Free pool service estimate template

What goes on a pool service estimate

A pool service estimate needs the pool’s size and volume, the condition of its surface and equipment, what a new pump saves, and a maintenance plan. Those are the lines this template adds to the scope, materials, timeline, labor and terms any estimate has (explained in what a service estimate needs), and each is explained below in the order it appears on the estimate.

1. 1

   The pool’s size and volume

   Pool size / volume × ft gallons

   Give the pool’s dimensions and its volume in gallons. They set the chemical doses and the size of the equipment, so every price below depends on them. The sample leaves “____ × ____ ft, ____ gallons” in the job details: measure the length and width, note the depth, and write the volume you worked the doses from.

2. 2

   The surface, equipment and plumbing

   Condition

   Note the condition of the surface, the equipment and the plumbing as you found them. It explains the price — the resurfacing on this sample runs from $5,000 to $10,000 depending on the surface — and it is your record if something that was already worn fails later. The sample leaves “Condition” in the job details to fill in.

3. 3

   Opening, pump and resurfacing, as ranges

   ProjectsPrice range

   Pool resurfacing

   Drain, prep surface, apply new plaster or pebble finish (400 sq ft pool)

   Low to high depends on the condition of the surface

   $5,000–$10,000

   Quote each project on a line with its range. The pool sample prices an opening at $250–$450, a variable-speed pump replacement at $1,200–$2,200, and resurfacing a 400 sq ft pool in plaster or pebble at $5,000–$10,000. The resurfacing’s top figure is twice its bottom one because it depends on the condition of the surface, which the job details record as you found it.

4. 4

   What a variable-speed pump saves

   Est. energy saving

   For a variable-speed pump upgrade, include your estimate of the energy it saves. The pump costs more to buy than the one it replaces; the saving is the reason to buy it, and the customer needs the figure to weigh it. The sample leaves “Est. energy saving” beside the pump replacement — write it as your estimate, with the running hours it assumes.

5. 5

   A maintenance plan with the project

   Also quoted · a separate job

   One month of weekly service (four visits)

   Labor$355.00

   Materials$62.00

   This job$417.00

   Recommend a maintenance plan with the project estimate, so the customer sees what keeping a new pump or a new surface in shape costs. The second job on this sample is such a plan, itemized line by line — one month of weekly service (four visits): $355.00 of labor and $62.00 of materials, $417.00 for the month, quoted apart from the projects above.

6. 6

   The year, the chemicals and the signatures

   2.A 50% deposit is required to schedule the work.

   Deposit received $ on

   Customer signature & date

   Contractor signature & date

   Before the customer signs, lay out the year — opening, weekly service, winterizing and closing — so they agree to the whole commitment and its cost, not one visit. Say whether standard chemicals are in the service fee, since use varies with the weather and how much the pool is used. The sample books its month of weekly service with half, $208.50 of $417.00, and both sign.