A pool builder's dashboard.
Typical scenario, not an existing client. Every piece of data on this page is fictional: names, amounts, transcripts. The buttons respond but send nothing. The interface is the one we ship. Real figures are established during the free audit.
This is what a twelve-person pool builder sees on a Monday morning once the workflows are in place. Quotes, calls, incoming enquiries, invoicing: all in one place, kept up to date without anyone doing it.
What the automation does in this screen.
The dashboard above only shows data. Here is what produces it, section by section. The figures quoted are those of the 30-day view.
Every quote ships with its follow-up sequence. Nobody triggers it by hand, and nobody forgets to stop it when the client replies. Of the 14 open quotes, 9 are already in a scheduled sequence — that many files moving forward while the team is on site.
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: 14 calls handled over the period, 4 of them escalated — green water, a leak, a stuck cover, a pump under contract.
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 15 enquiries, 5 never reached a salesperson: one cold pitch, one out of area, one student, two empty messages.
Invoices go out, so do the reminders, and VAT adds up as it goes. The accountant gets the export without asking. It is also what surfaces the €7,900 in late payments instead of leaving them to sit in a spreadsheet.
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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