What a pool service work order is for
Pool routes run fast, and each pool has its own gate code, dog, equipment quirks and chemical habits. A work order per pool, or per route day, keeps those details with the tech. It is also where readings and chemicals added are recorded, which matters when the water goes green and the customer asks why.
What to put on a pool service work order
- Gate code and pets.
- Equipment and settings.
- Tasks this visit, including periodic ones.
- Water readings to record.
- Chemicals added.
- Notes for the owner.
A worked example
A weekly stop with the quarterly filter clean due. Prices are hidden.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Skim, brush and vacuum | 1 | visit | Your price |
| Empty skimmer and pump baskets | 1 | visit | Your price |
| Clean cartridge filter | 1 | each | Your price |
| Test and balance water | 1 | visit | Your price |
Record the readings and chemicals added in the instructions. A log of readings is the best defense when a pool turns.
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. |
How to fill it in
- Fill in the customer, the site and the date.
- Add who is assigned, the arrival window and access.
- List the tasks and materials in the order the crew will need them.
- Put gate codes, pets and anything to protect in the site notes.
- Print it for the truck or send it to the crew's phone as a PDF.
Free tools for pool service
- Maintenance plan pricing calculator
- Labor rate calculator
- Profit margin calculator
- Pipe volume calculator
The same work 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.