Engage add-on
Lead forms, a booking page and a website chat widget bring the lead in, a pipeline keeps track of it, and workflows send the follow-up while you're on the route.
A form, a chat or a booking request creates a customer marked Prospect, or finds the one you already have. The inbox, pipelines, workflows and Smart Lists all work from that same list.
Website chats land here as threads, and you answer by email right from the thread. You can assign a thread, leave an internal note or schedule the reply, and once you add Communications, texts and calls land here too.
A workflow can start from any of 23 events or on a schedule, and its steps send an email or a text, wait, branch, tag, move a deal and stop at a goal.
Ten templates for a pool office install as drafts, so you can change the wording and test on your own phone before turning one on.
How workflows workDrag a deal from New Lead to Scheduled with its value and owner on the card, then mark it won or lost and keep the reason.
Embed one on your site or share its link, and the answers can steer the workflow that follows.
Homeowners pick a service, a day and a time window, and the office confirms the visit.
A visitor's message becomes a lead in your inbox, with the phone or email you need to reply.
Text a tracked review link after the job, and each customer is asked once per window you set, which is 90 days to start.
Filter by tag, status, rate type, past work or an unpaid invoice, then save the list. You can send it an email broadcast, or a text broadcast if you have Communications.
See each form's new leads, deals and won revenue over the last 7, 30 or 90 days.
$50 a month
$80 a month
Both add-ons sit on top of the core plan, and they cost $100 a month bought separately but $80 when you take them together.
See the Communications add-onOne turns a website chat into a deal, one chases a declined card, and one fills the spring schedule. Steps marked Communications send a text from your number, while the rest run on Engage alone.
Every chat gets an owner and a callback the same day, and if the deal still hasn't moved two days later, the lead gets an email.
A customer who pays along the way jumps to the goal and hears nothing more, while the ones who don't pay get a call from a person five days in.
A schedule reaches customers already on your list, which an event never does, and only the ones who answer get a deal. Marketing texts go only to customers who agreed to them.
A workflow starts with the next event after you switch it on. It doesn't reach back to old quotes, finished jobs or imported customers, so to reach people already on your list, run it on a schedule for a tag or status, like the third example.
Every trigger and stepLeads come in three ways, every deal sits on one board, and you can see what each form actually earned.
On your website, or at its own link
A widget in the corner of your site
A page you link from your site or a text
Link a quote to its deal from the quote itself, and a quote that's sent, accepted or declined can start a workflow.
Mark a deal won by hand, or let a workflow do it when the quote is accepted, then set the customer Active and schedule the first visit.
Price, went with a competitor, no response or bad timing. The board shows your win rate, and Marketing shows won revenue by form.
This table shows what each pool and field service app sends after the job or the quote, what it costs, and whether a customer can text back.
| Company | The follow-up you get | What it costs | Can customers text back? |
|---|---|---|---|
 Pool Runs | Engage: workflows with branches, waits and goals, plus pipelines, lead forms, a booking page and a website chat widget1 | $50 a month add-on, on top of the $45 core plan | With an add-on: Yes, with Communications. Both add-ons are $80 a month2 |
 | Marketing Suite: pre-built email and text automations, and review requests | $150 a month add-on | No: No. Its texts are one-way3 |
 | Quote and invoice follow-ups on Connect. A custom automation builder on Grow4 | Connect $139, Grow $199. Marketing Suite +$99, Pipeline add-on +$495 | Higher plan only: On Grow, $1994 |
 | Text reminders on every plan. Email campaigns from Essentials6 | Essentials $189. Campaigns Advanced has no published price6 | Yes: Every plan, after texting registration7 |
 | Automatic emails: quote reminders, invoice reminders and route-day changes. No campaigns | In the plan | No: No. A one-way On the Way text8 |
 | Reminder messages | Texting from $10 a month plus usage9 | Not stated on its site9 |
 | Completion notices | In the plan | No: Not on its site |
We read these on each company's own pricing pages and help centers on October 17, 2026. Prices are billed monthly, and plans change, so check before you decide.
Pool service marketing automation is software that brings in new leads and sends the routine follow-up around your route, so nobody has to remember it. In Pool Runs that's the Engage add-on: lead forms, a booking page and a website chat widget catch the lead, a pipeline tracks it, and workflows send the emails, texts and tasks that move it along.
No. Engage works on its own, with the inbox for website chats, workflows that email and create tasks, pipelines, lead forms, the booking page and Smart Lists. Anything that sends a text, including workflow texts, review requests and text broadcasts, goes out from a Communications number. If you take both for $80 a month, they share one number and one inbox.
Texts go out from your Communications number, which includes 1,000 text messages a month, and each text past that is 3¢ on your monthly invoice. Texts your customers send you don't count.
No. A workflow starts with events that happen after you switch it on, like the next quote sent or the next job completed. It never reaches back to old quotes, finished jobs or imported customers. To reach people already on your list, run a workflow on a schedule for everyone with a tag or status, or send a broadcast to a Smart List.
Yes. Choose Engage when you start your 30-day trial, and it isn't billed until the trial ends. Forms, the booking page, the chat widget and pipelines work from the first day. Until your subscription is active, Pool Runs sends email only to your own team, so test workflows on yourself first.
Yes. The Pool Runs mobile app has the inbox, the pipeline and booking requests, so whoever is in the truck can answer a lead between stops.
Start with Engage
Install a template, change the wording, send a test to your own phone or inbox, and switch it on. From then on, each new chat, form and quote gets its next step without anyone having to remember it.
Engage is $50 a month on top of the core plan. Pool Runs is from $45/month with 50 properties included.
Booking requests reach the office as an alert, and the follow-up text on the quote sends from a Communications number.
