A pool service estimate has to be specific enough that the customer knows what they are buying and you are not absorbing the difference later. This one starts with the scope lines the trade quotes on and leaves the pricing to you.
Line items
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Sample template for general use. Not legal, tax or accounting advice. Check your state's requirements.
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Serrano Residence — In-ground pool, 18,000 gal — weekly
An example with the scope and quantities filled in. The prices are deliberately blank: a pool service estimate is priced on your own costs, and printing a number here would be inventing one.
The lines above are the ones this trade quotes most often. Edit the wording, change the quantities, and delete anything that does not apply — nothing here is fixed.
Weekly service billed monthly for the visits completed. Chemicals are billed at cost plus the markup stated unless included in the service rate.
Using the same estimate every time is worth more than it sounds. It is faster to fill in, easier for a customer to read twice, and it stops the arguments that start with "that is not what the last one said".
The pool service lines are a starting point, not a form you have to fit into. Edit the wording, change the quantities, delete what does not apply and add your own — then download it.
Put a date on it. Thirty days is common and it protects you when material prices move — an estimate with no expiry is one you can be held to next year.
No. The PDF, the Word file and the spreadsheet are all built on your own machine, and the page keeps working with the network off. Nothing is sent anywhere and no email address is asked for.
Yes, including commercially, and you do not need to credit us. It is a sample for general use, not legal, tax or accounting advice — check your state's requirements before you rely on it.
Sample template for general use. Not legal, tax or accounting advice. Check your state's requirements.
Filling this in after every job?
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