Description
Poologics is a comprehensive project and business management software tool built specifically for pool professionals. Poologics is an all-in-one software solution designed to be the ultimate everything for your swimming pool construction business. Pool building has a lot of facets, so we designed Poologics with a lot of facets! Poologics offers a system for CRM & Lead Management, Estimates and Proposals, Project Management, Scheduling, Document Management, Project Finances, Punch Lists, and Warranties, and a lot more.
CRM AND LEAD MANAGEMENT:
Support
Unlimited Contacts | Companies | Vendors
Lead Capture From
List, Kanban, Pivot and Chart Views
Contact and Lead Import
CRM Dashboards
Custom Proposal Templates
Proposal E-signatures
Gmail Integration
SMS Messaging
Pricebook Integration
Document Management
Unlimited Users
Internal Messaging
ESTIMATES & PROPOSALS:
Unlimited Estimates & Proposals
Pricebook import and Onboarding
Price Groups
List, Kanban and Chart Views
Estimate & Proposal Versioning
Custom Proposal Templates
Proposal E-signatures
Visual Proposal Editor
Provisioned and Custom Take-offs
Customer Preview
Document Management
Unlimited Users
PROJECT MANAGEMENT:
Unlimited Projects
List, Gantt and Calendar Views
Custom Project Templates
Permitting & Inspections
Job Boards and Master Scheduling
Tasks and Activities
Document Management
Unified Communications (email, SMS, internal messaging)
Selections
Change Orders
Customer Invoicing
Budgets & Cost Variances
Warranties
FINANCIALS:
Change Orders
Receivables
Job Costing & Budgets
Payment Schedules
Electronic Signatures
Financial Reporting
Estimated & Actual Cost Tracking
Delinquent Receivable Monitoring