Features
Everything you need to run a tighter operation.
One platform for leads, projects, quotes, customer portals, and payments — purpose-built for pool builders.
Start free trial30-day free trial · No credit card required
15 min
Average quote build time
3×
Faster follow-up on leads
100%
Paperless project management
0 calls
Homeowner 'where are we?' calls
Product walkthrough
See PoolBuilderHQ in action
A quick tour through leads, quotes, projects, and the homeowner portal — the whole lifecycle in one platform.
One platform, every workflow
Stop stitching together spreadsheets, texts, and email. PoolBuilderHQ replaces all of it.
Leads
CRM built for pool builders
Track every lead from first contact to signed contract. Log calls, notes, and follow-ups. See your pipeline at a glance and never let a hot lead go cold.
- Lead pipeline with status tracking
- Contact history & notes
- Source attribution
- Follow-up reminders
Quotes
Professional quotes in minutes
Build detailed, itemized quotes from your saved price book. Send branded PDFs to homeowners directly from the platform. Track opens and get notified when they're viewed.
- Drag-and-drop quote builder
- Reusable price book
- Branded PDF output
- Quote status tracking
Projects
Run every build from one board
Move projects through phases from permit to plaster. Assign tasks to crew members, upload photos and documents, and keep every stakeholder in the loop.
- Kanban-style project board
- Phase tracking (permit → plaster)
- File & photo uploads
- Team task assignments
Customer Portal
A private portal for every homeowner
Give each homeowner a branded portal where they can see project progress, review quotes, approve milestones, and message you — all without needing your personal number.
- Real-time project phase view
- Milestone approvals
- Secure document sharing
- Two-way messaging
Payments
Get paid faster with Stripe
Send payment requests directly to homeowners from inside the platform. Connect your own Stripe account and collect deposits, progress payments, and final balances — no paper checks.
- Stripe-powered payment requests
- Deposit & milestone invoicing
- Automatic payment tracking
- Real-time status updates
Team
Bring your whole crew in
Add project managers, salespeople, and office staff with role-based access. Everyone sees what they need — nothing more, nothing less.
- Role-based permissions
- Team member invites
- Activity audit trail
- Per-user access control
Map View
See every job on the map
Visualize your entire pipeline geographically. Spot clusters, plan crew routes, and see which neighborhoods are converting — all from a live map of your quotes and active projects.
- Live map of active projects & quotes
- Filter by phase or status
- Click any pin to open the project
- Territory planning at a glance
Subcontractors
Loop in your subs without the chaos
Give subcontractors limited access to only the jobs they're on. They can view their assigned phases, check in on tasks, and upload work photos — no shared logins, no oversharing.
- Subcontractor role with scoped access
- Assigned project & phase visibility
- Photo upload from the field
- My Work view for subs
Inventory
Track stock across every location
Know exactly what's in your warehouse and on each truck in real time. Log usage, receive orders, and get low-stock alerts before a job grinds to a halt.
- Multi-location inventory tracking
- Warehouse + truck stock levels
- Order management & receiving
- Low-stock alerts
From lead to paid — in one place
The full lifecycle, without the chaos.
Capture lead
Log it in the CRM the moment they call.
Send quote
Build and send a professional quote in minutes.
Run the build
Track phases, keep the homeowner updated.
Collect payment
Send a Stripe invoice, get paid instantly.
Ready to run a tighter ship?
30 days free, full access. No credit card needed.