Quoting & Follow Ups

Smart Quoting & Automated Follow-ups for Your Pool Inspection Business

Discover how the Pool Inspector App can transform your pool and spa inspection business operations with intelligent quoting and automated follow-ups. Save time, increase accuracy, and enhance customer relationships with our tailored solutions.

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Elevate Your Business Operations with Smart Quoting and Follow-ups

The Pool Inspector App provides a comprehensive solution for creating quotes and managing follow-ups.

With smart calculations and automated follow-ups, you can streamline your business operations, reduce manual work, and improve customer satisfaction.

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Transform Your Business

Powerful Quoting and Follow-up Features

Branded Quote Templates

Craft professional and branded quote templates that mirror your pool inspection business's identity. Customize your quote templates with your logo, business details, and more.

Smart Calculations

Use the app's smart calculations feature to automatically calculate totals, subtotals, taxes, and more, ensuring accuracy and saving you time.

Real-Time Status Updates

Gain instant visibility of the status of all your quotes and invoices. Filter by paid and outstanding and simply swipe to follow up with a call, email, or SMS.

Auto Quote Follow-ups

Ensure no business opportunity is missed with automated follow-ups. The Smart Assistants will follow up on all quotes by SMS, email, and letter at different times using customized wording.

Instant Professional Quotes

Generate and send professional quotes in seconds. Use one-off details or your line items to speed up the process; send these as finished PDFs with photos, signatures, and attachments.

Quotes to Jobs or Invoices

Easily convert your quotes to jobs or invoices with a simple slide and convert action. The app updates and pulls through all details seamlessly.

Streamlining Your Pool Inspection Business with Automated Quoting and Follow-ups

A lady wearing sunglasses holding her toddler in front of pool. She is a happy customer of pool inspector app
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Create Professional Quotes Instantly

Create professional quotes in seconds, whether you're in the office or on the go. Access your line items for speed and accuracy and send finished PDFs with photos, signatures, and attachments.

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Effortless Conversion of Quotes to Jobs or Invoices

Convert your quotes to jobs or invoices effortlessly. With a simple slide and convert action, the app updates and pulls through all details.

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Automated Quote
Follow-ups

Never let a potential business opportunity slip through the cracks with automated quote follow-up features. Set your follow-up schedule and messaging, and let the Automated Assistants handle the rest.

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Integrated Signatures
for Approval

Collect integrated signatures to ensure that both your team member and the customers approve the services to be provided.

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Real-Time Status Updates

With the Pool Inspector App, you can instantly see the status of all your quotes and invoices. Filter by paid and outstanding and simply swipe to follow up with a call, email, or SMS.

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Outstanding Balance Visibility

Get real-time visibility of outstanding balances when viewing a client in the CRM or creating a new job, adding significant value to your business.

Take Your Pool Inspection Business to the Next Level

Create professional quotes in seconds, convert quotes to jobs or invoices effortlessly, and follow up on your quotes automatically with the Pool Inspector App.