Quoting and Work Orders

Create branded quotes, get faster approvals, and convert wins into scheduled work orders—all from one platform your whole team can access.

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Key Benefits

1

Quotes That Convert

Customers approve with one click. Work orders create themselves.

2

Zero Double-Bookings

Conflict detection and travel buffers built into every schedule.

3

Your Rules, Enforced

Approval thresholds, down payments, skill requirements—set once, applied everywhere.

About Quoting and Work Orders

Smart Scheduling Engine

Double bookings. Unqualified techs on specialized jobs. No travel time between stops. These mistakes cost you time and customer trust.

Pool Proof detects conflicts before they happen, enforces buffers between appointments, and matches jobs to techs based on skills. The right person on the right job, every time.

Approvals That Don’t Slow You Down

Not every quote needs review, but some definitely do. Pool Proof routes quotes based on your rules: big discounts go to a manager, routine quotes go straight to customers.

No chasing signatures on small jobs. No unauthorized discounts slipping through. You define the rules; the system enforces them.

Faster Setup for Repeat Services

Filter cleanings. Equipment inspections. Seasonal openings. Instead of rebuilding these work orders from scratch, use templates with pre-filled line items, skills, and durations. What took 10 minutes now takes 30 seconds.

Update templates anytime. Changes apply to future jobs without touching completed work.

Frequently Asked Questions

What happens when a customer accepts a quote?

The quote status updates to “Approved” and you’re notified immediately. From there, the quote is converted to a work order. All line items, customer details, and pricing transfer automatically.

Yes. Configure approval workflows based on discount levels, quote amounts, or other criteria. Quotes meeting your thresholds route to designated approvers before going to customers.

Pool Proof shows real-time technician availability with automatic conflict detection. The system enforces 30-minute buffers between appointments for travel time and matches technicians based on required skills.

Yes. The mobile app gives technicians full access to their assigned work orders with customer details, line items, notes, and the ability to update status in real-time.

Yes. Every status change, approval, and customer response is logged with timestamps and actor identification. You have complete visibility into who did what and when.

Software that grows with your business

Take your business to the next level

Built for Scale

Adding techs shouldn't mean outgrowing your software. Pool Proof handles the complexity of more routes, more customers, more techs without getting in your way.

Seamless Migration

Switching software shouldn't mean starting from scratch. We'll help you bring over your customer data, service history, and routes so your team can hit the ground running from day one.

A Partner, Not Just a Platform

Questions don't wait for business hours and neither do we. From onboarding to ongoing support, you'll have a team that actually understands the pool service industry in your corner.

Ready to Make Your Operations Foolproof?

Your business runs better when your software actually works for you.  Let us show you how.