Estimates that close — with options, not ultimatums.
Build one bid, offer three tiers. Good / better / best side-by-side on the same page. Customer taps the one they want, signs from their phone, and it turns into a scheduled job without you retyping a line.
No credit card required · 14-day free trial · Cancel anytime
| Item | Kind | Qty | Rate | Total |
|---|---|---|---|---|
| Pentair IntelliFlo VSF pump | material | 1 | $1,185.00 | $1,185.00 |
| Cartridge filter rebuild kit | material | 1 | $240.00 | $240.00 |
| Install labor (pump + filter) | labor | 4 hr | $95.00 | $380.00 |
| Plumbing fittings + sealant | material | 1 | $62.00 | $62.00 |
| Water chem balance after swap | service | 1 | $60.00 | $60.00 |
Everything you get with Estimates
Built by people who've actually run the truck. Every benefit below came from a pool service owner who asked for it.
Good / better / best on one page
Stack three tiered options side-by-side in the same estimate. Customers pick the one they want instead of shopping your price against the next guy's.
Upsells that sell themselves
Bundle the heater swap into the "better" tier, the automation upgrade into "best." The customer sees exactly what more they get — without you having to pitch it twice.
Line items straight from your price book
Services, materials, labor, add-ons — pulled from your price book, with margins and taxes calculated as you type. No back-of-napkin math on any tier.
Customer signs from their phone
Share a link. They tap the option they want, review, sign, and approve. No login, no password. Just a signed estimate in your inbox.
Every bid's status, one screen
Draft, sent, viewed, approved, converted — plus which option was selected. You always know which bids are hot and which are sitting.
Approved today, scheduled today
The moment an option is approved, convert it to a work order with one click. Only the chosen tier's line items carry over. Nothing to delete.
Photos, deposits, and e-sign
Attach site photos so they see what you saw. Collect a deposit on approval. Signature, IP, and timestamp captured on every bid.
Close out a busy quarter fast
Bulk change status, archive, or delete. Handle a batch of estimates at once without babysitting each one.
The difference, in plain English
Running a pool company before and after Estimates.
The old bid flow
- Writing the same bid three times for three pricing options
- Customer picks the cheap one because they never saw the upgrade
- Emailing a PDF and hoping the customer opens it
- No idea if they ever read it
- Re-keying every line into a work order once they say yes
- Losing track of which bids are still in play
With PoolSurf
- One estimate. Three tiered options. One page
- Customer sees the "better" upgrade side-by-side with the basics
- Signed from the driveway, from their phone
- You see the moment the estimate is opened and the option picked
- Approved estimate becomes a job with one click
- Pipeline view keeps every open bid where you can see it
How it works
Three steps from "we should try this" to running it across the whole crew.
Build three tiers at once
Stack good / better / best in one estimate. Drag line items between tiers, bundle upgrades into the higher options, attach site photos.
Send one link
Customer sees all three options on the same public page. They tap the tier they want, sign, and approve. No login, no hassle.
Convert to a job
Only the approved tier's line items flow into the work order. Nothing to prune, nothing to retype.
Frequently asked questions
The stuff pool service owners usually ask about Estimates.
Can I really show good / better / best on the same page?
Yes. Add multiple pricing options to one estimate and the customer sees them side-by-side. They pick the tier they want with one tap — no separate emails, no confusion.
What gets converted when they pick an option?
Only the line items inside the chosen tier. The work order is clean out of the gate. You never have to delete rejected items or clean up the rest.
Do customers need an account?
No. Every estimate gets a shareable public URL. The customer reviews, chooses an option, and signs straight from their phone.
Can I attach photos from the site visit?
Yeah. Attach photos so the customer sees exactly what you saw. Much harder to argue with a picture, and it makes the "better" tier an easier yes.
What happens when they approve?
Status flips to approved, you get a notification with the option they picked, and you can convert it to a work order in one click. No retyping, no re-pricing.
Works great alongside
PoolSurf is one platform. Every feature reinforces the next.
Ready to stop drowning
in paperwork?
Join the pool companies who switched to PoolSurf and finally took their Fridays back. Fourteen days free. No credit card. Cancel anytime.
No credit card required · Free 14-day trial