Structured Project Creation and Planning


Screenshot of project creation wizard in the Poologics project module

From Sales Team to Pre-Construction

Creating a project from the Poologics CRM or from an Estimate will pull in all of the conversations, context, and attachments from the sales process into the Project Creation via our document management system. With a structured handoff process and automated data pull from the CRM, the office or project management team will be ready to charge into Pre-Construction.

Apply the Nuance Required for the Client

Each project has its quirks. From custom pool designs, to cities with plenty of inspections, and payment schedules with out of the ordinary financing, the guided project creation readies you to launch the project ready to capture and track all of the details.

Protect Standards with Custom Templates

Setup your project management workflow with the customer success team and drive your team toward perfect execution. Select a customized project template that reinforces your company's standards and enjoy our guided six-step project creation process. Our guided task management system will deliver results from pre-construction through warranty.

Stay On Schedule


Job Boards and Master Scheduling

Stay on track with your job board. Schedule phases of construction onto the Master Calendar, create favorited views of calendars for crews and notify subcontractors and clients of construction events. 



Construction Document Management System

Keep a single source of truth for all project documentation. Upload your plans, job site pictures, and project documentation to any record, and Poologics software will organize the files for easy accessibility.

Tasks and Activities



Don't let follow ups, document uploads, or punch list items fall through the cracks. Manage the team's productivity by creating assigned tasks and activities within the project management tool.

Communicate & Collaborate

Collaboration and communication is vital to great customer experiences. Let Poologics be the single source of truth for project communication, notes, internal messages, and external emails/SMS. Poologics is the ultimate construction collaboration tool.

Screenshot of creating a task in Poologics project module
Screenshot of managing document management in the Poologics projects module.

Inspections, Selections and Warranty Management


Screenshot of permits and inspections in Poologics projects
Screenshot of warranty coverages in Poologics projects module

Permitting and Inspections

Create and manage change orders from your phone or the office, and get quick approvals with electronic signatures. Get notified when clients view and sign change orders, automatically apply the changes in budget to the job, and handle the payment in an existing invoice or create a new one.

Warranty Coverage & Claims

Automate the application of warranty coverages to your jobs. Use our custom webform to capture claims and manage the workflow in a clean kanban user interface. Our warranty management tools drive collaboration by allowing the team to communicate internally and notify subcontractors and suppliers, schedule repairs, and keep happy clients.

Project Selections

Whether you collect all selections in the sales process, pre-construction, or after some milestone in the project, Poologics is ready to capture all selection information and documentation. Track each customer's selections and coordinate the purchase and delivery.

Project Financials & Budgeting


Customer Invoices

Whether your have one payment schedule or many, Poologics is ready to handle all your payment schedules. In our project setup tool, grab your template of customer financed or cash payment schedules with phases of construction, and your invoice will be ready to be sent when your schedule is updated.

Budget and Track Cost Variances

Whether you use a spreadsheet or our construction estimating software tool, you can track project costs and budget data in each project. Our construction accounting and budget management tools will help you catch variances per construction account and allow you to understand project profitability better. 

Project Change Orders

Create and manage change orders from your phone or the office, and get quick approvals with electronic signatures. Get notified when clients view and sign change orders, automatically apply the changes in budget to the job, and handle the payment in an existing invoice or create a new one.

Screenshot of change orders in the Poologics projects module
Screenshot of budgets and cost variances in Poologics project module

Why Pool Contractors Choose the Poologics Project Management Tools


Showing Poologics project software on a laptop, mobile device and tablet.

High Touch Account Setup

We take pride in helping you dial in your processes. On the first onboarding call, we go through the project templates, agencies, payment schedules, and warranty coverages and make the account reflect your business. 

Be a Delight to Work With

Make construction a great experience for your customers. Don't keep anyone in the dark - it's easy to keep all of the stakeholders in the loop. With Poologics, communication with coworkers, subcontractors, and clients are only a click away.

Fast & Accurate Project Planning

Maintain an organized record of all job details and utilize the necessary tools to consistently plan and carry out successful projects.





Expect Excellence

With a central repository of for all project data, it's easy to review the flow of construction and kinks in your process. Poologics can drive excellence as operators continue to dial in their processes and procedures. 

CRM

This is where it all starts. Capture leads, manage contacts, companies and vendors, and report on your pipeline.

LEARN MORE

Estimates & Proposals

Simplify the process of creating accurate estimates and compelling proposals for your customers.

LEARN MORE

Financials

Streamline your financial management, making it easy to handle receivables, bills, and budgets all in one place.

LEARN MORE