Poologics

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