Pool & Spa Service · CRM with AI receptionist
The CRM that answers your pool service calls — and adds the stop to the route
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking pool & spa service: the jobs pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
The Castellans
“Weekly service — in-ground”
Captured on the call
Gallons: 18,000
Value: $160/mo
Sample caller — the fields and the stage are the real Pool & Spa Service template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Pool & Spa Service template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Service Type
asked every call- Weekly Service
- One-Time Clean
- Green-to-Clean Recovery
- Equipment Repair
- Pool Opening
- Pool Closing
Pool Type
- In-Ground
- Above-Ground
- Spa/Hot Tub
Approx. Gallons
→ a number
Frequency
- Weekly
- Biweekly
- Monthly
- One-Time
Sanitizer Type
- Chlorine
- Salt Water
- Bromine
Equipment Notes
→ in the caller's own words
Gate Access
→ in the caller's own words
Your pipeline, pre-built
Jobs move through 4 real stages.
New Inquiry, Quoted, First Visit Scheduled, then Active Route — the pipeline a pool & spa service business actually runs, not a generic sales funnel. Drag jobs across stages, and every stage, color, and label is yours to edit.
- New Inquiry
- Quoted
- First Visit Scheduled
- Active Route
- New Inquiry
- Quoted
- First Visit Scheduled
- Active Route
Weekly service — in-ground
The Castellans
Green-to-clean recovery
B. Osei-Mensah
Hot tub drain + refill
Marta Kowal
Real template data — these stages and fields exist the moment you pick Pool & Spa Service.
Everything included, from day one
The whole front office, tuned for pool & spa service.
Omnichannel AI Receptionist
Asks pool type, gallons, and sanitizer — chlorine or salt — and records the gate access for the route sheet.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Opening and closing campaigns each season; win-back email for lapsed weekly clients.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions pool & spa service owners ask.
- Can it quote pool service over the phone?
- Yes — weekly service prices by pool type and frequency from your price book. Green-to-clean recoveries get the details captured and a first visit booked before anyone names a number.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Pool & Spa Service template tracks — property type, service type, pool type — and creates the job in your New Inquiry stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Pool & Spa Service at signup provisions the 4-stage pipeline — New Inquiry → Quoted → First Visit Scheduled → Active Route — plus 10 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Pool & Spa Service template does it for you.
Your next job could book itself.
Pick Pool & Spa Service at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.