One key challenge of managing a pool service business is ensuring that your pool technicians in the field are delivering the highest quality service, and are doing so consistently. Pool forms solve this challenge by creating a streamlined link between the customer, the service technician, and the manager in charge.
Forms allow your pool technicians to schedule appointments, fill out inspection checklists, and maintain safety standards while doing so. Customers can then fill out satisfaction surveys, receive instant invoices, and sign off on the completed work. On the back-end, managers receive live, real-time data, helping them track inventory, customer satisfaction, and revenue.
In this guide, we will explain how to create and optimize some of the most common mobile forms used by pool service businesses, cleaning & maintenance checklists, customer invoices, pool technician attendance & safety forms, customer satisfaction surveys, and pool maintenance service agreements. The forms in this guide are designed to be used by both residential and commercial pool service businesses.
Create a safety checklist form for your technicians to follow when in the field. With simple yes or no questions for things like whether the technician wore proper safety gear, to descriptive text-boxes that allow your pool techs to report safety issues directly from their mobile device.
Why wait to schedule your next visit? Mobile forms let your techs set a follow up visit without having to chase clients over the phone. Save time, and have a steady stream of regular visits rather than sporadic checks.
Itemized invoices keep things haggle and hassle free. Create invoices and give your techs the ability to give discounts and place order forms. Whether you're ordering a new pool filter or simply giving a new customer a discount on services, the ability to do so is now in the palm of your hands. Transperency about pricing leads to trust, and trust creates loyal customers.
Never take a chance on how happy your clients are. Design a mobile form to gauge how your technicians are doing. Measure overall satisfaction, on time rates, efficiency, friendliness, and anything else you'd like to keep track of.
Whether it's a performance review or past invoices, having mobile forms allows you to download and even email the data you want. Exporting data helps your pool servicing company keep a constant stream of data at everyone's fingertips.
Why wait till the end of the week to see how your company is doing? Ditcch pen and paper and go mobile to have access to real-time data, taking the guess work out of your accounting.