Pool Safety Solutions – End-to-End Inspection & Compliance Automation

Who They Are

A pool inspection provider operating in a regulated environment where homeowners must complete regular safety inspections and meet strict deadlines.

Challenges

• High volume of inbound calls to book inspections
• Manual data collection (details, addresses, deadlines)
• Manual route planning for inspectors
• Missed confirmations and reminders leading to:
  • No-shows
  • Delayed inspections
  • Risk of non-compliance and late reporting

What We Built

We designed a full-cycle AI-driven compliance workflow from first call to final report:

1. Inbound AI Booking Assistant

When people call to book:

• AI collects all required details (name, address, pool type, availability)
• Records everything directly into the CRM

Gives the team complete, clean data without manual typing

2. Route-Aware Scheduling Support

The internal team uses the CRM to:

• Group inspections
• Build optimal daily routes (shortest path, clustered areas)

Once times are set, the AI:

• Calls each client to confirm their exact time slot

3. Pre-Inspection Reminders & Instructions

One day before:

• AI calls clients with:
  • Reminder
  • Preparation steps (access, gates, pets, etc.)
  • Confirms they're still available, reducing no-shows

4. Post-Inspection Flows

If they pass:

• AI calls to notify them
• Sends email with their certificate

If they fail:

• AI explains:
  • What failed
  • What must be fixed
  • The deadline for remediation before mandatory reporting
• Instructs them to book a re-inspection once resolved

5. Automated Follow-Up & Compliance Enforcement

For failed inspections:

• AI schedules gentle reminder calls/messages every few days
• Stops once:
  • A new booking is made, or
  • The deadline is reached

If deadline passes without compliance:

• System marks the case and triggers reporting to the relevant authority

Impact

• Fully mapped, zero-gap workflow from inquiry → booking → reminder → result → compliance
• Massive reduction in manual chasing and admin
• Lower no-show rates
• Clear governance trail: every step is logged and actioned
• A model that any regulated inspection business can replicate

"From the first call to compliance enforcement, nothing falls through the cracks. The system handles it all professionally and automatically."