How to send a customer a pool design PDF

Short answer. PoolSketch builds a branded PDF handout from your plan: logo, business name, phone, customer name, date, the plan, a 3D picture, option A and B, and a concept sketch line. Choose what the homeowner sees, then share it through your phone's share sheet by text or email.

What goes in a customer pool design PDF?

A good handout answers the customer's first question: what will it look like, and what does it include. PoolSketch builds the PDF from your plan with your logo, business name and phone, plus the customer name and date. It shows the plan, a 3D picture, and option A and B so the homeowner can compare two directions in one file.

Every customer copy carries the line: Concept sketch for discussion. Not a construction drawing. PoolSketch makes concept sketches for discussion, not construction drawings, so keep that line on the page.

How do you choose what the homeowner sees?

The Send sheet is where you pick what goes on the customer copy. You can show or hide sizes and distances, include the 3D picture, and add a watermark. That keeps the conversation on the design instead of on numbers you have not priced yet.

PoolSketch shows quantities only and never prices, so you price the job with your own numbers in your own estimate. The spec sheet lists pool surface, perimeter, water volume, coping and tile length, plaster area, excavation, deck area and more, with a CSV download if you want to work the numbers in a spreadsheet. See the pool estimate template guide for that step.

How do you send the PDF to a customer?

Export the PDF, then use your phone's share sheet to send it by text or email. The customer receives a normal PDF they can open, save or print.

Keep the message short: here is the design we talked about, option A and option B are both in the file, and here is when I can walk you through it. Ask one question so they reply. If you want a repeatable script, the pool builder sales process guide covers the follow up.

What is the crew layout sheet?

The crew layout sheet is a separate page with the takeoffs your install crew needs: surface area, perimeter, average depth, volume in gallons, coping and tile in linear feet, interior and deck in square feet, and rough excavation in cubic yards. Quantities only, no prices.

Send the customer copy to the homeowner and keep the crew sheet internal. If you want the customer to open a live 3D view, send a client share link. It opens a live 3D view, expires after 60 days and can be revoked at any time.

What are the steps?

Open the design. Open the job in PoolSketch and check the plan, the 3D view and the option A and B versions you want to show.
Set your branding. Company branding is set once in your account, so your logo, business name and phone appear on the handout.
Open the Send sheet. Choose what the homeowner sees: sizes and distances on or off, the 3D picture, and a watermark.
Check the customer details. Check the customer name you typed for the job. It prints on the PDF with the date.
Export the PDF. Export the handout, and add the crew layout sheet with takeoffs if your install crew needs it.
Share it. Use the phone share sheet to send the PDF by text or email, and paste your short message.
Send the client share link. If the customer wants a live 3D view, send the client share link. It expires after 60 days and you can revoke it.

Does it work offline?

PoolSketch works offline after the first sign in, so you can open a saved design and export a PDF on site with no signal. Sharing needs a connection, because the file or link has to leave the device.

If you are still choosing a tool, compare PoolSketch features and pricing before you commit. PoolSketch makes concept sketches for discussion, not construction drawings.

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Common questions

Can I send a pool design PDF from my phone?

Yes. Export the PDF in PoolSketch and use your phone's share sheet to send it by text or email. The customer gets a normal PDF they can open, save or print.

Does the customer PDF show prices?

No. PoolSketch shows quantities only, never prices. You price the job yourself, in your own estimate.

How long does a client share link last?

Client share links open a live 3D view, expire after 60 days and can be revoked at any time.

Can I send a design without internet?

You can open saved designs and export a PDF offline after the first sign in. Sharing the file or link needs a connection.