Spa Accounting Software: Must-Have Features for Busy Retailers

Invest in Spa Software now and be ready for next season.

3 MIN READ

With the pandemic lingering, this fall’s spa sales continue to skyrocket. Not only are customers looking to purchase a new spa, but they also want spa covers, cover lifts, steps, and start-up chemicals. To make the sales process easier for your busy retail staff to manage, be sure your spa accounting software has a few key features:

  • Pre-programmed spa sales questions for staff
  • Spa kit pricing
  • Mobile scheduling for spa delivery
  • Spa serial number tracking (for warranties and future marketing)

Spa retailers report these features create more efficiency for their team and their customers while increasing profits.

Pre-programmed spa sales questions


Today’s spa software programs include pre-programmed questions to ask the buyer, from colors and jets to DVD and stereo options. The questions a customer receives will vary based on their responses throughout. As customers answer each question, the program adjusts automatically to ensure that your staff obtains all the information necessary to complete the order.

This feature helps build a contract between you—the specialty spa retailer – and your customer. It’s an efficient way to collect orders and minimizes follow-up calls, saving valuable time for busy spa retailers.

Spa kit pricing


With spa kit pricing, you can bundle together the spa, steps, covers, cover lists, umbrellas, etc., and provide a combined price (it hides individual pricing). This enables retail staff to maximize the upsell items for increased profitability. Having this built-in spa kit pricing gives specialty retailers a competitive edge and level of professionalism that makes them stand out from the competition.

Mobile scheduling for spa delivery


Allowing customers to schedule deliveries via their devices creates convenience and efficiency for both customers and your team. This is particularly important for spa retailers as they navigate social distancing and stay-at-home orders continue amidst the pandemic.

RB Mobile Live is one such example. It’s easy to use in the field and is a time-saver back at the office. Easily view all scheduled service and delivery jobs, along with the customer’s information, including equipment profile, job notes, directions, and photos on record — accessible in the field or at the office. Now you can use a mobile device to:

  • Record spa water test results
  • Take payments at the job site
  • Look up inventory and do physical inventory on your truck
  • Calculate recommended chemical dosages prompted by Mobile Live through the Mobile Live App
  • Add parts and chemicals used directly to the sales order
  • Track service tech hours
  • Optimize service routes to lower fuel usage and complete more jobs

Spa serial number tracking


Using software that tracks spa serial numbers on the showroom floor and in the warehouse will help you keep a tight grip on inventory and warranty claims. Manually tracking often results in lost warranty revenue on both parts and labor. Be sure you have system software to run weekly reports weekly, especially during these unusually busy times.

Now is the time to get spa business software to help you sell, price, schedule, and deliver those spas while keeping tight control of your inventory.

About the author: Rachael Pritz
Rachael Pritz has been active in the pool industry for more than 20 years, which has provided her with an all-encompassing expertise in the trade. She worked at a local pool store while pursuing her master’s degree at the University of Pittsburgh, Pa. With her technical skills and industry knowledge, she joined the launch of RB Retail & Service Solutions in Pittsburgh in 2003. She can be reached via e-mail at rachael@rbcontrolsystems.com.