Quoting Agent
Measure, design, price, propose, and follow up just like your designer.
Works using
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No new system.No integrations.
quoted while they're still deciding ↗
- Surface448 sq ft
- Perimeter104 ft
- Depth3.5' – 6'
- Volume≈ 16,700 gal
- Excavation, haul-off, layout6,400.00
- Steel & plumbing9,850.00
- Shotcrete shell, 48 yd³11,520.00
- Raised spa with spillover14,200.00
- Equipment pad (pump, filter, heater, automation)8,940.00
Does the price include the fence the city needs?
Not yet. The barrier fence isn't in Option B. I've asked Ray to price 140 ft of code fence and he'll send it today.
- 01Site visit
- 02Design
- 03Takeoff
- 04Proposal
- 05Answers
Instant quotes. Win more deals.
The first good quote usually wins the job. Your agent sends it while the customer is still deciding.
- Request sits in the inbox
- Quote goes out Next week
- Deal lost. The homeowner signed with the first builder who sent a design.
With your agent✦ Instant- Picked up the moment it lands
- Drawn, priced, approved, sent same evening
- First in the inbox. Deal won.
Quoting for pool builders is messy
- Three bids out. First real design wins the yard
- Weekend designs. Four hours a proposal, by hand
- Equipment price jumps. January list prices, old quote
- Questions by text. Fence? Permit? Financing?
An agent that handles the messy parts your way.
- 01Design sells the pool3D first, price second
- 02Yards and feetVolume, perimeter, deck area
- 03Equipment pricesThey move every January
- 04Subs and accessDig, gunite, plaster, tight gates
- 05Spring rushEvery lead wants it this week
Every quote, by hand. Agents should!
- ManualAgent Site notes
- ManualAgent Photos & survey
- ManualAgent Draw the pool
- ManualAgent Dig & steel
- ManualAgent Shotcrete yards
- ManualAgent Equipment pad
- ManualAgent Tile & coping
- ManualAgent Distributor prices
- ManualAgent Options & add-ons
- ManualAgent Proposal PDF
- ManualAgent Answer texts
No new system. No integrations.
You're not buying software. You're adding an agent that uses the software you have.
- Your screens It uses your CAD, quoting system and inbox with keyboard, mouse and screen.
- Nothing to connect No API projects, no new software, no data migration. Your systems stay as they are.
- Built by talking Explain your process like you'd train a new hire. It learns by doing a real quote.
- You approve Drawings, prices, discounts, sends. Wherever you want a person, it stops and asks.
- Every run on record Screenshots, values read, prices used and who approved, for every quote.
Hand the whole quote to an agent
- Reads site notes
- Designs the pool
- You approve design
- Takes off & prices
- Builds the proposal
- You approve price
- Sends & follows up
- Answers the homeowner
Agent does itYou decide
Any drawing in. CAD out.
Hand sketch, PDF print, photo or fax. The agent redraws it in your CAD before it quotes.
What designers send
- Site measure sheet
- Hand sketch
- Yard photos
- Survey PDF
- Google Earth view
- HOA plan
- Surface448 sq ft
- Perimeter104 ft
- Depth3.5' – 6'
- Volume≈ 16,700 gal
Any format in. CAD out. Your designer sketches in the yard. The agent turns those notes into a proper pool design, so pricing starts from real numbers. How sketch-to-CAD works →
Five steps. One quote.
One job, start to finish: The Delgado family, 16 × 32 freeform pool with spa.
- 01
It designs the pool
Shape, depths, steps, spa, from your designer's site notes.
Pool design · Delgado- Surface448 sq ft
- Perimeter104 ft
- Depth3.5' – 6'
- Volume≈ 16,700 gal
Freeform 16' × 32' · spa 7' × 7'
- 02
It prices the build
Dig, steel, shotcrete, plaster, equipment. Your sheet, your distributor.
Price sheet 2026 · distributor portalItem From Price Excavation & haul-off Price sheet $6,400 Shotcrete, 48 yd³ Sub bid $11,520 Variable-speed pumpUp 6% since last quote Distributor $1,389 Travertine coping, 104 lf Price sheet $4,160 - 03
It builds the proposal
Good, better, best. Add-ons priced. Your proposal template.
Proposal · P-1182Quote P-1182The Delgado familyDraftDescription Qty Unit Amount Excavation, haul-off, layout 1 job 6,400.00 Steel & plumbing 1 job 9,850.00 Shotcrete shell, 48 yd³ 48 yd³ 11,520.00 Raised spa with spillover 1 ea 14,200.00 Equipment pad (pump, filter, heater, automation) 1 set 8,940.00 Travertine coping & 600 sq ft deck 1 job 17,760.00 Option B shown · financing from $689/mo$94,380.00 - 04
It sends it tonight
Not next Thursday. With the 3D view and the financing link.
Gmail · New messageToMaria Delgado
SubjectYour pool design and proposal
Hi Maria, it was great walking the yard with Ray. Your design and three options are attached. Option B is the one we talked about: freeform with the raised spa.
Delgado proposal P-1182.pdf
Send - 05
It answers the homeowner
Fence code, permit, timeline. From your proposal and your FAQ.
Text message · The Delgado familyDoes the price include the fence the city needs?
Not yet. The barrier fence isn't in Option B. I've asked Ray to price 140 ft of code fence and he'll send it today.
Answered from: Proposal P-1182, exclusions
Pool builders: every step
What the agent does, where you decide, and the rules it checks.
you decide every green box
- Lead or site visit done
- Read notes, photos, survey
- Measurements complete?No → ask the designer
- Draw pool & spa in design software
- Designer approves design
- Take off dig, steel, yards, tile
- Price from your sheet & subs
- Check equipment at distributor
- Price moved over 3%?Yes → flag the line
- Build good / better / best
- Margin above your floor?No → owner decides
- Owner approves proposal
- Email proposal & 3D view
- Answer texts & email
- Change in scope?Yes → revise, re-approve
- Follow up day 2, 5, 10
- Signed. Deposit. Permit.
Agent does it You decide Rule check
Built around how you quote
Not a template. Your steps, your price book, your approvals.
- 01
Explain it once
Talk or type, like training a new hire. Hand over your SOP, price book and a few past quotes.
When a request comes in, first check: measurements complete? If not, ask the designer.
Quoting SOP.pdf Price book 2026.xlsx 3 past quotes - 02
Watch it work
It works a real job on your screen. You correct it the way you'd correct a person.
Use the 2026 price book, not last year's.
Got it. Switched to 2026 and re-priced 4 lines.
Read requestDrawingPricing - 03
Save your process
A written procedure and a flowchart. Every run follows the version you approved.
- Read notes, photos, survey
- Measurements complete?
- Draw pool & spa in design software
- Designer approves design
- Take off dig, steel, yards, tile
- Price from your sheet & subs
Change anything. Any time.
Any step, any rule, any approval. Say what changed. Approve the new version.
- Take off dig, steel, yards, tile
- Check this customer's historyAdded
- Access under 10 ft?Changed
- Email proposal & 3D view
- Owner approves proposalRepeat customers: skip
- Price moved over 3%?
Add a step after “Take off dig, steel, yards, tile”: check this customer's history and flag anything unusual.
Step added
New rule: Access under 10 ft → add small-equipment dig.
Rule changed
Repeat customers under the limit don't need my approval anymore.
Approval changed
Saved as version 4. You approved it. The next run follows it. The last runs keep the version they ran on.
Your rules. Exactly.
Written once in plain English. Followed every time.
- Access under 10 ft? Add small-equipment dig
- Equipment price up 3%? Flag the line
- Proposal over $75,000? Owner approves
Never, on any run
- Promise a dig date
- Leave the fence off silently
- Change a design you approved
- Discount without your OK
Approvals, where you want them
It stops and asks you.
What it built, what it checked, what looks off and what it suggests. Approve, edit, reject, or take the wheel.
from your desk or your phone ↘
Send the Delgado proposal?
You asked to approve every proposal over $75,000.
Agent suggests: Approve and sendOne item needs a look. Everything else checked out.
PROPOSAL P-1182 · Delgado · Option B
DesignFreeform 16' × 32' + spa · approved by Ray
Shotcrete48 yd³ · from the design
Pump$1,389 · up 6% at distributor
Deck600 sq ft travertine
Margin31% · floor is 28%
Total, Option B$94,380.00
Review notes
- Takeoff matches the approved design
- Pump price went up 6% since the price sheet
- Barrier fence listed as an exclusion
Your team, before and after
| Today | With your agent | |
|---|---|---|
| Proposal turnaround | Next week | Same evening |
| Your designer | Drafts at night | Sells in the yard |
| Equipment pricing | Last year's sheet | Checked each quote |
| Homeowner texts | Answered tonight | Answered in minutes |
One quote, start to finish
if you wish to see it in action!
Conceptual walkthrough with sample data and a fictional company, not a recording of a customer's run. Screens of third-party software are recreated for illustration; product names belong to their owners.
How many hours can you get back?
Your volume, your times, your labor cost. Estimates, not results.
Proposals × (minutes today − minutes with the agent) ÷ 60 × hourly cost
These are example assumptions, not results. Example for a builder doing 60–100 pools a year: minutes cover the design, takeoff, pricing, proposal and first round of questions. Use your own numbers.
Questions owners ask us
Can it use our pool design software?
It works the design software your designer uses, with the mouse and keyboard, the same way a person does. It draws from the site notes and measurements, and your designer approves the design before it's priced. We confirm the exact steps on your version before a pilot.
Where do the prices come from?
Your price sheet and sub bids first. Equipment, plaster and tile can be checked on your distributor's portal with your login. Any line that moved past your limit is flagged before the proposal goes out.
Can it build good, better, best options?
Yes, from your rules. For example: Option A plaster finish and single-speed pump, Option B pebble finish and variable speed, Option C adds the spa. Add-ons like lights, water features and automation are priced from the same sheet.
What does it answer, and what does it send to us?
It answers what the proposal and your FAQ already say: what's included, the deposit schedule, how long a build usually takes. Fence, permit and HOA questions it can answer from your notes. A new feature, a discount or a start date comes to you.
Does it replace our designer?
No. It takes the drawing, the takeoff and the paperwork off their plate so they can be in more backyards. They still approve every design.
Which backyard should we quote first?
Bring one set of site notes and the proposal you sent.
no new system. no integrations. ↗