Sell and build more pools, from one place.

The all-in-one CRM for pool builders — price jobs, send branded proposals, collect e-signatures, and run every build from permit to plaster while your margin stays in view. Built for the truck, not the office.

Start free See what's inside

Already a customer? Go to your workspace at yourcompany.poolcodex.com

The PoolCodex dashboard — open pipeline, win rate, and dollars out for signature at a glance

The platform

Everything it takes to sell and build a pool

From the first estimate to the final inspection — one platform for your whole construction business, with the numbers always in view.

Estimate & price

Price every pool by the linear foot with your own multipliers and add-ons. Consistent, profitable numbers in minutes — not a fresh spreadsheet for every bid.

Propose & sign

Send a branded, itemized proposal with scope, included equipment, warranty, and a payment schedule. Customers review and e-sign online — no printing, no chasing paper.

Build & track

Turn a signed estimate into a project with a 20-step build plan — design, permits, excavation, gunite, tile, plaster, startup — and watch progress and pace at a glance.

Protect your margin

Load real costs against every job and see margin against the sold price in real time. Know which pools make money before the plaster cures — not at year-end.

Customer CRM built for builders

Every lead, call, site visit, note, and file in one record — with lead sources, full-text search, and CSV export. Nothing about a job lives in someone's inbox.

Change orders that hold the number

When the scope changes, issue a change order with line items — even credits — and collect a fresh signature. The contract total stays exact and defensible.

A dashboard that shows the money

Open pipeline, win rate, dollars out for signature, average estimate, and change orders awaiting approval — the health of your business, live, in one screen.

Payment schedules, done for you

Every proposal carries an auto-calculated schedule — deposit, on-shell, on-finish, final — or set your own, with a guard that keeps the draws balanced to the contract.

Photos & documents on the job

Attach site photos, plans, and permits to the project and the customer. The whole paper trail travels with the pool, from the truck to the office.

Your brand, your workspace

Your company name, logo, colors, and contact details across the app, proposals, PDFs, and emails — on your own web address at yourcompany.poolcodex.com.

A closer look

Built around how you actually sell and build

No generic CRM bolted onto pools. Every screen is shaped by the way a construction job really moves.

Estimating

Estimates that win — and hold their margin

Price by the linear foot with the multipliers and add-ons you set once, so every bid is fast, consistent, and profitable — no rebuilding a spreadsheet for each pool.

Linear-foot pricing with your own multipliers
Add-on products and an “Items Included” equipment library
Auto-calculated deposit / shell / finish / final schedule
Duplicate a past estimate to bid the next one in seconds

An estimate priced by the linear foot, with project details and total investment

Proposals & signatures

Proposals your customer signs from the couch

Send a polished, branded document with the full scope of work, then collect a legally captured e-signature online. No printing, no scanning, no waiting on the mail.

Your logo, colors, and legal name on every page
Scope, included equipment, warranty, exclusions, timeline, and terms
Email the proposal and track when it’s out for signature
Signature, name, and timestamp captured — with a downloadable signed PDF

A branded pool construction proposal with scope of work and total investment

Projects & margin

Every build on one plan, with the margin in view

Turn a signed estimate into a project on a ready-made 20-step construction plan, then track real costs against the sold price so you know exactly where the profit stands.