What a pool service proposal is for
Pool owners range from those who want chemicals dropped off to those who never want to think about the pool. Three plans on the same pool show what each level covers, and the top plan bundles the periodic work that keeps equipment alive. It replaces the price-only conversation with a choice of how much they want to do themselves.
What to put on a pool service proposal
- The same pool in each plan.
- What each visit includes.
- Periodic services in the higher plans.
- Monthly price for each.
- One sign-up line.
A worked example
The same 15,000 gallon pool. Quantities are per month; price each from your own costs.
Option 1: Good: chemical service. Weekly test and balance; owner skims and brushes.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Weekly chemical service | 4 | visit | Your price |
Option 2: Better: full weekly service. Skim, brush, vacuum, baskets, test and balance every week.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Weekly pool service, chemicals included | 4 | visit | Your price |
Option 3: Best: full service plus care. Adds quarterly filter cleans, salt cell care and priority repairs.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Weekly pool service, chemicals included | 4 | visit | Your price |
| Filter clean, spread monthly | 1 | month | Your price |
| Salt cell care, spread monthly | 1 | month | Your price |
Show the monthly price in each option's total. Pool owners budget monthly.
Line items pool service companies use
| Line item | Unit | How to write it |
|---|---|---|
| Weekly pool service, chemicals included | visit | Skim, brush, vacuum, empty baskets, test and balance. |
| Weekly pool service, chemicals extra | visit | Labor only; chemicals billed by use. |
| Pool opening | each | Remove cover, start equipment, balance water. |
| Pool closing and winterizing | each | Blow out lines, add antifreeze, cover. |
| Green pool cleanup | each | Shock, brush, filter cleans; may take several visits. |
| Filter clean, cartridge or DE | each | Say the filter type. |
| Salt cell cleaning | each | Acid wash and inspection. |
| Pump motor replacement | each | Horsepower and brand. |
| Heater repair or replacement | each | Gas or heat pump; model on the line. |
| Leak detection | each | Pressure test and dye test. |
| Chemicals, by use | lb | Chlorine, acid and other products billed when used. |
| Drain and acid wash | each | Plaster 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
- Fill in the customer and the job.
- Check each option's name, its one-line difference and its lines.
- Add your prices; each option totals on its own.
- Set tax, the deposit and the good-until date.
- Print it, download it, or send it from Koira so the customer can pick and sign on the phone.
Free tools for pool service
- Maintenance plan pricing calculator
- Labor rate calculator
- Profit margin calculator
- Pipe volume calculator
The same proposal 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.