Quoting software · Built for pool service companies
Quoting software for pool service companies
Turn a walkthrough into a clean, professional quote in minutes, offer good/better/best options that lift your average job, and let customers approve online.
Built for pool service companies, where weekly maintenance plus seasonal opens and closes keep techs on tight routes with detailed service logs.
Why pool service companies use Crew Rivet as their quoting software
Quote in minutes, on site
Build a polished estimate from your phone while you’re still with the customer, using saved line items so you’re not rebuilding pricing every time.
Win bigger jobs with tiers
Present good / better / best options side by side — the middle tier anchors the sale and quietly raises your average ticket.
Approvals without the phone tag
Customers accept and e-sign the quote online, and an approved quote converts straight into a scheduled job and an invoice.
How it works
- Pick saved line items or templates and set your tiers.
- Send the quote by text or email; the customer reviews and approves online.
- The approved quote becomes a job on the calendar and an invoice when you’re done.
One platform. Every size. No per-seat penalty.
Add crews, dispatchers, and office staff without adding to your bill. Every plan includes a 60-day free trial. No credit card required. Cancel anytime.
Solo
Start solo today — upgrade when you bring on crew
- Unlimited contacts
- Invoicing + auto-reminders
- Good/Better/Best quoting
- Recurring invoices
- QuickQuote (voice-to-estimate)
- Review Machine (autopilot reviews)
- Lead Catcher (missed call auto-text)
- Online booking + customer portal
- Schedule + dispatch
- Basic reports (revenue, jobs)
- Custom branding (logo, colors)
- Autopilot mode
- Milestone invoicing
- Job stage tracking
- Professional proposals
- 1 user
Crew
Built for growing teams
- Everything in Solo, plus:
- AI Voice Receptionist (included free)
- Up to 5 team members
- Payment plans
- Full reports (P&L, cash flow, tax)
- Receipt OCR (photo → expense)
- Route optimization
- Time tracking + GPS
- Job costing & profitability
- AI Photo-to-Quote
- Profitability scoring
- Tax intelligence (Schedule C)
- Neighborhood marketing
- Deposit collection
- Profit margin alerts
- AI review reply drafts
Boss
Unlimited scale + integrations
- Everything in Crew, plus:
- Unlimited team members
- AI revenue forecasting
- Team leaderboards & gamification
- White-label (your brand only)
- QuickBooks / Xero sync
- Google Calendar sync
- Zapier & Make (via webhooks)
- Priority support
Grow your team, not your bill.
Per-seat tools charge for every login. CrewRivet doesn't — Boss includes unlimited team members at one flat price. The math on the pricing model:
- 60-day free trial
- No credit card
- Cancel anytime
- No contracts
- Your data stays yours
Does "unlimited team members" really mean no per-user fees, ever?
Yes — on Boss, add your whole crew, office staff, and seasonal hires at no extra cost.
What happens after the 60-day trial if I don't pick a plan?
Nothing's charged — there's no card on file. You pick a plan when you're ready.
Can I cancel anytime? Any contract?
No contracts — cancel anytime, and your data is yours to export.
Which plans include the AI receptionist?
Crew and Boss — included free, not a paid add-on.
Is there a setup or onboarding fee?
No setup fee — you're up and running in a day.
Questions from pool service companies
Is there quoting software made for pool service companies?
Yes — Crew Rivet is built for pool service companies, where weekly maintenance plus seasonal opens and closes keep techs on tight routes with detailed service logs. It handles quoting software alongside quoting, scheduling, invoicing, and reviews in one place.
Can I send tiered (good/better/best) quotes?
Yes — you can present multiple options on one quote so the customer picks a level instead of a yes/no, which reliably increases average job size.
More Crew Rivet tools for pool service companies
Quoting software for other trades
Pool service companies: put quoting software to work today
Start free for 60 days. No credit card required.
Start Your Free Trial