Leads

Every prospect captured. Every won bid on the route.

Send a lead request by text in one tap, track each prospect through your pipeline with a source, a priority and a next follow-up date, then convert the winners straight into scheduled route stops.

Included in every plan · text delivery uses SMS credits
Leads CRM in Paythepoolman pool service software: capture, follow up, bid and convert leads into route stops
What you can do

A sales pipeline that speaks pool service.

1 clickto send a lead request by text
Capture every prospect

One-click lead request

Tap "request a lead", type a message, and send a secure form link by text or email. The prospect fills in their details and pool photos, and your team gets a push the moment they do. No more leads lost in a text thread.

Won means scheduled

Convert straight to a route stop

Pick a technician, service days, weekly or bi-weekly, route type and door-hanger preference. The stops are created and the lead is marked Won and Converted in one step.

Analytics that show what pays

Counts by stage, counts by source, and your top cities and states by lead volume, so you know which ad channels and neighborhoods are producing.

Color-coded priorities

Hot Lead, Warm Lead, Urgent and Low Budget by default, fully editable, so the list sorts itself by what matters.

Follow-up dates

Last and next follow-up on every lead, with stale leads surfaced automatically after seven days without contact.

Sources you control

Facebook, Google Ads, Referral, Website, Cold Call and Event come set up. Add, rename or remove your own.

Photos and video

Attach up to five photos and a video to a lead, from the prospect's own submission or your visit, so the estimate is built on what the pool actually looks like.

Manual capture, notes and history

Enter a lead from a phone call with contact, addresses and quoted price. Every change is kept in a per-lead history so anyone can pick up where a teammate left off.

How it works

From first call to first service day.

Request the lead

Tap "request a lead", type a message, and send it by text or email. The prospect fills in their details and pool photos on a secure form.

Qualify it

Set the source, priority, stage, quoted price and next follow-up date. Add notes, photos or a video.

Work it

Stale leads surface on their own. Send a bid straight from the lead and track approval.

Win it

Assign a tech and service days. The route stops are created and the lead flips to Won and Converted.

Know which ads actually pay off

Because every lead carries a source and a stage, the analytics view tells you how many Facebook leads became customers versus how many Google Ads leads did, and which cities your best prospects live in.

  • Lead counts by stage and by source
  • Top 10 cities and states by lead volume
  • Repair calendar view of scheduled estimates, color-coded by technician
Stop paying for ads that don't convertEvery lead carries its source. When Facebook brings ten leads and Google brings ten customers, you know where the next ad dollar goes.
No lead dies in a text threadEvery prospect lands in one pipeline with a priority, a stage and a next follow-up date, instead of buried under yesterday's messages.
Follow up before they hire someone elseLeads go cold fast. Anyone you haven't touched in a week gets flagged, so you call before your competitor does.
From "call me back" to on the routeWin the lead and it becomes scheduled service stops in one step. No re-typing, no forgotten start date.
Paythepoolman lead source analytics comparing won customers from Google Ads, referrals and Facebook
Versus the alternatives

Pool-specific lead tracking, included.

Jobber lists lead management, but it is a general contractor tool with no pool photos, pool-specific service days or bi-weekly routing on conversion. Skimmer, Pool Brain and Pool Office Manager do not list a lead pipeline on their public feature pages.

See the full comparison
★★★★★

"Best app out there for our pool business and we both love it. Also customers do as well."

Jon and Amanda Camp, pool service owners
Questions

Leads FAQs

How does a one-click lead request work?

Type a short message and send it by text or email, or copy the link. The prospect gets a secure form to fill out within 48 hours. When they submit, your team receives a push notification and the lead appears in your pipeline.

Can I track where leads come from?

Yes. Every lead carries a source. Facebook, Google Ads, Referral, Website, Cold Call and Event are set up by default, and you can add your own. Analytics show lead counts by source, by stage, and by city.

What happens when I win a lead?

Pick a technician, service days and route type. Paythepoolman creates the route stops and marks the lead Won and Converted in one step.

Is Leads an add-on?

No. Leads is included in every plan. Text message delivery of lead requests uses SMS credits.

Stop losing leads in text threads.

Thirty days free. Talk to a pool pro, not a ticket queue.

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