What's your first name? *

What's your last name? *

What's your preferred email address? *

What is the name of the pool service business? *

What is the URL of the pool service business? (skip if you don't have a website)

What is the invoicing model you use in your business? (check all that apply) *

We invoice Monthly in advance - Flat Rate (chemicals included)

We invoice Monthly in arrears - Per Visit Total (plus chemicals added)

We invoice Repairs - labor + parts (combined)

We invoice Repairs - labor + parts (itemized on separate lines)

Other

Pool Service Customer Type (check all that apply) *

Residential Customers

Commercial Clients

When it comes to how you use (or would like to use) QuickBooks, check all that apply to your business situation? (select all that apply) *

Create and send invoices to customers

Create and send recurring invoices to customers

Customize reports to show pool cleaning labor net profit

Customize reports to show chemical sales net profit

Customize reports to show pool maintenance labor net profit

Other

Do you currently use Pool Service Software? *

Yes

No

I'm considering using one in the future

Do you currently have your QuickBooks integrated with Skimmer?

Yes

No

I'm considering connecting the two

I tried connecting QuickBooks and Skimmer, and, then I disconnected them.

Skimmer QBO Integration?

Do you currently have your QuickBooks integrated with Pool Brain?

Yes

No

I'm considering connecting the two

I tried connecting QuickBooks and Pool Brain, and, then I disconnected them.

Pool Brain QBO Integrated?

What is your biggest frustration in using QuickBooks? *

How have you tried to solve these challenges in the past? (select all that apply) *

I tried to figure it out myself

I hired an accountant or bookkeeper

I gave up and just ask my accountant to figure it out and tell me what I need to know

I haven't tried anything yet.

What are the 3 main outcomes you are looking for when it comes to using Quickbooks? (select all that apply) *

Ability to know my profit or loss throughout the year

Ability to pay bills online electronically

Ability to keep my books up-to-date and ready for tax time

Ability to track inventory

Ability to process payroll

Ability to calculate and submit sales tax

Ability to pull financial reports to make informed business decisions

Other

How long have you been in the pool cleaning business? *

Just starting

1-3 years

4-10 years

10+ years

Which version of QuickBooks do you currently use? *

QuickBooks Online

QuickBooks Desktop

I don't currently use QuickBooks

I'm not sure

Who keeps your QuickBooks updated? (select all that apply) *

Myself, the business owner

I have a staff member who does the bookkeeping

I hired an outside bookkeeper or accountant

Other

Which of the following most closely resembles your annual business gross income range? Your response will indicate the amount of transactions you process on a regular basis. *Pool Service Annual Income

If you could have any question answered about using QuickBooks, what would it be? *