Free pool service estimate template

Put the regular service on one line with the dates it covers. Repairs and parts go on separate lines.

• your business name, phone and email
• your customer's name and the address of the job
• an estimate number, the date and how long the price holds
• each service and each part you plan to supply on its own line, with quantity and rate
• any discount, tax and deposit to start
• the total, and what the price leaves out

What an estimate has to show can differ by state, so check what applies where you work. This is general information, not tax or legal advice.

Pool service is weekly visits plus the occasional repair. The invoice shows the visits, and each repair and part on its own line.

Regular service

The number of visits in the quantity column and your price per visit.

Work outside the routine

A filter cleaning, on its own line.

Parts

A cartridge, an O-ring: one line each, even the small ones.

In the notes, write the dates of the visits and the readings you took, as plain numbers.

Where pool paperwork goes wrong: repairs folded into the monthly service. Keep the regular visits on one line and every repair apart, so the customer sees what the month costs without them.