Weekly chemical readings, pumps, filters and heaters that fail like any other equipment, and a log the customer may need to produce.
Pool service sits across both halves of this product. The weekly visit is a route stop with chemical readings, and the pump, filter and heater are equipment with a service history and a failure pattern. Readings recorded on the visit build a trend on the equipment record, so a heater that has been drifting for a month is visible before it strands a customer in season.
No equipment profiles ship for this trade — there is no nameplate to look up. The checklists and forms are yours to write, and the parts of the product built around units and their service history simply stay switched off.
3 form starters you can use as they come or edit. They print as a report your customer can keep.
Pre-task hazard assessment completed on site before tools come out: hazards identified, the control for each one, PPE and permits, lockout applied and proven, and the whole crew briefed.
OSHA 29 CFR 1910.132 / 1910.147 (LOTO); 29 CFR 1926 Subpart C; CSA Z1002
Driver walk-around of a service van or truck: tyres, lights, brakes, fluids, load security and the safety kit, with any defect recorded as a DVIR item.
FMCSA 49 CFR §396.11 and §396.13 (driver vehicle inspection report)
Short sign-off the customer completes at the end of a visit: was the work done as described, how did the visit go, anything still outstanding, and permission to follow up with a quote.
Booking and dispatch, close-out checklists, estimates, invoicing, recurring agreements and job margin work the same whichever trade you are in. See the full feature list.
Book half an hour and we will run one of your visits end to end — scheduled, worked, signed off and billed.