Pool and Spa Estimates Without a Separate Estimating Tool

Pool and Spa Estimates Without a Separate Estimating Tool

Pool and Spa Estimates Without a Separate Estimating Tool is how a pool and spa company keeps quotes, options, and approvals inside ServiceFlow Pro instead of paying for a separate estimating tool. For pool and spa route businesses that log water chemistry, manage seasonal openings, and pack more stops into each tech day.
Pool and Spa Estimates Without a Separate Estimating Tool puts quotes, options, and approvals on the customer and the job, so the office does not retype the same visit into a separate estimating tool. The quote uses the price book already on the account. An approved estimate can become the job and the invoice.
Pool and Spa Estimates Without a Separate Estimating Tool leaves the outside network in place. Approval happens on the estimate. Card processing waits until you invoice.

What stays connected

Approval happens on the estimate. Card processing waits until you invoice.

What you stop renting

ServiceFlow Pro stands in for a separate estimating tool.
  • Pool and Spa estimates on the same customer record as the job
  • The quote uses the price book already on the account
  • An approved estimate can become the job and the invoice

Questions