Seamless Migration to Poologics
Pentair Pool Builder Alternative
Keep Your business Flowing with minimum disruption
As Pentair transitions away from Pentair Pool Builder, Poologics provides an easy, automated migration path—ensuring you keep your data intact without any disruptions. Our platform is built specifically for pool builders, seamlessly connecting leads, estimates, proposals, projects, scheduling, and financials in one intuitive system.
With our automated import tool, we transfer your settings, contacts, leads, projects, and attachments from Pentair into Poologics—so you can get up and running fast. Plus, our integrations with Google Mail, Google Calendar, Heritage Pool Supply, and Zapier make it easy to connect Poologics with the tools you already use.
Ready for next steps?
We’ve got two easy ways to get Started. Join our live Pentair Migration Webinar at
11:00am CT (12:00pm ET | 9:00AM PT) MONDAY, MAY 5th to see how Poologics works and get your questions answered. Or, if you prefer a personal walkthrough, book a 1:1 demo and we’ll show you everything firsthand.
Why Poologics?
Effortless Data Migration
Automatically transfer settings, contacts, leads, projects, and attachments from Pentair Pool Builder into Poologics—no manual work needed.
Seamless Integrations
Sync with Google Mail, Google Calendar, Heritage Pool Supply, and Zapier to keep your existing tools connected and streamline your daily operations.
Live Support & Training
Our team is here to help! Get access to onboarding, training, and real human support whenever you need it.
All-in-One Workflow
From opportunities to estimates/proposals, scheduling, and financials, Poologics connects every step—so your business flows seamlessly.
Built for Pool Pros
Designed specifically for pool builders, Poologics offers the tools you need to sell, manage, and grow—without extra complexity.
Special Pentair Customer Pricing
For a limited time we will be running special pricing on all software and website subscriptions specifically for Pentair customers.
Ready for next steps?
We’ve got two easy ways to get Started. Join our live Pentair Migration Webinar at
11:00am CT (12:00pm ET | 9:00AM PT) MONDAY, MAY 5th to see how Poologics works and get your questions answered. Or, if you prefer a personal walkthrough, book a 1:1 demo and we’ll show you everything firsthand.
How the Migration from Pentair Pool Builder to Poologics Works
Step 1:
Sign Up for Poologics
Step 3:
Onboarding & Setup
Once your data is in, we’ll walk you through configuring your system, setting up templates, and making sure everything is tailored to your business.
Step 2:
Secure Data Transfer
Provide your Pentair Pool Builder credentials, and we’ll handle the rest. Our system automatically transfers your settings, contacts, leads, projects, and attachments—fast and hassle-free.
Step 4:
Support Every Step
Your dedicated customer success manager is with you the whole way—helping with migration, setup, and answering any questions to get you up and running smoothly.
Ready for next steps?
We’ve got two easy ways to get Started. Join our live Pentair Migration Webinar at
11:00am CT (12:00pm ET | 9:00AM PT) MONDAY, MAY 5th to see how Poologics works and get your questions answered. Or, if you prefer a personal walkthrough, book a 1:1 demo and we’ll show you everything firsthand.
CRM and Sales Management
Manage Leads & Opportunities
Customize your sales pipeline, track notes, and centralize communication to ensure no opportunity is missed.
Organize Follow-Ups & Tasks
Stay on top of follow-ups and to-dos, ensuring timely interactions and enhanced productivity.
Empower Your Sales Team
Streamline operations, allowing your sales team to focus on building customer relationships and closing deals.
Comprehensive Tracking
Build custom dashboards and reports to monitor sales performance and identify areas for improvement.
Estimating and Proposals
Manage Your Price Books
Create products, manage costs, and set margins. Keep your price book updated to track labor and material cost changes.
Quickly Estimate with Precision
Utilize dynamic, take-off driven price groups to price swimming pools quickly and accurately, minimizing budget variances.
Send Beautiful Proposals
Elevate customer experience with reliable, custom proposals. Integrated FAQs provide clarity and reassurance to clients.
Secure Electronic Signatures
Send proposals via email and obtain electronic signatures, streamlining the approval process and enhancing client convenience.
Software
ANNUAL SUBSCRIPTION
$249/mo
$2,988 | Billed Annually ($249/mo)
-- No Set-up Fee --
$600 Savings/year by choosing this plan!
Software
QUARTERLY SUBSCRIPTION
$279/mo
$837 | Billed Every 3 Months ($279/mo)
-- No Set-up Fee --
Select the Annual Plan to save even more!
Software
MONTHLY SUBSCRIPTION
299/mo
$299 | Billed Monthly - Cancel Anytime
-- No Set-up Fee --
Select the Annual Plan to save $600!
Project Management
Comprehensive Task Management
Organize and prioritize tasks to ensure timely project completion and team alignment.
Document Management
Store and access all project-related documents in one centralized location, enhancing collaboration and reducing miscommunication.
Dynamic Scheduling
Utilize intuitive scheduling tools to allocate resources effectively and adapt to project changes seamlessly.
Onboard your Processes and Standards
Establish a seamless project workflow with customizable templates. Track progress effortlessly from planning to post-completion warranty with our task management system.
Cost Accounting & Financial Management
Payment Schedules
Automate payment schedules and link them to your job board. Set reminders for due payments and send invoices directly from the project for easy collection.
Track Budgets & Job Costs
Use Poologics or your own estimating tool to manage bill approvals, cost overruns, and budgets, keeping every project on track financially.
Maximize Cash Flow
Align invoicing with project progress, track subcontractor and supplier payments, and coordinate approvals with your office and project managers.
Manage Project Equity
Monitor available equity per project and allocate funds efficiently for overhead costs or personal compensation.
Ready for next steps?
We’ve got two easy ways to get Started. Join our live Pentair Migration Webinar at
11:00am CT (12:00pm ET | 9:00AM PT) MONDAY, MAY 5th to see how Poologics works and get your questions answered. Or, if you prefer a personal walkthrough, book a 1:1 demo and we’ll show you everything firsthand.
CRM
This is where it all starts. Capture leads, manage contacts, companies and vendors, and report on your pipeline.
Estimates & Proposals
Simplify the process of creating accurate estimates and compelling proposals for your customers.
Project Management
From task management to scheduling to warranties, we've got everything you need to get the job done.
Frequently Asked questions:
What Type of Pool Builders use Poologics?
Poologics supports all of the major pool builder project types: Gunite/Shotcrete, Fiberglass, Vinyll Liner, and other pre-fabicated builds. We have builders who manage pools only, but many of our customers also offer full-service outdoor living features: walls, firepits, pergolas, casitas, and outdoor kitchens.
How Long Does it Take to Get Poologics Up and Running?
You can begin using Poologics on day one; however, like any business management software you get out of it what you put into it. But to that point we don't leave you hanging. Our customer success team provides training and onboarding calls to get you using the software as quickly as possible.
