Courtesy All Seasons Illinois

By Rachael Pritz, RB Pool & Spa

With the winterizing of pools, service professionals have an opportunity to build customer loyalty that will reach into the following year. Pool pros know that closing a pool efficiently and ending the summer season on a high note generates goodwill with customers. To that end, implementing mobile business software is key to ensuring the best customer service experience.

Courtesy All Seasons Pools Illinois

Using Mobile Live Service allows technicians to use their mobile devices in the field. Service technicians can view all scheduled jobs, the client’s equipment profile, job notes and even photos. With RB Pool & Spa or RB Service Pro software users have immediate access to all updates done in the field, and the office is instantly updated as the work is performed.

Save Time. Improve Customer Service.
Winterizing can be a fast and furious process for pool professionals as they race to close pools before temperatures drop below freezing. Using a Mobile Live app allows you the extra time needed to build customer loyalty by getting the job done right, on time.

Mobile Live app allows you to:

Courtesy All Seasons Illinois
  • Record pool or spa water test results: This data automatically becomes a part of the customer’s record (eliminating service forms)
  • Calculate recommended chemical dosages: Prompts are provided by Mobile Live through the Mobile Live App
  • Add job notes: Select an easy-to-use Customized Check-list to record service work performed
  • Add parts and chemicals used: This information can be directly added to the Sales Order through the mobile device
  • Convenient payments: Use a magnetic strip reader on your mobile device to take credit card payments at the job site, or give customers the convenience of securely paying their bills online with a credit card using the RB Online Bill Pay feature.
  • Inventory look up: Check prices and quantities on hand in all warehouses and reference all alternate part numbers. Perform Physical Inventory in your truck by UPC code to always keep your inventory up to date.
  • Never miss ordering a part needed for a customer: Technicians can place their parts orders on the Wish List and they will immediately be in RB Pool and Spa Software for the purchasing agent.
  • Virtual Door Hanger: Take customer service to the next level! Email your customers from the job site to let them know you were there and the work that was performed.
  • Management Reports: View service call figures and sales from any mobile device to help create customer loyalty and profits with winter or spring specials.

“The Mobile Live features recently released helped us bring our service department into the modern age.” says Steven F. of Anchor Pools INC, Yorktown, VA.

RB Mobile Live ensures in-field service technicians save time, provide superior customer service and gain invaluable customer loyalty while winterizing pools.

About the author: Rachael Pritz
Rachael Pritz has been active in the pool industry for more than 20 years. With her technical skills and industry knowledge, she joined the launch of RB Retail & Service Solutions in Pittsburgh in 2003. She can be reached via e-mail at [email protected].