Save time and improve Customer Experience with Pool Site Quote, the all-inclusive sales platform for pool builders.
PSQ delivers an end to end sales solution for pool & spa builders. Lookup sites in a dynamic mapbrowser using hi-res phots to check on site planning information and measure crane lift and excavation access widths and runs. Site a pool design on an air photo in seconds, prepare a professional pool quote onsite or remotely in seconds, issue the quote via SMS/Email in seconds, auto-populate pool contracts in seconds, use our shop to order site documents and professional services for pool approvals in seconds - we save you time and impress your customers.
Take and save site photos, store documents and display within a gallery viewed by customers your company profile, equipment, finishes and other documents. Your sales executives get auto-notified when your customer is viewing the quote or has approved the quote.
If you build concrete, fibreglass, pre-cast, vinyl, container or steel pools or spas then PSQ is for you.
Our Features
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Dashboard
View chart status and map location of all leads
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CRM
Save customer details, allocate to sales execs, set status, add notes and track history to manage your leads
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Siteviewer & Design
Lookup sites in hi-res imagery to view site planning information & measure access. Site a pool design over an air photo, select from or create design templates, import house plans, site surveys to scale and create customised designs
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3D Calculations
3D calculations for any shaped pool including water surface area, perimeter, water volume, interior surface area and excavation volume - all the calculations you need to prepare an accurate quote
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Quote & Contract
Prepare professional looking quotes, save template quotes and auto complete contracts
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Document Management
Manage and store any lead documents, drawings, files and site photos
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Gallery
Store pool and spa equipment brochures, finishes images and any site photos
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Customer Engagement
Send your quote online via SMS and email allowing customers to approve or respond online
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Customisation
Save company profile, logo and colour scheme to produce quotes reflecting your brand
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Shop
Order site documents and professional services to streamline your pool approvals. We manage the whole process for you
FAQs
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PSQ was specifically developed for the Swimming Pool & Spa Industry worldwide. Pool/Spa Companies that design and build Fibreglass or Concrete Pools & Spa subscribe to PSQ so their Directors/Managers and Sales Executive Teams have all the app tools to manage leads, design and quote pools/spas.
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PSQ offers full access to the following features:
Dashboard chart of Customer Status by Month and Google Map View of Customer Locations and Status.
CRM Module – Manage Customers information, add/edit notes, view activity.
Design Module – design pools/spas with scale grid layers of tracing paper over air photos. Import house & survey plans or images as base plans. Adjust opacity of layers and save unlimited designs to a Customer. Save Template Designs.
3D Calculation – the design module uses 3D technology to calculate pool/spa perimeter, interior surface area, excavation volume with 4 x coping height adjustments and water volume.
Quote Module – prepare Pool/Spa quotes, save multiple quotes, save as template, send quote to customer.
Document Management – save all drawings/plans/surveys/house plans & site photos for each customer.
Templates – to save time for your next customer save unlimited template designs and quotes for use later.
Notification System – Sales Executive is notified via email when assigned a new customer and Sales Executive is notified via email when a customer views a quote.
Gallery – Pool Company can save Company Profile, Pool Equipment Brochures and Photos of Pool Finishes so Customers can view the Gallery when they view the quote.
Customer View Quote – Customers receive a link to a quote via email. When they view the quote there is a menu for customers to view the Gallery, Print the Quote or Create a PDF. The customer view quote page at the end of quote has links to email the Sales Executive or Approve the quote. When approved the sales executive is notified via email.
User Access Management – PSQ supplies two levels of user access. Director access have full access to the App plus access to update cost data, edit gallery and manage subscription. Sales Executive have access to all functions except cannot edit cost data, cannot edit gallery and cannot edit manage subscription.
Settings – ability for user to edit quote format border colours and text. Set and edit email text that customers receive when emailing quotes. Edit your user contact details, name, password, email and mobile/cell.
Auto populate Pool Contracts.
Shop - Order all the site documents Certifiers require for pool approvals. Order professional services and let us manage the pool approval process for you. Our team has over 50 years experience in pool approvals.
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With ‘Director’ user access level you will be able to see 100% of the customers in your organisation and ability to assign a sales executive to that customer. You will have access to all of your organisations designs and quotes. PSQ is a tool you can use to manage your sales executives and review sales conversion results. Directors have full transparency access to all of their Leads and Sales Executives work in the field.
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Before PSQ, pools and spas were quoted manually. When meeting a customer onsite, I took notes on the brief then went back to the office to draw a design and type up a quote. I used a calculator to work our calculations vital to generate a quote like perimeter, interior area and excavation volumes relative to natural ground levels. Then I manually checked those calculations again to make sure they were correct. Some sales executives even using administration staff resources to type up the quotes for them. It’s a time consuming process generating a manual design and quote. Then when the quote is ready often sales executive arrange a second meeting with the customer to present the quote…..another car trip spending more time and money. Often clients request amendments to the quote, so back to the calculator and word processor to create a revised quote. A lot of valuable time spent.
PSQ offers you all the tools to design and quote a pool whilst you are at your first meeting with a customer onsite. No need for calculators, no need for admin resources to type up your quotes and waste paper printing. In a competitive market and with us all becoming more environmentally conscious its vital you generate your designs and quotes efficiently to save you’re time/cost and stay ahead of your competitors and reduce waste and CO2. Customer’s are becoming more and more demanding, they want answers quickly as we all now live in a technology era.
PSQ is unique, its one full inclusive Sales app specifically developed for Pool/Spa Builders and their Managers and Sales Executives that does all and will save you significant time in the sales process so you can professionally present or send your quotes to your customers fast.
One of the features, PSQ allows you to save template designs and quotes. So for example if you commonly quote 7x3m pools and have saved a template from a previous quote, its possible to prepare your new clients quote within seconds standing in front of them. If you don’t have a saved template with PSQ and its a 7x3m pool it may take a few minutes more to quote. PSQ provides you with the tools to engage with your customer to easily edit quotes to closely work to a clients budget and explore options and upgrades to up-sell.
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In the Field, the PSQ APP is best used on a Tablet/IPad with Pencil and cellular connectivity.
In the Office you can also use a Desktop Computer (PC or MAC) connected to the Internet.
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PSQ is available as a Web Application which can be used using various internet browsers like Safari, Firefox and Explorer on any of the recommended device types.
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Yes the quote is auto populated to your chosen associations pool contract.
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Yes when a Subscriber sets up a new user you can select from two levels of User Access.
Level 1 access is ‘Director’ which provides full complete access to see and edit all pool/spa cost data, galleries, customers, quotes and designs. Director access can also manage leads, design and quote pools/spas.
Level 2 access is ‘Sales Executive’ for managing leads, adding/editing customers, preparing designs and quoting pool/spas. Sales executive access has no edit access to cost data, data labels or galleries.
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No there is no limit on the number of users a subscriber can add to use PSQ. A subscriber is a Pool Company subscribing to use PSQ.
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Currently PSQ is available in metric with imperial capability planned for later in 2022. PSQ will prompt you to select a metric default data set. This is default data that will give you a head start on cost data text, but this data will need to be edited to suit your pool company’s cost data for selling pool/spas. A Subscriber or Director level access will have full edit access to update all text in the cost data.
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Currently PSQ is provided in English, however cost data can be edited and written in any language.
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Yes, PSQ offers three types of training and support;
1) Self Training – Video tutorials accessed from our website. These tutorials run through the entire App with easy to follow onscreen training from initial set up to more detailed step by step of each function. We demonstrate all functions and show you how easy it is to design a pool/spa and how to prepare the quote.
2) Face to Face Training – Depending on location, in office training for groups is an option as well as Video Face to face Training with one of our Business Consultants. Face to face training is an optional service and attracts a training fee. Please contact support@poolsitequote.com for a quote.
3) Support – After using PSQ and you have any questions please email us at support@poolsitequote.com so we can respond.
Our Support Team are here to help.
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PQS offers 14 days free trail with FULL access to 100% of the apps functions. There is no limitation. Towards the end of the 14 trail period you will be notified of the 14 day expiry ending soon. You then have the option to formally subscribe to the app and make your first subscription payment. If you don’t formally subscribe before the 14 days are used on day 15 you will lose access to the PSQ. No credit card or payment is required to secure your 14 day free trail.
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No PSQ requires an internet connection. Ensure your IPad or Android Tablet device has cellular connectivity.
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Yes we have been designing pools and gaining approvals for home owners and pool builders for over 28 years. Our team managers the entire process for you. We have a team of landscape architects, 3D Experts, engineers, town planners and Private Certifiers.