Free pool service change order template

A pool service change order for repairs found during service, a switch to a different plan, or added equipment like a heater or automation.

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3 linesFilled in for pool service
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Your business
Logo
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Optional. Add it if your trade is licensed where you work.
Customer
Change order details
Line items
A credit for work taken out: type the quantity as a minus number.
DescriptionQtyUnitPrice
qty
$
qty
$
qty
$
$
%
Leave at 0 if your work is not taxed where you are.
Change total
$0.00
Change order, Change to pool service
$0.00This change
$0.00Tax
3Lines to price
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Your business name

Change order

Number
CO-1001
CustomerCustomer name
JobChange to pool service
DescriptionQtyUnitPriceAmount
Replace pump shaft seal1each
Heat pump pool heater, installed1each
Credit: salt cell care not needed this season-1month
This change
$0.00
Change total
$0.00
3 lines have no price yet
Reason for the change
Pump seal leaking under the motor. Heater requested by the owner.
Terms
Repairs and equipment billed when done.
Approved by (customer signature)
Contractor
Date

What a pool service change order is for

Weekly service turns up repairs: a leaking pump seal, a failing heater, a cracked skimmer. And customers change plans with the seasons. A written change with the repair or new plan price, approved before work, keeps monthly billing right and avoids the surprise repair line nobody agreed to.

What to put on a pool service change order

  • The current plan or estimate.
  • What was found or requested.
  • Added and removed lines.
  • The new price or monthly amount.
  • Customer approval before work.

A worked example

During service the tech finds the pump seal leaking and the customer asks to add a heat pump heater before fall. They drop the salt cell care since the cell is new.

LineQtyUnitPrice
Replace pump shaft seal1eachYour price
Heat pump pool heater, installed1eachYour price
Credit: salt cell care not needed this season-1monthYour price

Note the heater model in the line once chosen. The credit comes off the change total because its quantity is negative.

Line items pool service companies use

Line itemUnitHow to write it
Weekly pool service, chemicals includedvisitSkim, brush, vacuum, empty baskets, test and balance.
Weekly pool service, chemicals extravisitLabor only; chemicals billed by use.
Pool openingeachRemove cover, start equipment, balance water.
Pool closing and winterizingeachBlow out lines, add antifreeze, cover.
Green pool cleanupeachShock, brush, filter cleans; may take several visits.
Filter clean, cartridge or DEeachSay the filter type.
Salt cell cleaningeachAcid wash and inspection.
Pump motor replacementeachHorsepower and brand.
Heater repair or replacementeachGas or heat pump; model on the line.
Leak detectioneachPressure test and dye test.
Chemicals, by uselbChlorine, acid and other products billed when used.
Drain and acid washeachPlaster pools; say whether the yard can take the water.

Terms and deposit language for pool service

  • Deposit. No deposit on weekly service. Equipment replacements and remodels may take a deposit for parts.
  • Payment. Weekly service billed monthly, often by card on file. Repairs due on completion.
  • Warranty. Equipment carries the maker's warranty; your labor on repairs is covered for the period you state.
  • Water chemistry can change quickly after storms, heavy use or pets; extra visits or chemicals are billed as used.
  • Customer keeps gates unlocked and pets inside on service day, and tells you of parties or heavy use.
  • Green pool recovery may take several visits; results depend on the filter and equipment working.

How to fill it in

  1. Put in the original estimate number and amount.
  2. Write what changed in the reason box, plainly.
  3. Add the new work; type a minus quantity for any credit.
  4. Fill in the days added.
  5. Print it for a signature on site, or send it from Koira to sign by phone.

Free tools for pool service

The same change order for other trades: appliance repair, auto detailing, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, drywall, electrical, fence, flooring, garage door, general contractor, gutter, handyman, hvac, irrigation, junk removal, landscaping, lawn care, locksmith, moving, painting, pest control, plumbing, pressure washing, remodeling, roofing, septic, snow removal, solar, tree service, waterproofing, window cleaning.

More for pool service companies: how pool service companies run on Koira.

FAQ

When does pool service need a change order?

When a repair is needed, equipment is added, or the plan changes. Get approval before the work, especially for larger repairs.

How do I report repairs found on service visits?

Note what you found with a photo, price it on a change order, and send it for approval before you order parts.

Can a change order switch plans?

Yes. Show the new plan's price and the start date, with the old one as a credit if it helps the customer see the difference.

Do credits work on pool change orders?

Yes. A minus quantity on a line takes it off the total. The customer sees the repair and the dropped service side by side before signing.

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Free Pool Service Change Order Template (PDF and Word) | Koira