Features
Every feature, in one place. From the truck in the driveway to QuickBooks at month-end — here's what VESITEC actually does.
The Field App: Built for the Technician
Engineered for wet hands, dead zones, and scorching driveways. Every interaction in the field app is built around the reality of pool service — not a desk worker’s idea of it.
- True Offline-First ArchitectureWorks 100% offline; readings save locally and sync the moment signal returns.
- The Heat GuardSurvives extreme-heat summers without draining or overheating phones.
- Automated DosagesRecommends precise chemical doses from each pool’s reading history.
- Custom Field ChecklistsStep-by-step checklists so green techs never skip a critical step.
- Custom Chemical ReadingsTrack any parameter — borates, copper, ozone — not just chlorine and pH.
- Integrated Service ToolsNative LSI, volume, and filter-pressure tools built into the visit screen.
- Video Service Reports10-second clips get repairs approved faster than photos.
- "On My Way" NotificationsAuto-texts homeowners a heads-up when the tech is en route.
- Multi-Language AppEach user works in their own language, with human-curated terms.
Logistics & Dispatch: The Route Auto-Assign
Stop playing map Tetris. The dispatch engine mathematically balances the board so your office team manages exceptions, not addresses.
- Zero-Touch Auto-Assign EngineDrop in a customer; the algorithm picks the most efficient tech and day.
- Skill & Equipment MatchingRoutes specialty jobs only to techs carrying the right hardware.
- Dynamic "Sick Day" RebalancingOne click reweaves a sick tech’s stops across the rest of the fleet.
- Time-Window GuardrailsRespects gate hours and customer blackout windows automatically.
- The Route Health ScoreA 0–100 grade of windshield time versus billable time.
- Weather-Aware SchedulingStorms and heat advisories trigger reschedules the night before.
AI Inbox: Every Customer Channel, One Thread
Voice, SMS, email, WhatsApp, web chat, and portal requests — every inbound message lands in one unified inbox with an AI assistant that triages, summarizes, and drafts replies before your office team opens the conversation.
- Unified InboxEvery channel collapses into one threaded view per customer.
- AI AssistantAnswers calls and drafts replies in your voice across every channel.
- Missed-Call Auto-SMSEvery missed call auto-texts back within seconds to book the job.
- WhatsApp Business ChannelWhatsApp photos, video, and chats sync into the same thread.
- Embedded Live ChatOne-snippet website chat that routes into the AI Inbox with context.
- Conversation-to-Work-OrderTurn any inbound message into a scheduled visit in one click.
- Conversation-to-QuoteTurn any inbound message into a signable, line-itemed quote.
Back-Office & Growth: Zero-Clutter Operations
Keep the dispatch board clean and the data permissions tight. Recurring work, equipment integrations, and one-offs each have their own lane.
- Event-Driven Client NotificationsAuto-sends branded SMS and email on key service events.
- AnnouncementsPin persistent updates to the portal and field app, with read tracking.
- Custom Communication TemplatesReusable message templates that fire on the channels you pick.
- Smart Review AutomationAuto-requests reviews after good visits; skips the flagged ones.
- Guided Onboarding WizardFrom QuickBooks export to first synced route in under 30 minutes.
- Granular Roles & PermissionsControl view and edit access down to the individual user.
- TLS Encryption + Optional MFATLS 1.3 on every request, with optional per-role MFA.
- Dedicated Support — Email or Phone by UrgencyReal humans by email or phone on every plan — no chatbot triage.
- Open API & WebhooksA REST API and webhooks to wire VESITEC into anything.
Portal & Branded Website
A white-labeled home for your customers — book, pay, and approve online — backed by an SEO-ready website that turns visitors into leads.
- Branded Customer Portal with Online BookingA white-labeled portal to book, view history, approve quotes, and pay.
- Integrated Website BuilderSpin up an SEO-ready site that funnels new leads into your CRM.
- Property Manager Portal AccessProperty managers can give their homeowner clients portal access to their property’s reports, quotes, and invoices.
Promotions & Referrals
Run real marketing without bolting on a separate CRM — segmented campaigns, self-serve referrals, and tracked promo codes, all built in.
- Omnichannel Broadcast CampaignsBlast segmented SMS, push, and email for alerts or promotions.
- Built-In Referral EnginePortal referral codes that auto-credit both accounts, no spreadsheets.
- Promotional CampaignsTime-limited discount codes with per-campaign conversion tracking.
Recurring Service & Subscriptions
Service plans, multi-day projects, and standalone repairs each get their own lane — recurring revenue runs itself while one-offs stay visible.
- Custom Service PlansBranded recurring plans that bundle billing, checklists, and agreements.
- Recurring Service TemplatesSet any visit cadence with auto-skip for holidays and weather.
- ProjectsA workspace for multi-day jobs with phases and progress billing.
- Standalone Work OrdersTrack one-off repairs without cluttering weekly routes or projects.
Finance & Margins: Complete Financial Autonomy
Two-way QuickBooks sync, automated surcharges, and real per-stop margins — without the double entries or vendor lock-in that come with the rest of the industry.
- Bulletproof Two-Way QBO SyncReal-time QuickBooks sync that flags conflicts instead of failing silently.
- Unified Fee Recovery EngineRecover card fees via surcharge or cash discount, tuned to each state.
- Multi-Currency & International SupportQuote, invoice, and report in any currency with locale-aware formatting.
- Frictionless InvoicingBatch generation, auto-billing, and unbilled-work tracking.
- One-Click UpsellsDue maintenance auto-emails homeowners an approval link.
- Advanced QuotesTurn field notes into signed, line-itemed estimates.
- Unit Economics ReportingExact per-location margins, tech efficiency, and revenue leaks.
- Full Reporting SuitePre-built reports plus a custom builder, scheduled to your inbox.
Team, Time & Fleet
From the timeclock to the warehouse shelf to the truck cab — every hour, every chemical, and every mile accounted for.
- Digital TimesheetsGPS-stamped punches roll up into clean QuickBooks payroll.
- Real-Time GPS Fleet TrackingLive truck map with geofenced timers and 60-second day playback.
- Real-Time Inventory SyncTrack chemicals and spare parts from warehouse to individual truck.
- Provider Tools TrackingKnow which tech and truck holds every tool, with check-in logs.
- Purchasing & ProcurementVendor catalogs and automated low-stock alerts for your warehouse.
- Comprehensive Vehicle HubFuel logs, service history, DOT inspections, and GPS trails per truck.
- Tech Leaderboards & GamificationWeekly standings and bonus tiers that turn competition into retention.
Want a tour of these features against your real routes?
Book a 30-minute live demo and we'll walk through your stops, your trucks, and your QuickBooks file — not a canned sales pitch.