Every quote request, captured and worked.

01

Website lead capture

A quote form that works anywhere.

Drop the PoolBase lead-capture form on your existing website with one script tag, or use the hosted link from your Google Business Profile and social pages. Every request arrives with the address, the contact, and what the pool needs, so you can price the job from the very first message.

• One script tag, any website
• Hosted form link for your Google profile
• Requests arrive with contact, address, and pool details
• Every submission enrolls in the new-lead sequence automatically

02

Speed to lead

Answer first, win the job.

A homeowner with a green pool starts talking to whoever answers first. Instant alerts email your team the moment a lead lands, with the record one tap away. Missed-call text-back, in early access for this fall, texts a caller back within seconds so the lead is warm when you call.

• Instant lead alerts, live today on every plan
• Missed-call text-back, early access this fall
• The first touch happens while the lead is still on your website

03

Pipeline

A pipeline that keeps leads moving.

Leads move through stages from new request to won account, follow-up reminders attach to every open one, and leads that go quiet get the nurture sequence instead of getting forgotten.

• Stages from new request to won account
• Follow-up tasks with suggested call and text scripts
• Quiet leads roll into the nurture sequence automatically

04

Online quotes

Quotes accepted from one link.

Build the quote from your price book and send one link. The customer accepts or declines on the page, your team is emailed the moment they decide, and unanswered quotes get nudged on day 1, 3, and 7 until they do.

• One link the customer taps to accept
• Automatic follow-ups until the quote is answered
• Your team emailed the moment a customer decides

05

E-sign agreements

Agreements signed electronically.

Turn your service agreement into a template and send a link. The customer signs from any device, and the signed agreement is time-stamped and stored on their account.

• Reusable agreement templates
• Signed from a link on any device
• Time-stamped and stored on the customer record