Feature · Jobs & quotes

Jobs & Quotes.

Repairs, equipment swaps and one-off cleanups don't fit a recurring route. Quote the work from your catalog, send it for the client to approve, and turn the approved quote into a scheduled job — all in one flow, with nothing re-keyed.

~2 min
Quote built and sent
1 tap
Client approval
0
Re-keying to schedule
Client portal · client view
Diagram
BAYVIEW POOLS14:32 · Visit completeBAYVIEW POOLS14:33 · Receipt $252.00BAYVIEW POOLS14:31 · Cyanuric boostedBAYVIEW POOLSReminder · Tue Mar 21CLIENT PORTAL · TIMELINETue 14 · Service visit · 6 photosDoneTue 07 · Service visit · 5 photosDoneFri 03 · Repair · pump impellerDoneTue 21 · Next visit · 9–11amUpcoming
Client portal · client view
Visit history, photos, readings and one-tap payment
~2 min
Quote built and sent
1 tap
Client approval
0
Re-keying to schedule
How it works

Quote, approve, schedule — one flow.

Built for the work that happens off the recurring route. Open it, price it, get it approved, get it on the calendar.

Owner dashboard · the numbers
OWNER DASHBOARD$12.4kRevenue · wk68%Net margin0Missed stops3ExceptionsMARGIN BY ROUTEMon · Heritage Hills66%Tue · Westshore45%Wed · Greenway69%Thu · Lakeview67%
Step 1

Build the quote.

Pull parts, labor and chemicals straight from your catalog. Adjust quantities and price the job in a couple of minutes.

Client portal · client view
BAYVIEW POOLS14:32 · Visit completeBAYVIEW POOLS14:33 · Receipt $252.00BAYVIEW POOLS14:31 · Cyanuric boostedBAYVIEW POOLSReminder · Tue Mar 21CLIENT PORTAL · TIMELINETue 14 · Service visit · 6 photosDoneTue 07 · Service visit · 5 photosDoneFri 03 · Repair · pump impellerDoneTue 21 · Next visit · 9–11amUpcoming
Step 2

Send for approval.

The client reviews the quote from a link and approves it — no phone tag. You're notified the moment they do.

Calendar heatmap · week capacity
WEEK CAPACITY · BY DAYSuMoTuWeThFrSa12345678910111213141516171819202122232425262728Plenty of capacity used17% capacity used85% capacity usedFull capacity used
Step 3

Schedule the work.

An approved quote becomes a scheduled job on the right day and tech — the line items carry through, ready to invoice on completion.

Key benefits

What it does for the business.

Outcomes pool service operators tell us matter — and the specific capabilities behind each one.

01
Quote repairs and one-offs in minutes
Quote in minutes
Repairs and one-offs, priced fast.
02
Clients approve from a link
Approve from a link
Clients say yes without a call.
03
Approved jobs schedule straight onto the calendar
Straight to the calendar
Approved jobs schedule automatically.
04
Quoted line items carry through to the invoice
Quote to invoice
Line items carry through.
Who it's for

Built for the way pool pros work.

The two operating roles that get the most value out of Jobs & Quotes — and how each one uses it day to day.

Use case

Quoting repairs on the spot

Catch a failing pump on a visit, build the quote from the catalog, and send it before leaving the property.

Use case

Turning approvals into scheduled work

Approved quotes land in the queue; the office drops each one onto the right day and tech without re-entering a thing.

FAQ

Frequently asked questions.

The answers most pool service operators ask before they get started. Have another? Reach out — a real human will get back to you.

What's the difference between a job and a recurring route?
Can clients approve quotes online?
Do approved quotes turn into invoices?
See it in a dedicated demo

Ready to see Jobs & Quotes run your day?

A live demo of how PSS runs your day — using your catalog, your team, your operation. No slides, no theater — just the product, working.

See it in a dedicated demo

Ready to see Jobs & Quotes run your day?

A live demo of how PSS runs your day — using your catalog, your team, your operation. No slides, no theater — just the product, working.