September is here

The kids are back in school, and fall is just around the corner.
As a pool professional, you know the signs: The End of Summer means the winding down of your busiest season.

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What does that mean for you and your employees, your customers, your family?

Planning ahead is the best way to avoid emergencies and unnecessary frustration, so let’s examine some of the ways you can start preparing now and see how Paythepoolman can streamline the process!

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The Bottom Line - How Does the End of Summer Affect Your Budget?

Depending on your geographic location, cooler weather often means fewer pool parties, and likely your services will be greatly reduced or even put on hold for numerous months. Business owners rely on that stream of residual income to keep the doors open and their personal lives afloat.

Here are some ideas to consider:

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Pool Closing Charges

• Plan now for Pool Closing Charges and how you’ll present this information to your customers.
• Utilize our Mass Correspondence options for thinking-ahead announcements like special emails or holiday flyers (for example, a special Labor Day announcement in September).

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Billing

• When you Run Billing, you have the option to Add an Item to Mass Billing, adding that charge to all invoices immediately — like those end of season pool winterization fees!

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Budget Strategies

• Explore budget strategies for the “skinny” months when pool servicing demands wane.
• Paythepoolman offers nearly 30 different reports to help you gain a solid understanding of your company’s Profits & Losses, as well as tracking Unpaid Invoices and Overdue Accounts!
• Use our Bank Management feature to link your company’s bank directly, and download/manage your expenses.
• Fewer clicks means faster solutions!

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Goal Setting

• Set goals to keep you on track.
• We offer an entire section devoted to Expenses for setting and tracking your finances using our Income/Expense Goals feature, as well as an Expense List and a special place for quickly recording and saving expenditures with Quick Receipts.

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File Cabinet

• Our File Cabinet feature is the perfect place to store important documents like customer contracts, warranty information, special products, and more.
• Stored in your customer's dashboard so it’s easy for you to find them!

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Inventory & Tracking

• Are there particular chemicals you need to have on hand? Special tools or equipment for pool closing tasks?
• Make a list for you and your techs to avoid last minute scrambles.
• Use our Shopping List feature to manage active inventory based on what you have, what you'll need to order, and what has been used!
• Don’t forget to check out our incredible Tracking system where you can log and create schedules for Filter Cleanings and Salt Cell Cleanings, with the added bonus of building your own Custom Trackers for functions unique to your company!

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Repairs & Bids

• Pool closing season is a great time for scheduling those repair projects that get put off during busy summer swimming.
• Check out our awesome Repair Calendar for lining up those jobs!
• Our program even offers a streamlined, contactless system for creating Bids, accepting deposits when a Bid is approved, and turning the bid right into an invoice when work is complete.

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Interchange

• Bid out NEW CUSTOMERS or current customers without having to stop by their property with our Interchange feature!
• Contactless bidding with all customer contact info, pictures, and video sent directly to you by customer.

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Support

Maybe you’re thinking outside the box but not sure how to apply it to our program — just call or text our Support Team at 951-234-5166, or send an email to support@paythepoolman.com.

We’d love to hear from you and help you find the tools in our program to make your vision a reality!

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Paythepoolman is here for YOU

The pool professionals — the boots-on-the-ground whose lives depend on the accuracy and efficiency of the time and energy you invest every day.

The preferred pool service software!

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Resources

Check out our YouTube channel for over a hundred video tutorials:
👉 Paythepoolman YouTube Channel

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Our Mission Statement

Giving business owners back their personal lives through highly efficient professional software & caring support!

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Let us know how we can help you!

Get Started with Paythepoolman Today →

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