Pool and spa service companies
Software for pool and spa service companies
TradeBurst gives pool companies a lead CRM, proposals for openings, closings and repairs, job scheduling, a tech app with checklists and photos, invoices and a customer portal.
Sound familiar?
- Opening season brings more requests than the office can answer.
- Equipment repair quotes take too long to get in front of the homeowner.
- Homeowners want to see what was done at each visit without calling.
How TradeBurst handles it
- Respond while they're still looking. New leads get an automatic text from your number and land in the CRM.
- Quote openings and repairs. Price openings, closings, cleanups and equipment from your price book, with e-signature.
- Document every visit. Techs follow a checklist, take photos and add daily logs from the field app.
- Keep homeowners informed. The customer portal shows job status, documents, invoices and messages in one place.
Features pool and spa service companies use most
Leads and CRM
TradeBurst's CRM captures leads from your website and phone, assigns them to reps, books appointments and tracks every deal through your pipeline until it's signed.
Learn moreProposals and e-signed contracts
TradeBurst creates proposals from your price book and collects electronic signatures on your own contract, change orders and completion forms.
Learn moreJobs and crews
TradeBurst schedules installs, gives foremen and installers their own app with job details and photos, and tracks each job from contract to completion.
Learn moreCustomer portal
The TradeBurst customer portal gives each homeowner their project status, documents, messages, invoices and warranty requests in one place, under your company's name.
Learn moreFrequently asked questions
Can techs record what they did at each visit?
Yes. Techs follow a checklist and add photos and daily log notes on the job from the field app.
Can I send invoices from the job?
Yes. Create the invoice from the job and sync it to QuickBooks.
Other trades
Run your pool and spa service business on TradeBurst
14 days free on any plan. No credit card. Your website is live the day you sign up.