Integrations
Heritage Pool Supply Group
One connection. Less friction.
Heritage Pool Supply Group is one of the largest pool and spa distributors in the country, with branches coast to coast and a catalog that stocks nearly every brand a builder touches. That scale is an advantage on the jobsite and a headache in the back office. Pricing lives in one system, estimates live in another, orders get placed a third way, and job costs get pieced together after the fact.
The Poologics + Heritage Pool Supply Group integration closes that loop. Heritage pricing, availability, purchase orders, tracking, and QuickBooks Online job costing all run through Poologics, so the way you quote a job is the way you order it, track it, and cost it.
What's Included
The integration connects Poologics directly to the Heritage ordering system across five core workflows, from live pricing to job costing inside QuickBooks Online.
Automatic pricing sync
Product pricing syncs automatically from Heritage, so your pricebook always reflects what you actually pay. No manual updates. No outdated costs cutting into your margins mid-project.
Real-time product availability
Check inventory across Heritage branches instantly from inside Poologics. See what's in stock where, and split orders across branches when you need to keep a job moving.
QuickBooks Online integration
Convert Heritage purchase orders into bills and push them directly into QuickBooks Online for job costing. Your financial picture stays accurate, your job costs stay tight, and your bookkeeper stays happy.
Effortless POs
When you're ready to order, Poologics converts your estimate line items into a Heritage purchase order in seconds. What you've already scoped becomes what you order, without retyping a single item.
Order tracking in Poologics
Once your order is submitted, tracking updates flow back into Poologics automatically. Your team sees order status on the job it belongs to, without logging into a separate system.
Contact Us today and we will show you how Poologics will get your business rocking!
How it works
From Estimate to Order to Job Cost
Connect your Heritage account
Connect your Heritage account to Poologics and you'll have access to the Heritage catalog and your pricing. View products by brand and select the ones you want to add into Poologics.
Build estimates with real pricing
Use your Poologics pricebook to build estimates. Product pricing stays in sync with Heritage, so your numbers reflect your actual costs at all times.
Check availability and place the order
When a job is approved, check real-time availability across Heritage branches, convert your estimate to a purchase order, and submit it directly to Heritage from inside Poologics. Line items carry over automatically, no duplicate data entry.
Track the order and push to QuickBooks
Order tracking updates flow back into Poologics so your team knows where materials stand. When it's time to close the books, convert the purchase order to a bill and push it into QuickBooks Online for accurate job costing.
CRM
This is where it all starts. Capture leads, manage contacts, companies and vendors, and report on your pipeline.
Estimates & Proposals
Simplify the process of creating accurate estimates and compelling proposals for your customers.
Project Management
From task management to scheduling to warranties, we've got everything you need to get the job done.
Financials
Streamline your financial management, making it easy to handle receivables, bills, and budgets all in one place.
