Equipment Repair Quote-to-Approval Workflow
A done-for-you pool service automation built for the Service Technician, connecting QuickBooks and Stripe so the work below happens on its own.
What this automation does, step by step
When a technician identifies needed equipment repair during a routine visit, this automation automatically generates a quote with photos of the issue, sends it to the customer for approval, and schedules the repair automatically once approved.
No separate office callback is required to move from finding a problem to having the repair scheduled.
- Skimmer
- Zapier or Make.com
- Stripe or QuickBooks
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a service technician manually pieces together information from different places, then has to relay it to everyone who needs it. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
Often built alongside this one
Service Visit Photo Log
After each visit, this automation automatically sends the customer a quick summary with a photo of the pool and the chemical readings taken.
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