The pool a lead is asking about, on the lead
A lead can now carry the bodies of water at the property — the pool, spa, hot tub, fountain, pond, or other water feature they want serviced. Each one records its type, approximate gallons, sanitizer, surface material, and free-text notes. This is the same kind of record you keep on a real service location, captured earlier — while the person is still a prospect — so the price you quote reflects the pool in front of you, not an average.
Why it matters: the Route Fit suggested rate estimates the chemical cost for a lead by comparing to bodies of water you ALREADY service that resemble it — same sanitizer, similar size. More detail on the lead means a sharper price. It's optional; leave it blank and Route Fit falls back to your company-wide chemical average.
What each body of water records
- Type — Pool, Spa, Hot Tub, Fountain, Pond, or Other.
- Gallons — the approximate volume. It's what chemical demand scales with, so it's the single most useful number to fill in for pricing.
- Sanitizer — Liquid Chlorine, Cal-Hypo, Trichlor, Dichlor, Salt Water Generator (salt/SWG), Bromine, Ozone, or None. This is the strongest signal for what chemicals cost, so a salt pool is only ever compared to your other salt pools.
- Surface material — Plaster, Gunite, Pebble/Aggregate, Concrete, Vinyl, Vinyl Liner, Fiberglass, Tile, Metal, or Unknown.
- Notes — anything else worth remembering (attached spa, water features, condition), plus an optional name for the body of water and a salt level in ppm.
A lead can have more than one body of water — a property with both a pool and a spa records each separately, and Route Fit prices them together.
Where the details get captured
- When you add or edit a lead by hand — on the Leads page, so the pool is on record from the first call.
- On the lead's page — alongside its contact details and the Route Fit card, where the pricing it feeds is shown.
- From the technician mobile app — a tech standing at the property can add the pool to the lead in the field.
- Automatically from AI Front Desk intake — when a caller or texter describes their pool ("it's a fifteen thousand gallon saltwater pool"), the phone/text assistant parses those details onto the lead for you. Always glance over auto-captured details before you lean on the price.
These details are for your team only. As with everything on Route Fit, nothing about the pool or the price is ever quoted back to the lead automatically — the AI assistant and George never state a price.
How it sharpens the suggested rate
On the Route Fit card, the Chemicals line of the suggested-rate math is what these details change. Instead of a flat company-wide number, Route Fit looks at the bodies of water you already service that resemble the lead's:
- A pool of yours counts as a look-alike when its sanitizer matches (when both are known), its type matches, and its gallons are within about 30% of the lead's.
- With three or more look-alikes, the Chemicals row reads "based on N similar pools you service" and uses the median chemical cost of those pools. Each of the lead's bodies is priced from its own look-alikes and the results added up.
- With fewer than three look-alikes (or no pool details on the lead), it falls back to your company-wide chemical figure — "your median chemical cost across N jobs" — or, with no chemical history at all, "no chemical history yet — counted as $0".
- The estimate sharpens on its own as you complete more visits: newer companies still get a price today, and it gets more specific to this kind of pool as your service history grows.
Everything else on the rate — labor, drive cost, target margin — is unchanged. See Route Fit for the full derivation and the Settings → Pricing controls.
What happens when you convert the lead
Convert the lead to a customer and every body of water you captured is created as a real body of water on the new service location automatically — type, gallons, sanitizer, surface, and notes carried over. You don't re-enter the pool you already described; it's there waiting on the customer, ready for its first visit and its chemistry history.
What this does not do
- It doesn't require the details. A lead with no bodies of water still gets a suggested rate — the chemical estimate just uses your company-wide average.
- It doesn't quote the price or the pool details to the lead. The suggested rate stays owner-facing, exactly as on the rest of Route Fit.
- It doesn't read chemistry or dose anything. A lead's bodies of water are a specification for pricing and for conversion — test readings and dosing start once it's a real service location. See Chemical dosing recommendations.
Frequently asked questions
Can I record a lead's pool details — size, sanitizer, surface?
Yes. A lead can carry one or more bodies of water (pool, spa, hot tub, fountain, pond, or other), each with its type, approximate gallons, sanitizer (including salt/SWG and bromine), surface material, and notes. Add them when you create or edit the lead, on the lead's page, or from the technician mobile app — and the AI phone/text assistant fills them in automatically when a caller describes their pool.
Does the suggested rate account for my pool size or the chemicals it needs?
Yes. When you record a lead's bodies of water, Route Fit estimates chemicals by comparing to the pools you already service with the same sanitizer and a similar number of gallons (within about 30%). With three or more look-alikes the Chemicals line reads "based on N similar pools you service"; with fewer it falls back to your company-wide median chemical cost so you still get a price. The estimate gets sharper as you complete more visits.
Do I have to re-enter the pool when a lead becomes a customer?
No. Converting the lead creates each captured body of water on the new service location automatically, with the type, gallons, sanitizer, surface, and notes carried across.
Why is my lead's chemical estimate just the company average?
Because it doesn't have enough close look-alikes yet. A comparable pool has to match on sanitizer and type and be within about 30% of the gallons, and there need to be at least three of them before Route Fit trusts their median over your company-wide chemical figure. Add the lead's pool details, and keep completing visits — the estimate becomes pool-specific as your history grows.