Quoting Agent · Pool builders

AI Quoting for Pool Builders

Your designer sketches in the backyard. Your agent draws the pool, prices the build and sends the proposal—while the homeowner is still imagining the first swim.

Works using screen+ mouse+ keyboard

No new system.No integrations.

quoted while they're still deciding ↗

Pool design · Delgado
  • Surface448 sq ft
  • Perimeter104 ft
  • Depth3.5' – 6'
  • Volume≈ 16,700 gal
Proposal · P-1182The Delgado family
  • Excavation, haul-off, layout6,400.00
  • Steel & plumbing9,850.00
  • Shotcrete shell, 48 yd³11,520.00
  • Raised spa with spillover14,200.00
  • Equipment pad (pump, filter, heater, automation)8,940.00
Total$94,380.00
✉Sent to Maria DelgadoDelgado proposal P-1182.pdf

Does the price include the fence the city needs?

Not yet. The barrier fence isn't in Option B. I've asked Ray to price 140 ft of code fence and he'll send it today.

  1. 01Site visit
  2. 02Design
  3. 03Takeoff
  4. 04Proposal
  5. 05Answers
Watch it work

One quote, start to finish

if you wish to see it in action!

AI Quotation Agent for Pool Builders Watch on YouTube
The biggest win

Instant quotes. Win more deals.

The first good quote usually wins the job. Your agent sends it while the customer is still deciding.

Todaythe usual way
  • Request sits in the inbox
  • Quote goes out Next week
  • Deal lost. The homeowner signed with the first builder who sent a design.
VS
With your agent✦ Instant
  • Picked up the moment it lands
  • Drawn, priced, approved, sent same evening
  • First in the inbox. Deal won.

From site notes to a pool proposal

What comes in
Bring site measurements, the homeowner’s feature selections and the designer’s notes on shape, depth, access and decking.
How the quote is built
The agent prepares the layout in your design software and prices excavation, shell, finishes, equipment and decking from your cost sheets and approved supplier sources.
What gets done
A pool proposal with the design view, priced options and your payment terms, sent to the homeowner. Follow-up questions are answered from your proposal and FAQ.
Example request
A homeowner wants a different finish and an added spa. The agent updates the design, recalculates quantities, prices the two changes and sends the revised proposal with the options clearly separated.

Walk through an example

Quoting for pool builders is messy

  • Three bids out. First real design wins the yard
  • Weekend designs. Four hours a proposal, by hand
  • Equipment price jumps. January list prices, old quote
  • Questions by text. Fence? Permit? Financing?

An agent that handles the messy parts your way.

  • 01Design sells the pool3D first, price second
  • 02Yards and feetVolume, perimeter, deck area
  • 03Equipment pricesThey move every January
  • 04Subs and accessDig, gunite, plaster, tight gates
  • 05Spring rushEvery lead wants it this week
Today

Every quote, by hand. Agents should!

  1. ManualAgent Site notes
  2. ManualAgent Photos & survey
  3. ManualAgent Draw the pool
  4. ManualAgent Dig & steel
  5. ManualAgent Shotcrete yards
  6. ManualAgent Equipment pad
  7. ManualAgent Tile & coping
  8. ManualAgent Distributor prices
  9. ManualAgent Options & add-ons
  10. ManualAgent Proposal PDF
  11. ManualAgent Answer texts

How many hours can you get back?

The whole job

Hand the whole quote to an agent

1 agent
  1. Reads site notes
  2. Designs the pool
  3. You approve design
  4. Takes off & prices
  5. Builds the proposal
  6. You approve price
  7. Sends & follows up
  8. Answers the homeowner

Agent does itYou decide

Any format in. CAD out.

Hand sketch, PDF print, photo or fax. The agent redraws it in your CAD, takes off the job and builds the quote.

What designers send

  • Site measure sheet
  • Hand sketch
  • Yard photos
  • Survey PDF
  • Google Earth view
  • HOA plan
your pool design software · Freeform 16' × 32' · spa 7' × 7'
  • Surface448 sq ft
  • Perimeter104 ft
  • Depth3.5' – 6'
  • Volume≈ 16,700 gal

Your designer sketches in the yard. The agent turns those notes into a proper pool design, so pricing starts from real numbers. How sketch-to-CAD works →

How it works

Five steps. One quote.

One job, start to finish: The Delgado family, 16 × 32 freeform pool with spa.

  1. 01

    It designs the pool

    Shape, depths, steps, spa, from your designer's site notes.

    Pool design · Delgado
    • Surface448 sq ft
    • Perimeter104 ft
    • Depth3.5' – 6'
    • Volume≈ 16,700 gal

    Freeform 16' × 32' · spa 7' × 7'

  2. 02

    It prices the build

    Dig, steel, shotcrete, plaster, equipment. Your sheet, your distributor.

    Price sheet 2026 · distributor portal
    ItemFromPrice
    Excavation & haul-offPrice sheet$6,400
    Shotcrete, 48 yd³Sub bid$11,520
    Variable-speed pumpUp 6% since last quoteDistributor$1,389
    Travertine coping, 104 lfPrice sheet$4,160
  3. 03

    It builds the proposal

    Good, better, best. Add-ons priced. Your proposal template.

    Proposal · P-1182
    Quote P-1182The Delgado familyDraft
    DescriptionQtyUnitAmount
    Excavation, haul-off, layout1job6,400.00
    Steel & plumbing1job9,850.00
    Shotcrete shell, 48 yd³48yd³11,520.00
    Raised spa with spillover1ea14,200.00
    Equipment pad (pump, filter, heater, automation)1set8,940.00
    Travertine coping & 600 sq ft deck1job17,760.00
    Option B shown · financing from $689/mo$94,380.00
  4. 04

    It sends the proposal

    Send the approved proposal with the design view and any financing link your team provides.

    Gmail · New message

    ToMaria Delgado

    SubjectYour pool design and proposal

    Hi Maria, it was great walking the yard with Ray. Your design and three options are attached. Option B is the one we talked about: freeform with the raised spa.

    Delgado proposal P-1182.pdf

    Send
  5. 05

    It answers the homeowner

    Fence code, permit, timeline. From your proposal and your FAQ.

    Text message · The Delgado family

    Does the price include the fence the city needs?

    Not yet. The barrier fence isn't in Option B. I've asked Ray to price 140 ft of code fence and he'll send it today.

    Answered from: Proposal P-1182, exclusions

The full process

Pool builders: every step

From the first request to the sent quote and follow-up. One agent, working across your software.

your process, from start to finish

  1. Lead or site visit done
  2. Read notes, photos, survey
  3. Measurements complete?
    No → ask the designer
  4. Draw pool & spa in design software
  5. Designer approves design
  6. Take off dig, steel, yards, tile
  7. Price from your sheet & subs
  8. Check equipment at distributor
  9. Price moved over 3%?
    Yes → flag the line
  10. Build good / better / best
  11. Margin above your floor?
    No → owner decides
  12. Owner approves proposal
  13. Email proposal & 3D view
  14. Answer texts & email
  15. Change in scope?
    Yes → revise, re-approve
  16. Follow up day 2, 5, 10
  17. Signed. Deposit. Permit.

Agent does it You decide Rule check

Your process

Built around how you quote

Not a template. Your steps, your price book, your approvals.

  1. 01

    Explain it once

    Talk or type, like training a new hire. Hand over your SOP, price book and a few past quotes.

    When a request comes in, first check: measurements complete? If not, ask the designer.

    Quoting SOP.pdf Price book 2026.xlsx 3 past quotes
    Describe your process…
  2. 02

    Watch it work

    It works a real job on your screen. You correct it the way you'd correct a person.

    Use the 2026 price book, not last year's.

    Got it. Switched to 2026 and re-priced 4 lines.

    Read requestDrawingPricing
  3. 03

    Save your process

    A written procedure and a flowchart. Every run follows the version you approved.

    1. Read notes, photos, survey
    2. Measurements complete?
    3. Draw pool & spa in design software
    4. Designer approves design
    5. Take off dig, steel, yards, tile
    6. Price from your sheet & subs
    v1 · approved
Fully yours

Change anything. Any time.

Any step, any rule, any approval. Say what changed. Approve the new version.

Pool builders processv3 → v4
  1. Take off dig, steel, yards, tile
  2. Check this customer's historyAdded
  3. Access under 10 ft?Changed
  4. Email proposal & 3D view
  5. Owner approves proposalRepeat customers: skip
  6. Price moved over 3%?

Add a step after “Take off dig, steel, yards, tile”: check this customer's history and flag anything unusual.

Step added

New rule: Access under 10 ft → add small-equipment dig.

Rule changed

Repeat customers under the limit don't need my approval anymore.

Approval changed

Saved as version 4. You approved it. The next run follows it. The last runs keep the version they ran on.

Your controls

Your rules. Exactly.

Written once in plain English. Followed every time.

  • Access under 10 ft? Add small-equipment dig
  • Equipment price up 3%? Flag the line
  • Proposal over $75,000? Owner approves

Never, on any run

  • Promise a dig date
  • Leave the fence off silently
  • Change a design you approved
  • Discount without your OK

Approvals, where you want them

It stops and asks you.

What it built, what it checked, what looks off and what it suggests. Approve, edit, reject, or take the wheel.

from your desk or your phone ↘

Pool builders quotingRun #1042Paused at step 12 · Send the proposalWaiting for you
Approval you asked for Medium risk Pool proposal · step 12 · Send the proposal Waiting 0:42 1 of 2 in your queue

Send the Delgado proposal?

You asked to approve every proposal over $75,000.

Agent suggests: Approve and sendOne item needs a look. Everything else checked out.

PROPOSAL P-1182 · Delgado · Option B

DesignFreeform 16' × 32' + spa · approved by Ray

Shotcrete48 yd³ · from the design

Pump$1,389 · up 6% at distributor

Deck600 sq ft travertine

Margin31% · floor is 28%

Total, Option B$94,380.00

Review notes

  • Takeoff matches the approved design
  • Pump price went up 6% since the price sheet
  • Barrier fence listed as an exclusion
Talk Take control Reject Edit Approve and send ↵
The difference

Your team, before and after

Your team today and with the agent
TodayWith your agent
Proposal turnaround Next week Same evening
Your designer Drafts at night Sells in the yard
Equipment pricing Last year's sheet Checked each quote
Homeowner texts Answered tonight Answered in minutes
Your numbers

How many hours can you get back?

Your volume, your times, your labor cost. Estimates, not results.

105staff hours per month returned to selling and building
$6,825labor capacity per month
$81,900labor capacity per year

Proposals × (minutes today − minutes with the agent) ÷ 60 × hourly cost

These are example assumptions, not results. Example for a builder doing 60–100 pools a year: minutes cover the design, takeoff, pricing, proposal and first round of questions. Use your own numbers.

What should a pool quote include?

Scope by build phase
Organize the draft around your phases, such as excavation, shell, plumbing, equipment, finishes and decking. Use the units in your price book so coping length, deck area and equipment quantities stay clear.
Options and allowances
Show base scope, upgrades and allowances separately. Use your supplied site notes for access, haul-off, rock, drainage and utility work. An unresolved site condition becomes a question for your estimator.
A comparable proposal
Keep common scope consistent across the options. Describe what changes with each finish or equipment package, along with your approved exclusions and payment terms, so the homeowner can follow the difference in price.
Try it on your work
Bring one measured plan, feature selections, subcontractor bids and your price sheet. Test a standard pool and a version with changed decking or finishes. Compare preparation time and corrections to quantities, units and allowances.
FAQ

Questions owners ask us

Can quotes run fully automatically?

Yes. Once your process is configured, LaunchAI runs the quote from start to finish: reads the request, prepares the drawings or job details, applies your prices, builds and sends the quote, and handles follow-ups in your existing software.

Can AI revise a pool quote when the homeowner changes the finish or size?

A configured workflow can update the quote using the revised dimensions or finish selection and your price book. Changes within your excavation, equipment, access and allowance rules can be priced and sent automatically. Exceptions go to your estimator.

Can it use our pool design software?

It works the design software your designer uses, with the mouse and keyboard, the same way a person does. It draws from the site notes and measurements, and takes off the quantities and prices the build. We confirm the exact steps on your version before a pilot.

Where do the prices come from?

Your price sheet and sub bids first. Equipment, plaster and tile can be checked on your distributor's portal with your login. Any line that moved past your limit is flagged before the proposal goes out.

Can it build good, better, best options?

Yes, from your rules. For example: Option A plaster finish and single-speed pump, Option B pebble finish and variable speed, Option C adds the spa. Add-ons like lights, water features and automation are priced from the same sheet.

What does it answer, and what does it send to us?

It answers what the proposal and your FAQ already say: what's included, the deposit schedule, how long a build usually takes. Fence, permit and HOA questions it can answer from your notes. A new feature, a discount or a start date comes to you.

Does it replace our designer?

No. It takes the drawing, the takeoff and the paperwork off their plate so they can be in more backyards. Your designer spends more time with homeowners while the agent handles the drawing and estimating work.

Instant quotes · Win more deals

Which backyard should we quote first?

Bring one set of site notes and the proposal you sent.

no new system. no integrations. ↗