Looking for Swimming Pool Serviceperson Templates to download? See the main templates that a Swimming Pool Serviceperson would use in their day-to-day work.
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Swimming Pool Serviceperson Templates
Contents
Swimming Pool Serviceperson Templates
There is a huge number of templates that someone in the Swimming Pool Serviceperson 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 Serviceperson. 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 Service Report
2. Pool Chemical Log
3. Equipment Maintenance Checklist
4. Customer Invoice
5. Pool Water Testing Log
6. Pool Cleaning Schedule
7. Pool Equipment Inventory
8. Customer Contact List
9. Pool Service Agreement
10. Pool Repair Estimate
Reports
Reports are often prepared by a Swimming Pool Serviceperson 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 Maintenance Report
2. Chemical Usage Report
3. Equipment Inspection Report
4. Water Quality Analysis Report
5. Pool Cleaning Schedule Report
6. Customer Service Report
7. Inventory Management Report
8. Revenue and Expenses Report
9. Safety Compliance Report
10. Pool Repair and Maintenance 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 Serviceperson does and how they do it.
1. Pool Cleaning SOP
2. Chemical Balancing SOP
3. Equipment Maintenance SOP
4. Water Testing SOP
5. Filter Cleaning SOP
6. Pump Inspection SOP
7. Pool Cover Installation SOP
8. Pool Opening SOP
9. Pool Closing SOP
10. Emergency Response SOP
Presentations
Swimming Pool Serviceperson 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 Service Report
2. Pool Cleaning Checklist
3. Equipment Maintenance Schedule
4. Chemical Usage Analysis
5. Customer Feedback Survey Results
Legal Docs
There are several key times when a Swimming Pool Serviceperson 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. Equipment Rental Agreement Template
4. Maintenance Checklist Template
5. Incident Report Template
Health & Safety Templates
Health & Safety templates for a Swimming Pool Serviceperson ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Chemical Handling and Storage Procedure
3. Emergency Response Plan
4. Personal Protective Equipment (PPE) Assessment
5. Hazard Communication Program
Calendars
Setting up Swimming Pool Serviceperson calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Cleaning Schedule
2. Equipment Maintenance Calendar
3. Chemical Testing and Balancing Calendar
4. Pool Inspection Calendar
5. Customer Service and Appointment Calendar
Invoice Templates
Several types of Swimming Pool Serviceperson invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Pool Cleaning Invoice
2. Pool Chemicals and Supplies Invoice
3. Pool Equipment Repair Invoice
4. Pool Opening and Closing Invoice
5. Pool Maintenance Contract Invoice
Survey Templates
For a Swimming Pool Serviceperson to get insights related to the work they do, they need to send out Swimming Pool Serviceperson surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey: This survey is used to gather feedback from customers about the quality of service provided by the swimming pool serviceperson. It helps to identify areas of improvement and maintain customer loyalty.
2. Pool Maintenance Survey: This survey is used to gather information about the condition of the pool and the effectiveness of the maintenance services provided. It helps to identify any issues that need to be addressed and ensure the pool is safe and clean.
3. Equipment Maintenance Survey: This survey is used to gather information about the condition of the equipment used for pool maintenance. It helps to identify any issues that need to be addressed and ensure the equipment is functioning properly.
4. Pricing Survey: This survey is used to gather information about the pricing of swimming pool maintenance services. It helps to ensure that the pricing is competitive and fair.
5. Referral Survey: This survey is used to gather information about how customers heard about the swimming pool serviceperson and whether they would recommend their services to others. It helps to
Meeting Agendas
Having premade Swimming Pool Serviceperson 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. Customer Service Meeting
3. Safety Training Meeting
4. Equipment Maintenance Meeting
5. Sales and Marketing Meeting
Budget Templates
To manage finances well, a Swimming Pool Serviceperson 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. Marketing and Advertising Budget
5. Emergency Fund Budget
Dashboards
Dashboards are a useful way for a Swimming Pool Serviceperson 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 Serviceperson 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 Balancing Proposal
4. Pool Filter Replacement Proposal
5. Pool Renovation and Upgrades 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 Serviceperson 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.
