Swimming Pool Cleaner Templates

Swimming Pool Cleaner Templates

There is a huge number of templates that someone in the Swimming Pool Cleaner role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Swimming Pool Cleaner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Cleaning Schedule
2. Pool Chemical Log
3. Equipment Maintenance Checklist
4. Customer Invoice
5. Pool Water Testing Report
6. Pool Inspection Checklist
7. Pool Repair Estimate
8. Inventory Management Spreadsheet
9. Employee Timesheet
10. Customer Feedback Form

Reports

Reports are often prepared by a Swimming Pool Cleaner to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Pool Cleaning Report
2. Chemical Usage Report
3. Equipment Maintenance Report
4. Water Quality Analysis Report
5. Pool Inspection Report
6. Customer Service Feedback Report
7. Inventory Management Report
8. Revenue and Expenses Report
9. Staff Performance Report
10. Safety Compliance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Swimming Pool Cleaner does and how they do it.

1. Pool Inspection SOP
2. Chemical Testing SOP
3. Pool Vacuuming SOP
4. Filter Cleaning SOP
5. Skimmer Basket Cleaning SOP
6. Backwashing SOP
7. Pool Brushing SOP
8. Water Level Maintenance SOP
9. Equipment Maintenance SOP
10. Pool Closing SOP

Presentations

Swimming Pool Cleaner presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Cleaning Report
2. Pool Chemical Analysis
3. Equipment Maintenance Checklist
4. Customer Feedback Survey
5. Pool Safety Guidelines

Legal Docs

There are several key times when a Swimming Pool Cleaner needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Service Agreement Template
2. Liability Waiver Template
3. Invoice Template
4. Employee Contract Template
5. Equipment Rental Agreement Template

Health & Safety Templates

Health & Safety templates for a Swimming Pool Cleaner ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Personal Protective Equipment (PPE) Checklist
4. Incident Report Form
5. Emergency Evacuation Plan Template

Calendars

Setting up Swimming Pool Cleaner calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Cleaning Schedule
2. Equipment Maintenance Calendar
3. Pool Chemicals Inventory Tracker
4. Customer Service Calendar
5. Staff Work Schedule

Invoice Templates

Several types of Swimming Pool Cleaner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Cleaning Invoice
2. Chemicals and Supplies Invoice
3. Equipment Repair Invoice
4. Pool Opening and Closing Invoice
5. Additional Services Invoice

Survey Templates

For a Swimming Pool Cleaner to get insights related to the work they do, they need to send out Swimming Pool Cleaner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Pool Maintenance Checklist Survey
3. Equipment Performance Survey
4. Service Quality Assessment Survey
5. Safety and Hygiene Evaluation Survey

Meeting Agendas

Having premade Swimming Pool Cleaner meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Feedback Meeting
3. Equipment Maintenance Meeting
4. Safety Training Meeting
5. Sales and Marketing Strategy Meeting

Budget Templates

To manage finances well, a Swimming Pool Cleaner would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Equipment and Supplies Budget
3. Vehicle Maintenance Budget
4. Advertising and Marketing Budget
5. Emergency Fund Budget

Dashboards

Dashboards are a useful way for a Swimming Pool Cleaner to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Revenue Dashboard
2. Customer Satisfaction Dashboard
3. Equipment Maintenance Dashboard
4. Inventory Management Dashboard
5. Workforce Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Swimming Pool Cleaner needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Pool Cleaning Proposal
2. Pool Equipment Repair Proposal
3. Pool Water Testing and Treatment Proposal
4. Pool Renovation and Upgrades Proposal
5. Pool Maintenance Package Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Swimming Pool Cleaner templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.