
01 / SALES
Sales Flow & CRM
Track leads from first contact to signed contract. Manage customers, follow-up tasks, and your active pipeline from a single view.

Purpose-built for pool construction
Manage sales, customers, schedules, projects, field operations, photos, change orders, payments, reporting and connected tools — all from one purpose-built platform.
From the first lead to the final walkthrough.
CONNECTED LIFECYCLE
Every operational handoff remains visible and attached to the same project record.
Consistent first contact.
One property record.
Scope and approvals.
Engineering to final.
Crews, time, photos.
Approvals and signatures.
Draw and project clarity.
BUILT FROM REAL EXPERIENCE
PPB was shaped by people who understand pool construction firsthand — not by software developers trying to retrofit a generic system for the industry. Its workflows reflect the realities of selling, scheduling, building, documenting and completing pool projects.
That firsthand experience is what makes PPB different. The platform connects owners, office teams, salespeople, project managers, field crews and customers around the way a pool company really operates — from the first lead to the final walkthrough.
Real pool-construction workflows
Designed around both office and field operations
Shaped by firsthand project experience
Purpose-built for pool companies

“Born in the pool industry — not retrofitted for it.”
PLATFORM / OPERATIONS
Product screens shown with illustrative sample data.

01 / SALES
Track leads from first contact to signed contract. Manage customers, follow-up tasks, and your active pipeline from a single view.
02 / PROJECTS
Every active project in one place. Monitor phases, track milestones, flag issues, and keep your team aligned from planning through completion.


03 / SCHEDULING
Assign crews, schedule work orders, and keep your calendar updated across office and field. No more whiteboard — everyone sees what's next.
04 / FIELD
Field workers get job details, time-clock, work orders, and photo capture on their phones. GPS check-in confirms on-site presence.



05 / DOCUMENTS
Issue, send, and track change orders from the platform. Customers sign digitally and approvals flow directly to accounting.
06 / FINANCIALS
Manage draw schedules, track payment status, and sync with QuickBooks. Know exactly where every project stands financially.


07 / REPORTING
Project progress, payment collection, work order completion, and warranty status — all in one place for owners and managers.


BUILT FOR THE INDUSTRY
For companies managing multiple active projects — and for every owner, office teammate, project manager, salesperson, field employee, and crew member keeping them moving.
INTEGRATIONS
PPB supports and continues expanding integrations across the platforms your business already relies on.
QuickBooks OnlineAVAILABLE
SignWellAVAILABLEIntegrations are being actively expanded.
PREMIER POOL BUILDERS APP
Bring your sales, projects, people and business operations into one connected platform.