What it looks like
The screens you'll actually use
Shown with the PoolCRM setup. The HVAC, plumbing, and roofing setups use the same screens with trade-specific pipelines and message templates.
Every missed call texted back in seconds. Every quote followed up four times over two weeks. Every finished job turned into a review request. Set up in three business days by someone who ran a seven-truck service company and lost customers to voicemail for five years.
Generic CRMs are built for sales teams at desks. You quote from a driveway. These are the three things that actually lose you customers, and what the system does about each.
The phone rings while you're under a sink. It rings out. Within seconds the caller gets a text from your number: "Sorry I missed you, this is Mike at Desert Air. What's going on with the AC?" Most reply. The conversation is saved, and you pick it up from the truck.
You send the quote and forget it. The system doesn't. Day one, day three, day seven, day fourteen: a text and an email, in your voice, until they say yes or no. The moment they reply, the sequence stops and you get the notification.
Two hours after the job closes, the customer gets one text with a direct link to your Google review page. One ask, no nagging. Reviews are what the map pack ranks on, and this is how you get them without remembering to ask.
Calls, texts, Facebook messages, Google Business messages, web forms, and email land in one conversation per customer. Whoever's in the office sees the same thread as whoever's in the truck. "Did anyone call that guy back?" stops being a question.
New lead, contacted, quoted, won, lost. Every card is a customer, and every stage change can trigger a message. You see how many quotes are sitting open and what they're worth, which is the number that tells you whether to hire.
Shown with the PoolCRM setup. The HVAC, plumbing, and roofing setups use the same screens with trade-specific pipelines and message templates.
That's PoolCRM, flat. No tiers, no per-user fees, no setup fee, no contract. Setup is done for you and the first month covers it. If it hasn't paid for itself in 90 days, I'll tell you to cancel.
Same platform, same three automations, with pipelines and templates built for your trade. Scoped in a 15-minute call because a two-truck plumber and a twelve-truck roofer need different setups. Month to month either way, and you own the account.
What's not included: phone minutes and text messages are billed at cost through the platform and itemized on your invoice. Ad spend, if you run ads, goes to Google directly.
Your logo, your business phone number, and the link to your Google Business Profile. That's the whole intake.
Inbox, pipeline, missed call text back, quote follow-up sequence, review request, and the connection to your scheduling software. Templates written in your voice, not ours.
One walkthrough call. You'll send a test text, watch a missed call get answered, and see where the quotes live. Then it runs.
Built on GoHighLevel. Connects to Skimmer, Pool Brain, Jobber, and QuickBooks through Zapier and webhooks. Your existing number is forwarded or ported, so nothing changes for your customers.
One place where every call, text, form, and quote lives, with automation that follows up when you can't. For a home service company the job isn't sales pipelines. It's texting back the call you missed on a roof, chasing the quote you sent Tuesday, and asking for the review after the job.
For pool companies it's PoolCRM at $397 a month flat, setup included, no per-user fees, no contract. For HVAC, plumbing, roofing, and other trades the setup is scoped on a 15-minute call. Ad spend and phone usage are separate and paid at cost.
No. Setup is done for you in three business days. You send a logo, your phone number, and your Google Business Profile link. We build the inbox, the pipelines, the text-back, the follow-up sequences, and the review request, then walk you through it on a call.
No. Keep Skimmer, Pool Brain, Jobber, or whatever runs your jobs. The CRM handles the phone and the follow-up, then hands the booked customer to your scheduling software through Zapier or a webhook.
GoHighLevel. It's the engine under PoolCRM and every home service CRM we set up. The trade-specific templates, pipelines, and automations are ours. You get a login to your own account, and it stays yours if we stop working together.
No. We forward or port your existing number so call tracking and missed call text back work on the number your customers already have. Nothing changes on your trucks or your Google Business Profile.
I'll show you what they cost and what the setup would look like for your trade. If you're a pool company, I'll point you at PoolCRM and get off the phone.