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 pool pros on tight weekly schedules 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 email (or by text on Crew and Boss); 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.
You pay by plan, not by seat: Solo covers you plus 1 team member, Crew covers you plus up to 5, and Boss includes unlimited team members at one flat price. Every plan starts with a 60-day free trial of everything in Boss, except call-tracking numbers, with up to 100 AI-receptionist minutes a month. No credit card required. Cancel anytime.
Solo
Start solo today — upgrade when you bring on crew
- Unlimited contacts
- Unlimited invoices (sent by email)
- Good/Better/Best quoting
- Recurring invoices
- QuickQuote (voice-to-estimate)
- Online booking + customer portal
- Schedule + dispatch
- Basic reports (revenue, jobs)
- Review Machine (review-request emails)
- Custom branding (logo, colors)
- Milestone invoicing
- Job stage tracking
- Professional proposals
- Autopilot mode (one switch: review, maintenance and referral emails)
- You + 1 team member
- Up to 5 service types
- Up to 2 marketing campaigns
- Premium AI: 30 requests/day, then our standard AI
Crew
Built for growing teams
- Everything in Solo, plus:
- AI Voice Receptionist (750 minutes/month included)
- Business phone number included
- Lead Catcher (missed call auto-text)
- Text reminders on unpaid invoices
- Up to 5 call-tracking numbers
- 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
- Up to 20 service types
- Up to 10 marketing campaigns
- Premium AI: 150 requests/day, then our standard AI
Boss
Unlimited team + integrations
- Everything in Crew, plus:
- AI Voice Receptionist: 2,000 minutes/month included
- Unlimited team members
- Unlimited service types & campaigns
- Premium AI with no daily request limit (fair-use cap, then standard AI)
- AI revenue forecasting
- Team leaderboards & gamification
- White-label (your brand only)
- Xero sync (QuickBooks Online: new connections paused)
- 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 (example rates, not any vendor's price):
- 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 in the plan price, not a paid add-on. Crew includes 750 AI-receptionist minutes a month and Boss 2,000. Past that, calls go to voicemail first until the 1st of the next month (UTC), you still get every message, and there is no overage charge.
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 pool pros on tight weekly schedules with detailed service logs. It handles quoting software alongside quoting, scheduling, and invoicing 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