About
Pool Site Quote is an all-in-one sales and operations platform designed exclusively for pool industry professionals. It covers every stage of the sales lifecycle — from initial lead capture to compliant pool contracts — in one streamlined, easy-to-use system. The SiteViewer tool lets builders remotely assess properties with high-resolution imagery, contour maps, zoning data, heritage and flood overlays, easement information, and crane access measurements — reducing unnecessary site visits and enabling more accurate planning from day one. The built-in CRM manages the full sales pipeline, client communications, and task assignments. AI Sales Agents automate quote follow-ups, status updates, and notifications, keeping every deal moving without manual effort. Quotes and professional proposals can be generated quickly — even during a first client meeting — and approved quotes are automatically mapped into SPASA-compliant pool contracts with minimal manual input. PSQ also offers integrated pool and landscape design tools so clients can visualise proposed layouts and make faster decisions. An in-platform approvals service, backed by a qualified team, handles state, territory, and local council planning requirements end to end. Lead API integration syncs inquiries from websites, forms, and social media automatically, and a customer portal along with document and gallery management round out the platform. Ideal for small-to-large pool building businesses looking to improve operational efficiency, reduce site visit time, and deliver a polished, consistent experience from first inquiry through to build sign-off.
Key Features
- SiteViewer & Remote Site Assessment: Access high-resolution property imagery, contour maps, zoning data, heritage and flood overlays, easements, and crane access measurements before ever visiting a site.
- AI-Powered CRM & Sales Agents: Manage the full sales pipeline with automated lead tracking, task assignment, and AI Sales Agents that send quote follow-ups, status updates, and notifications automatically.
- Instant Quote & Proposal Generation: Create professional, fully customisable quotes and proposals in minutes — even during a first client meeting — with automated follow-up sequences built in.
- SPASA-Compliant Contract Conversion: Automatically map approved quotes into compliant SPASA pool contracts, eliminating manual data entry and reducing errors.
- Approvals & Council Coordination: Order site documents and manage state, territory, and local council planning approvals through the platform, supported by a qualified approvals team with 28+ years of industry experience.
Use Cases
- A pool builder's sales rep uses SiteViewer to remotely assess a new lead's property — checking contours, easements, and crane access — before deciding whether to schedule a site visit.
- A pool sales team generates a professional, itemised quote during the first client meeting and lets PSQ's AI Sales Agents automatically follow up over the next two weeks.
- An operations manager converts a client-approved quote into a SPASA-compliant contract in minutes using PSQ's automatic data mapping, skipping hours of manual document preparation.
- A fibreglass pool company syncs all Facebook and website leads into PSQ automatically via Lead API Integration, ensuring every inquiry is captured and assigned to a sales rep.
- A pool builder submits all site plans and approval documentation through PSQ, with the expert approvals team managing the entire council process through to sign-off.
Pros
- True End-to-End Workflow: Covers every stage from lead capture to signed contract in a single platform, eliminating the need for multiple disconnected tools.
- Reduces Costly Site Visits: SiteViewer enables remote property feasibility assessments, saving time and travel costs before committing to an on-site meeting.
- Built by Pool Industry Experts: Developed by and for pool professionals with deep domain knowledge, ensuring the workflows, terminology, and compliance requirements are industry-accurate.
- Automated Sales Follow-Ups: AI Sales Agents keep deals from going cold by automatically following up on quotes and sending status notifications without manual effort.
Cons
- Highly Niche Application: PSQ is built exclusively for pool builders and cannot be adapted or repurposed for other trades or industries.
- Paid-Only with No Public Free Tier: There is no publicly available free plan; access requires requesting a demo and committing to a paid subscription.
- Australia-Centric Compliance Features: SPASA contracts and council approval workflows are specific to the Australian market, limiting usefulness for pool builders in other regions.
Frequently Asked Questions
What types of pool builders is Pool Site Quote designed for?
PSQ is built for concrete, fibreglass, and precast pool builders of all sizes — from small operators to large sales teams — who need to manage the full sales and approvals process efficiently.
How does the SiteViewer tool work?
SiteViewer provides access to high-resolution satellite and aerial imagery, contour maps, zoning and planning data, easements, sewer mains, heritage and flood overlays, and more. Builders can measure crane access and excavation widths and position pool design templates remotely before visiting a property.
Can PSQ integrate with our existing lead sources?
Yes. PSQ includes a Lead API Integration that automatically captures and syncs leads from your website, online forms, and social media directly into the platform so no inquiry is missed.
What is SPASA contract compliance, and does PSQ handle it automatically?
SPASA (Swimming Pool and Spa Association) contracts are the industry-standard legal agreements used by pool builders in Australia. PSQ automatically maps approved quote details into the correct SPASA contract format, minimising manual work and reducing compliance risk.
Does PSQ manage the council approvals process?
Yes. PSQ includes an in-platform approvals service where you can order site documents and manage the approval process. A qualified approvals team with over 28 years of experience handles navigation of state, territory, and local council planning requirements on your behalf.
