What is pool service software?
This specialized business software is designed to help companies manage their operations more efficiently. Pool service software solutions typically include features such as scheduling and dispatching, inventory management, customer management, billing & invoicing, and reporting. It allows pool service companies to streamline workflows and service visit invoicing, track inventory and equipment, schedule and assign technicians jobs, and improve customer satisfaction.
Does Orderry have online customer booking functionality?
The Orderry team is working on implementing a self-check-in widget to capture leads and online booking requests from your website and process them in Orderry without connecting a third-party service. You can offer your customers a seamless point-and-click booking experience with the possibility of checking a scheduling status as soon as it is released.
Can I accept online payments in the Orderry service program?
It is not available at the moment but we are working on adding more convenient payment options to the Orderry functionality. Soon, a new integration with Stripe will be released. You can follow the progress of its implementation on the Home page.
What pricing options are available in Orderry?
In Orderry, several subscription plans are available to suit the needs of different businesses. The first option is the basic plan called Startup, which is ideal for small businesses and offers essential features and limited access to specific modules. The Startup plan is the most popular choice and provides a universal platform for managing customers, jobs, inventory, and finances. The Business plan is designed for larger businesses and includes advanced features such as status time limits, bin locations, and custom reporting. Finally, there is the Enterprise plan, which offers additional customization options and dedicated support. With these pricing options, Orderry service management software solution aims to cater to businesses of all sizes and budgets.
What are the benefits of using pool service software solutions?
Using a modern solution offers several benefits for your pool service business:
- Streamlining and automating various tasks like scheduling, invoicing, and customer management. This saves time and reduces the chances of errors, leading to increased efficiency and productivity.
- Real-time access to information allows users to track and monitor pool maintenance and service activities. This helps in better decision-making and ensures timely and effective service delivery. The pool service route software often includes invoicing features, inventory management, and route optimization, further enhancing operational efficiency.
Overall, pool service software solutions can significantly improve pool service businesses' organization, management, and profitability.