Customer service is critical to your business, and providing accurate quotes is part of offering good customer service and a positive customer experience. Swimming pool quote software makes this easier than ever, especially when it’s part of a full-service business management system designed specifically for pool and spa businesses.

Below, we’ll explain why accurate quoting is essential to your business and how swimming pool quote software like RB’s is the ideal solution.

Why Accurate Quoting Is Essential To Your Business

There are several reasons why providing customers with quotes is vital to your business. First, it begins the pricing conversation and ensures you and your customers are on the same page. Swimming pool projects often involve a lot of moving parts. A quote upfront ensures your customer understands the job’s requirements, what’s covered, and how much it will cost.

It also establishes a base rate and expectation of what is covered within that rate. Then, if your customer decides to upgrade an option or add accessories, you can refer back to the original quote when explaining the required increase in cost. Keeping the original quote up-to-date with all changes documented presents your business as professional, organized, and transparent — a business your customers feel comfortable trusting.

An itemized quote is also an excellent record of precisely what’s needed for the job, which makes collecting the resources and materials needed easier. It also makes it easier to forecast spending and maintain the cash flow the business needs to stay on track.

How RB’s Swimming Pool Quote Software Makes Quoting Easy

As construction professionals know, the first step to a successful construction project is the ability to provide an accurate job estimate. RB’s swimming pool quote software provides a job estimating system that allows pool builders to enter customized template questions specific to their business. This way, salespeople don’t miss any job specifications or questions necessary for creating a quote or job estimate. The job estimating system allows you to calculate the job’s selling price and add inventory, parts, labor, and subcontractor expenses.

Pool service professionals agree that discussing pool operational and maintenance costs with clients is vital to ensure they have realistic expectations about what is involved in owning a pool. Things like the size of the pool, treatable gallons of water, the size and type of pool pump, the sanitation system, whether or not the pool has a heater, and the location of the pool will all affect monthly costs.

For example, an existing pool might have a large, single-speed pump that uses a lot of electricity and can be expensive to operate. If the pool owner is re-investing in their pool, this is an opportunity to bring up new, energy-efficient equipment like a variable-speed pool pump. Upgrading to a variable-speed pool pump or an energy-efficient pool heater can significantly lower monthly pool operating costs. Several pool equipment manufacturers have cost calculators available to help pool professionals come up with actual figures to compare the savings. The cost of new pool equipment can often be recovered in the first year of operation.

Best practices show a pool cost estimator form (or series of questions) is ideal for walking clients through the various costs associated with running the pool of their dreams. All of the information about the pool should be incorporated into your business software and accessible to all retail, service, and marketing staff.

Be sure your pool cost estimator is programmed into your business software so your staff is prompted to ask questions that align with the various products and services your company offers. By estimating the cost of chemicals, staff might be able to suggest products that make maintenance easier. For example, a specialty chemical like borates can be added to the pool water once a year to help keep pool water balanced, allowing the owner to spend less time and money balancing the pool’s water chemistry. Or perhaps the pool owner isn’t interested in spending a lot of time or money on cleaning the pool surfaces. In this case, your staff might suggest a robotic pool cleaner.

RB’s software can do all this and much more. Schedule a demo today to see how our swimming pool quote software can make running your entire business easier — and even help you uncover more revenue opportunities that will pay for your investment in the software!

RB’s business software is specifically designed to position pool service businesses for growth. To discover how to grow your pool service business with our 5-star rated software, contact us to schedule a demo.