Business automation is transforming the way companies operate, allowing them to do more with less and scale in ways never before possible. This means business size matters less as automation can give the advantage to smaller brands that are often able to react to new trends faster than their larger rivals. Whether it be automating accounts receivable, taking payments online or ditching snail mail in favor of emails, investing in industry-specific software enables businesses to automate time-consuming, recurring business activities, streamline workflows and improve the efficiency of business operations.

Superhero software solutions for the pool and spa industry

Once the summer season is over, there are only a few short months in the winter to evaluate how to make the following season even better. It is therefore imperative to choose business automation software that is designed specifically for the pool and spa industry to make the transition and implementation as seamless as possible. This software should provide an all-in-one solution to immediately help reduce or eliminate stressors that are currently inhibiting business growth.

Top 6 best automation features

The following features have the largest impact on improving efficiency and operations.

  1. Vendor Integration - Eliminates duplicate purchase ordering and input of inventory. Directly integrates with pool and spa vendors and distributors with pre-programmed SKUs. Save time with automatic pricing and inventory imports.
  2. Water Testing Station Integration - Connects business software with industry water testing software to eliminate double data entry removing the need to do redundant typing, employees spend more time speaking with customers and exploring potential upsell opportunities.
  3. Mobile Live for Service - Easily view Scheduled Jobs along with the Customer’s Information including equipment profile, job notes, directions, and pictures on record. Eliminate service forms, record pool or spa water test results, take payments at the job site, and even look up inventory and do physical inventory on service trucks, all on a phone or tablet.
  4. Mobile Live for Retail - View inventory in real-time, get instant access to customer history and profiles. Staff can use a tablet and barcode scanner to complete sales transactions, process credit cards, and email receipts from anywhere in your retail store operation. Increases customer service levels and ultimately closes more sales.
  5. Mobile/Electronic Payments - Offer customers the convenience of paying online. Investing in online bill pay system allow you to send bills by email not only to save on the cost of envelopes, stamps, labels, paper, and ink, but also because it saves money on labor and reduces the amount of time it takes to bill and collect payments.
  6. E-Commerce/E-store - Get a shopping cart feature that can be added to your existing website to allow clients to order, pay, and arrange for delivery or pick-up. Providing a fully equipped, easy check-out and curbside pickup or delivery option is critical in today’s marketplace to survive and expand. Consider including down payments for products and services which might not start or be delivered until next spring.

Learn more about automation software that will improve operational efficiency throughout your business from RB Retail and Service Solutions.