Industry
Pool Maintenance Software, Non-profit
Technology
ASP.NET, SQL Server
About Our Client
The Poologics system is specifically designed for businesses in the swimming pool construction industry. It serves as a comprehensive solution for pool builders to manage their business operations, from lead generation to final project completion and warranty management.
Challenge
Before the implementation of a unified system like Poologics, pool construction businesses often faced several operational challenges:
- Fragmented Data Management: Dealing with multiple platforms for leads, estimates, and project management.
- Complex Scheduling: Managing various project phases, prerequisites, and inspections across different municipalities (agencies).
- Financial Tracking: Balancing job costing, contract pricing, and payment draws manually.
- Customer Communication: Keeping clients informed through discussions and sharing relevant project attachments or images.
Solution
Poologics provides a unified, web-based platform with a four-layer architecture (Web, API, Services, and Repository) that streamlines the entire pool construction lifecycle:
- Lead-to-Project Conversion: A streamlined 6-step process that converts a sold lead into a full project file, incorporating scheduling, inspections, and financial draws.
- Multi-Tenant Architecture: Allows for secure data separation, where company-specific information is stored in a dedicated database (PoologicsData) while master subscriber information is held in PoologicsMain.
- Integrated Communication: Features dedicated discussion tabs for projects and “Customer” tagging for attachments to allow direct sharing with clients.
- Automated Web Forms: Integration of HTML code for websites to automatically capture leads, warranty claims, and customer feedback directly into the Poologics system.
Results
- Operational Efficiency: Businesses can quickly add leads from any page and manage them through custom statuses and sources.
- Improved Accuracy: Financial “draw amounts” must equal the total contract price before proceeding, ensuring billing accuracy.
- Enhanced Compliance: Systematic tracking of required inspections and permits through specific agency and inspection templates.
- Centralized Business Control: Admins have full visibility across all user accounts, roles, and project finances.
Tools & Technologies
The system is built on a robust, primarily open-source tech stack:
- Server-Side: ASP.NET MVC framework.
- Client-Side: HTML, JavaScript, Bootstrap (for responsive design), and Razor Pages.
- Databases: SQL Server (utilizing two distinct databases for multi-tenancy).
- Third-Party Integrations:
- Stripe: Payment processing.
- QuickBooks: Accounting integration.
- Google Maps API: Geocoding and map display.
- Google Calendar API: Scheduling.
- SendGrid: Email services.
- Freshchat: Ticketing and support.
- Pendo: User behavior and application insights.
- Kendo: Grid, Scheduler, and Gantt Charts.