Estimate · Weekly service
Sent
- 01
- The route · from your book
- 02
- The water · from your book
- 03
- The revenue · from your book
- Approval
- On the customer’s phone, before the truck rolls
Priced from a book you build yourself.
Pool service quotes from the book, not from memory.
Estimates for pool and spa companies, priced from a book you build yourself and approved on the customer’s phone, so the number is the same on every truck and the yes is captured before you leave.
The work
The work that gets quoted.
01
The route
Balanced weekly routes with drag-and-drop scheduling. Skips log their reason (locked gate, weather, vacation hold), and billing adjusts by your rules.
02
The water
Readings, photos, and dosing timestamped on the visit record: the proof for the customer, and for the health inspector.
03
The revenue
Equipment age tracked per pool. A pump past year eight becomes a proposal, not a note nobody reads again.
Why it matters
The argument, in three rows.
Built from your book
Parts, labor, and accessories come from the same price book everyone quotes from, so the number the customer hears never depends on which truck showed up.
Options beat ultimatums
A tiered proposal turns take-it-or-leave-it into a choice. The customer picks a tier instead of deciding whether to trust the only number on the page.
Signed before the truck leaves
E-signature on any device, deposit collected at approval, and the accepted proposal becomes a scheduled job. Same visit.
Pool service · Estimates
The yes, captured.
Quoted from the book, approved on the phone, and turned into the job without retyping.
The old way
What the evening quote costs.
Paper logs leak money
A memorized route and a wet clipboard cannot prove a visit or defend an invoice.
“Did you come today?”
Without a visit record the customer can see, every skipped-looking week is a phone call.
The upsell drives past
Aging pumps and heaters at every stop, and no system that turns them into quotes.
Up close
How it runs.
01
Show, don’t argue
Photos of the failing unit, the comparison between options, the before-and-after from a similar job. Embedded in the proposal, not described over the phone.
02
Multi-phase and commercial
Break big work into phases with alternates; each approved phase converts to its own job plan. Approval routing covers the facility-manager case.
03
Margin guardrails
The margin is visible while the proposal is built, so discounting is a decision, not an accident.
Straight answers
What pool and spa companies ask.
What does Thorbis cost for pool and spa companies?
$99 per company per month, unlimited people, every module as it releases. Plus metered usage. $15 included each month. Nothing on this page is a tier.
Is estimating a separate module?
No. Estimates & quotes is in Core, on the same record as the board, the estimate, and the invoice, so the pool-service job never leaves the system it started in.
Is it built for pool and spa companies specifically?
The record is the same for every trade; what changes is the work on it. For pool and spa companies that means the route, the water, and the revenue, which is the day this page is written around, and the sample rows on it are pool-service jobs.
Can I standardize templates?
Yes. Reusable branded templates with recommended options, so every proposal starts from the shop’s standard instead of a blank page.
What about multi-phase jobs?
Break the proposal into phases and alternates; each converts to a separate job plan when approved.
More for pool and spa companies
Estimates for other trades
Start
Estimates for pool and spa companies, on one record.
$99 a company. Unlimited people: the whole crew. Plus metered usage. $15 included each month.
Coming from a suite? We’ll extract your records.
Rather talk first? Email the team.