The tools that help pool pros follow up on quotes and turn them into jobs all work together so no opportunity goes cold and no detail gets lost between the sale and the first day on-site.
Track every quote by stage
Skimmer tracks each proposal through status stages — new, pending, negotiation, or closed so nothing floats without an owner. Pairing automated reminders with a personal follow-up by phone or text keeps momentum on proposals that would otherwise stall.
Make it easy for the customer to say yes
Online approvals let customers sign off in a few clicks, removing the friction that delays decisions. Collecting a deposit at approval — standard practice for larger repair and equipment jobs — locks in commitment before any labor or parts are scheduled. For larger jobs, consumer financing through Sunbit — built into Skimmer quotes, where customers apply in minutes and plans run from 3 to 18 months — can turn a hesitant customer into a signed quote.
Convert to a job without re-keying anything
Once a quote is approved, Skimmer can convert it instantly into a job with all line items, fees, and the deposit carried over automatically. That single-action handoff means the field team sees exactly what was sold — no abbreviations, no dropped line items, no scope surprises on arrival.
