DEMO · POOL BUILDERS

A pool builder's dashboard.

This is what a 12-person pool builder sees on Monday morning once the workflows are running. Quotes, calls, incoming enquiries, invoicing — all in one place, updated without anyone doing it.

Demonstration — fictional data
14
Open quotes
6 in scheduled follow-up
€8,400
Signed this month
2 quotes
11
Calls handled
26 received since Monday
23
Enquiries received
18 qualified · 5 discarded

Quote tracking

5 quotes · last 30 days
Client & projectAmount excl. VATFollow-upsStatus
M. family · Publier
8×4 shell + plant room
€32,400
SentD+3D+7
Signed
Mr B. · Thonon-les-Bains
Liner and coping renovation
€11,800
SentD+3D+7
Pending
Ms D. · Évian
Low telescopic enclosure
€9,200
SentD+3D+7
Lost
L. property co. · Annemasse
10×5 concrete pool + heat pump
€48,700
SentD+3D+7
Pending
Mr & Mrs R. · Douvaine
Annual maintenance contract
€1,140
SentD+3D+7
Signed

Typical scenario, not an existing client. Every figure on this page is fictional: names, amounts, transcripts. The interface is the one we ship. Real numbers come out of the free audit.

What the automation does in this screen.

The dashboard above only shows data. Here is what produces it, tab by tab.

01Quotes

Every quote ships with its follow-up sequence. Nobody triggers it by hand, and nobody forgets to stop it when the client replies. The €8,400 signed this month came from two quotes chased at D+7 — without the sequence they would have gone unanswered.

02Calls

In season, the agent takes the calls nobody has time to take. It qualifies, it summarises, and it only interrupts a human when that's warranted: 11 calls handled out of 26 here, with a single one escalated to a callout.

03Enquiries

Every enquiry is scored before it reaches you. The solid ones arrive with a reply already written; the rest don't cost you time. Of 23 enquiries, 5 never reached a salesperson.

04Invoicing

Invoices go out, so do the reminders, and VAT adds up as it goes. The accountant gets the export without asking — which is why the overdue line sits at €0 beyond 30 days.

What would yours look like?

In 30 minutes we look at your call volume, your quote turnaround and your maintenance recurrence. You leave with the list of workflows that pay for themselves before next season.

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