← Pool resourcesACCOUNT SETUP

Full service or chemicals only?

01

Full service

Create a cleaning checklist and a separate record of measured water chemistry and actual additions. Tell the customer which tasks are included in the recurring price.

02

Chemicals only

Describe testing and chemical service in the report. Do not report skimming, brushing or vacuuming as completed unless they were performed and recorded.

03

Bill consistently

Keep company chemical charge rates in office settings. Technicians record actual product and quantity; the invoice rules determine charges.

04

Record exceptions

Document access problems, unusual water conditions and equipment concerns. Route additional work to the office instead of silently expanding the scope.

Practice & flashcards

Original questions, worked examples and saved progress.

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Franchise research

Business-model comparison and a downloadable evaluation worksheet.

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Free pool tools

Volume, water balance, service pricing and schedule capacity.

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Better inspections

Try the finding workflow and preview a sample report.

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