A homeowner reaches out.
Avery · Website inquiry
Review your process.
Pool and spa services, estimate visits, service area, and your current tools.
Same Pool & Spa Business. More jobs, More estimates, More reviews, and More referrals.
Capture the pool project. Follow up on the estimate. Stay connected after the work.
Your website, AI, and follow-up. Set up for you.
A pool project can drift away.
A homeowner asks about resurfacing a pool. Your team reviews the condition and options before preparing the project quote.
Your pool & spa business · Follow-up gapsTwo moments that matter
The resurfacing inquiry
Waiting for a reply.
The homeowner asks about the pool.
The conversation stops there.
The project estimate
Waiting for a decision.
You assess the pool and send a quote.
Finish and timing questions remain.
What slips awayThe chance to discuss the project before the homeowner puts it aside.
Keep the pool project in conversation.
Keep pool inquiries, estimate appointments, and quote questions together in SalesOS while your team defines the work and schedule.
| Customer moment | Connected next step |
|---|---|
| Pool resurfacing inquiry | Contact + request captured |
| Resurfacing quote recorded | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Start with the request.
Gather the property address and the homeowner’s project description through configured forms, chat, and AI calls.
Make the options easier to discuss.
Follow up after your team records the quote. Bring finish and scope questions back to your pool professional.
Stay connected to the homeowner.
Use eligible review requests and approved homeowner outreach after confirmed completion.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your pool & spa business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
A pool to refresh.
The request captured.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the homeowner’s pool description and property address with their contact details.
- Bring the project context into your estimator’s first conversation.
Your team assesses condition, equipment concerns, and project requirements.
Illustrative example
Avery’s pool project
“We’re considering resurfacing.”
- Request
- Discuss resurfacing options
- Property
- Address captured
- Homeowner
- Contact details together
Your team assesses the pool and project.
Step 02 / Convert
You send the quote.
Keep the options open.
- Help homeowners select a pool estimate appointment from your configured times.
- Follow up after your team records the resurfacing quote and price.
- Invite questions about the proposed work for your team to answer.
Your team recommends finishes and owns scope, price, and the work schedule.
Illustrative example
Estimate appointmentSelected from configured availability
Resurfacing estimate
Prepared by your pool professional
Assessment & preparation
Finish & project scope
Your price
Homeowner decision pending
SalesOS follow-up
“Any questions about the proposed pool work?”
Step 03 / Compound
The project is complete.
Keep the connection.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- Stay in touch through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Pool project complete
Your team confirms the outcome
Request a review
Invite an honest account of the experience.
Invite a referral
Your team personally follows up on introductions.
Stay in touch
Approved customer outreach can start another conversation.
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your pool and spa business.
Can SalesOS collect details for a pool resurfacing estimate?
Configured forms, chat, and AI calls can gather contact information, the property address, and what the homeowner wants to discuss. Your team assesses the pool, confirms the existing condition, and defines the resurfacing scope. A homeowner’s description is context, not a technical assessment.
Can it recommend a finish or price the pool project?
Your team recommends finishes and materials, defines preparation and scope, and sets the price. SalesOS does not measure the pool or generate a resurfacing quote automatically. It can answer routine questions from your approved business information and help book a configured estimate appointment.
Does appointment booking include cleaning visits or repair work?
Booking covers configured estimate appointments. Recurring cleaning routes, repair visits, equipment work, and resurfacing dates remain with your team. Your business also manages crew availability and any changes to the work schedule.
How does it handle equipment, leak, or water-quality questions?
Configured intake can record what the customer reports and hand the conversation to your team. SalesOS does not diagnose equipment problems, detect leaks, assess water safety, or recommend chemical treatment. Your business evaluates urgency and the appropriate response; no emergency dispatch or arrival guarantee is promised.
What if the homeowner is comparing resurfacing options?
Once your team records the quote and price, configured follow-up can invite questions. Your pool professional explains finish choices, project requirements, and timing. Changes to materials, scope, or price are handled by your team before the homeowner decides. Follow-up depends on setup and eligibility.
Can we stay in touch after the project is complete?
Yes. After your team confirms completion, eligible configured requests can invite an honest review or a referral. Your team follows up personally on introductions. Approved past-customer campaigns can open another conversation, but they do not automatically enroll customers in cleaning or maintenance services.
What do we need to provide for setup?
Your pool and spa services, service area, estimate availability, approved business answers, and a person for human handoffs. Bring your website, phone, and current tools so we can review compatibility. Your team maintains quote details, work dates, outcomes, and completion status.
You handle the pool work.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call