Free Pool Service Invoice & Estimate Template (Word, Excel, PDF)

A pool service invoice template is a ready-made form for the two ways this trade earns: a route stop that repeats all season, and equipment work that happens once and never the same way twice. It records the body of water and its gallonage, the sanitizer running it, what you dosed or replaced, and the visit dates inside the billing period.

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What belongs on a pool service invoice?

Start with the pool itself; every line under it depends on those facts. Volume in gallons, and the interior finish: plaster or pebble over a gunite shell, a vinyl liner, or fiberglass. An acid wash is routine on one of those and would destroy the other two, so the finish decides what you can sell. Name the sanitizer — tab feeder, salt cell with its rated volume and output setting, or a liquid feed pump — and list any supplemental system beside it, because UV, ozone and mineral cartridges lower demand without replacing a chlorine residual. Size the pad rather than describing it: pump horsepower and whether it is variable-speed, filter type and rated area, heater BTU input and fuel. Note whether the pad sits above or below the water line, since a pump above it pulls its own prime and one below floods the moment a lid comes off. And note which phone the automation controller is paired to; a pad you cannot log into strands the repair.

How to fill in the pool service invoice template

Work down the pool, not down the calendar. Head the page with the property and the billing period, then the recurring line — weekly, bi-weekly, twice-weekly or monthly — with the months the agreement runs and the dates you were on site. That line is flat; almost nothing beneath it is. Say on it whose chemicals you used, since a labor-only stop and a chemicals-included stop read alike on paper and are not the same product. Treatments past the agreement bill per application and get named one by one: a phosphate removal, a black algae treatment, a metal sequestrant and a breakpoint superchlorination are four jobs, not one line reading chemicals. Repairs are parts plus labor with the part named and numbered. Much of the rest is per unit and wants counting — waterline tile by the linear foot, safety cover anchors each, in-floor cleaning heads each, hot tub jets each, a sand change per filter, a suction line pressure test per line, a removable safety fence by the section.

Common pool service line items, and what each one runs

Here are 24 of the 344 jobs the online version can fill in for you, with the hours and materials a typical one takes. They are starting points, not prices — what you charge is yours.

Line itemTypical hoursMaterials at cost
Weekly service — chemicals included30 min$15
Pool opening2.5 hrs$65
Pool closing / winterization2.5 hrs$80
Filter clean & inspection1.25 hrs$15
Green-to-clean recovery4.5 hrs$120
Bi-weekly service45 min$25
Monthly service1 hr$45
Chemicals only — per visit15 min$15
Acid wash5 hrs$70
Tile line cleaning3 hrs$40
Pump replacement2.5 hrs$750
Motor replacement2 hrs$300
Filter cartridge replacement1 hr$120
DE filter grid replacement2 hrs$190
Sand change (per filter)2.5 hrs$65
Heater repair2.5 hrs$250
Salt cell replacement45 min$650
Chlorinator install1.5 hrs$150
Automatic cleaner repair1.5 hrs$150
Leak detection2.5 hrs—
Liner replacement8 hrs$1,300
Safety cover install4.5 hrs$1,200
One-time algae treatment2 hrs$50
Pool light replacement1.5 hrs$350

Three invoicing mistakes that cost pool service techs money

First, closing a pool without itemizing what you winterized. When a heat exchanger splits in February, nothing but that invoice says whether the lines were blown and plugged, the heater drained, the cell pulled and the valves left open — list each of those, and note what you handed back to the owner, such as pumping water off the cover. Second, draining on a handshake. A vinyl liner floats and an empty gunite shell can pop when the water table is up, so write down the hydrostatic relief valve you opened and the ground conditions you found, and write it before the plug comes out. Third, folding a new plaster startup into weekly service. Twenty-eight days of near-daily brushing and chemistry is not four weekly visits — bill the startup as its own line with the visit count on it, and name the date ordinary weekly service begins.

Common questions

Who pays for the water when a pool has to be drained and refilled?

Whoever does, the water belongs on the invoice as a line of its own. A hose fill runs on the customer's meter and will never reach your paperwork unless you put it there, so write the source and the hours the fill took — a mid-size pool on a garden hose is most of two days, and somebody has to shut it off before the deck floods. Tanker loads are the other case: you ordered and paid for those, so they bill per load with the delivery tickets behind them. Then bill the startup balance apart from the refill. Fresh water shows up with its own calcium hardness and no stabilizer, and correcting that is chemistry rather than water. Say which days the pool was down.

What does an invoice for a public pool at an apartment or hotel need?

More identity than a backyard invoice carries. Name the body of water by its permit number rather than by the building, because a property with a pool and a spa has two permits, two sets of paperwork and two different problems. Put the flow meter reading on it and the turnover it works out to, since a health code caps how long a turnover may take. If the site runs a chemical controller, record the calibration and the ORP and pH the probes read before you touched anything, because a controller dosing off a drifted probe is the fault itself. And main drain covers go on by model and stamped life date: the federal Virginia Graeme Baker Pool and Spa Safety Act requires compliant anti-entrapment covers on public pools, so that swap is a documented event.

How do I invoice a pre-purchase pool inspection?

Bill the buyer, and bill the report rather than the visit. The deliverable is a written condition report, so the invoice should name it, date it and say who received it — the buyer's agent forwards it, and you want your name on the copy that travels. Itemize what the inspection reached: every piece of equipment run through every mode it has, the surface, the tile and coping, and the cover. Then say plainly what it could not reach — buried plumbing, a slow underground leak, anything under a winter cover, a heater that would not fire because the gas was off at the meter. Keep the repairs you found off this invoice. Findings priced on the same page read like an inspection that shopped for work.

How should I bill a spa or hot tub on the same visit as the pool?

On its own lines, every time. A spa holds a few hundred gallons against a pool's tens of thousands, so its chemistry swings in hours rather than days and its work does not scale with the pool's — a combo stop is two bodies of water, not one bigger one. Drains make the point. A pool goes years between them; a hot tub gets drained, cleaned and refilled every three or four months, and that is scheduled service with its own line rather than something absorbed into the weekly stop. Bill the spa cartridge apart from the pool filter, jets by the each, and a cover lifter as its own item. If the spa spills into the pool, say which body of water a reading came from.

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