ProBase Features
Build a quote at the property, text it to your customer, and watch it convert to a scheduled job the moment they tap approve. From your phone. Free.
Start Free TodayMost new pool jobs take three trips. Drive out, look at the pool, jot notes. Drive home, type up the quote in QuickBooks or a spreadsheet, email a PDF, hope the customer doesn't go cold while it sits in their inbox. Drive back to start the work, if they didn't ghost.
ProBase collapses all three into one. Walk the property. Build the quote on your phone. Text it to the customer before you've packed up your gear. They tap approve. The job is on your route by the time you're back in the truck.
No "I'll email you tonight." No PDF chasing. No leads lost to a faster competitor.
Whether you can price the work on the spot or need to walk the property first, both paths end the same way. A customer-approved job before you drive away.
Quote on the spot when you know the price. Schedule an assessment when you need to see it first. ProBase turns the visit itself into the quote. No competitor connects assessments and quotes as one workflow.
Walk the property, write notes in plain English, hit AI Assist. ProBase drafts your line items and a customer-facing summary from your notes. The customer isn't approving a number. They're approving a documented scope of work.
Algae, cracked tile, failed pump, scope you couldn't describe in a paragraph. Photos taken during the assessment auto-attach to the quote. The customer sees exactly what you saw.
A guided wizard handles customer, property, service, and price. Pre-fills if you started from a customer or property page. Pull from your saved service catalog or add custom line items.
Pre-filled SMS with a unique quote link, sent through your phone's native messaging app. Customer doesn't download anything or log in.
The customer reviews the quote, taps Approve, confirms the total. Or declines with a reason like price, finding another provider, or timing. Either way, you can track quote-to-close and follow up.
Approval creates an active job with all pricing, billing, and frequency carried over. If you set a start date, the first appointment is auto-scheduled and lands on your route. No second step.
Add services (filter clean, algae treatment) or materials (chlorine tabs, replacement cartridge) with quantities, prices, and optional "make recurring" for weekly service add-ons.
Count the trips. The fewer it takes to land a job, the more jobs you close in a day.
| Method | What happens | Trips to close |
|---|---|---|
| Verbal at the pool | No record. Scope creeps. Customer "doesn't remember" the extra $80 for acid wash. | 1, no paper trail |
| Paper or notepad | Customer takes it, loses it. You have nothing in your system to track approval. | 2–3 |
| QuickBooks + email PDF | Drive home, type it up, email a PDF. Customer goes cold while it sits in their inbox. | 2–3 |
| Skimmer | Quoting is paywalled behind their Scaling Up plan. Built for the desktop back office, not the field. | 2–3 |
| Housecall Pro / Service Autopilot | Estimates paywalled behind mid-tier plans. Not on the cheapest plan. | 2–3 |
| Jobber, Pool Brain | Mobile quoting on entry tier. Auto-job conversion. Closest parity with ProBase, but paid and no assessment-to-quote pipeline. | 1–2 |
| ProBase | Build the quote on-site. Customer approves before you leave. Auto-becomes a scheduled job. Photos and AI-drafted line items carry from the assessment. | 1 |
Only ProBase has the assessment-to-quote pipeline. Walk the property, take photos, write notes in plain English. AI Assist drafts the line items, the photos travel with the quote, the customer sees exactly what you saw. No other pool service software (Skimmer, Jobber, Pool Brain, Housecall Pro) connects an on-site assessment, AI-drafted line items, photos, and a customer-approved quote into one workflow.
And the price difference: Skimmer charges $98/month for what ProBase gives you free. Housecall Pro charges $149. Service Autopilot charges $199. ProBase: free, no trial period, no card required.
Quotes are the front of the workflow. They feed every other tool in ProBase.
Approved quote becomes a job. Job gets completed. Invoice is ready to send. Customer pays online. Same app, no double-entry.
Learn more → Related FeatureWhen a customer approves a quote with a start date, the first appointment is scheduled automatically and lands on your route.
Learn more → Related FeatureUse AI Assist on assessment notes to auto-draft quote line items and a customer-facing summary. Then send.
Learn more → Related FeatureEvery quote, accepted or declined, stays linked to the customer record so you can track close rate and follow up later.
Learn more →Answers to what pool pros ask most.
Build the quote at the pool. Send it by text. Get paid the moment they tap approve.
Start Free Today