How to Develop a Robust Pool Checklist

In order to consistently provide the highest quality of services, both new and established businesses need to develop a robust pool checklist.

Creating a complete pool checklist allows you to:

• Get your team into a routine
• Keep cleaners from skipping steps
• Create happy clients with consistent, high-quality services

In addition, a great checklist reassures the business and clients all proper steps are being taken for all clients.

This article ensures you have all of the necessary information to easily create a robust pool checklist.

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Top Reasons Why Your Business Needs a Pool Checklist

Businesses need a pool checklist so that the technicians and clients have a clear set of mutual expectations of services.

In turn, clients are likely to be more satisfied with their high-quality services, which increases the likelihood of them:

• Paying premium prices
• Never leave for the competition
• Recommend your business to friends and family

Plus, the best pool checklist:

• Serves as proof of services rendered
• Sets a business standard for services
• Helps you track your technician’s work
• Informs clients of which services are performed
• Reduces the likelihood of a technician skipping steps or services

In addition, providing clients with these checklists can also work as an upsell strategy. This is because it allows them to see which services could be included in their next service.

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Top Items to Include in Your Checklist

Depending on the services and packages your business offers, the top items to include in your checklist varies.

Think about your pool business standard practices to decide which are the most important elements to include.

For instance, what’s included in a basic pool maintenance package versus a deluxe pool maintenance package?

Take a look at a basic overview of what you should consider including in your pool checklist:

• Names
  • Client
  • Technician
• Date of service
  • Arrival time
  • Departure time
• List of all pool maintenance packages and their services
  • E.g.
    • Basic pool maintenance package
    • Deluxe pool maintenance package
  • Be sure to specify what the client is paying for
• Water quality
  • E.g.
    • Water test results
    • Water clarity
    • Color of the water
• An open bottom section allowing the technician to provide additional notes for the client

How to Create a Complete Checklist

Prior to implementing your new checklist, it’s important to have your technicians review it to discover any missing gaps.

Also, consider any disputes or complaints you’ve received about your services to determine any additional elements to include.

In turn, adding these elements to your checklist will help to resolve or eliminate these disagreements in the future. 

Perfect the Checklist With Feedback

Even after you’ve implemented your pool checklist, it’s never too late to make adjustments and perfect it based on feedback.

For instance, even after your team’s initial feedback, it’s important to ask for follow up feedback a few weeks later after the checklist has been in use for a while.

Ask your technicians if the checklist has helped them to better perform their duties, or if there are any adjustments that could make their jobs easier.

Also, you might consider asking a select few (or all) clients to provide you with feedback regarding your checklist.

For example, you can ask clients if the checklist is helpful in informing them of the services and steps being performed, or if there are any improvements you can make.

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In Service Autopilot, our automations send emails and texts to:​

Every lead after an estimate is completed

Clients after their property has been serviced​

Remind leads and clients to send you customer feedback​

Update outdated or declined payment information​

Inform them when a service can’t be completed due to unforeseen circumstances (i.e. weather)​

Remind them of maintenance tips (i.e. putting a cover on the outdoor faucet before the winter)​

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The Best Way to Streamline Your Pool Checklist

By far, the best way to streamline your pool checklist is by utilizing the #1 pool service software.

Rather than making technicians fill out manual, printed checklists at each job, Service Autopilot allows you to upload your checklist into the software.

This way, you can have technicians complete the pool checklist before leaving the property. In fact, you can require before and after photos to be added to the client’s account.

Plus, Service Autopilot  also provides you with:

• Custom forms
• Detailed reporting
• Instant bulk invoicing
• Real-time team tracking
• Rapidly optimized routes
• Asset and chemical tracking
• Same-day automated payments
• Automated everyday operations
• Quick estimate creation from anywhere
• Client account information accessible on-the-go

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Create the Best Pool Checklist for All Jobs

Using the information in this article, you can create the best pool checklist for all of your everyday jobs.

Use your new checklist to make sure:

• No corners are being cut
• Steps and services aren’t being skipped
• All clients receive the same, consistent, high-quality services
• Technicians instinctively know the proper routines and steps inside and out
• The business and client have a running record of the routinely performed services

Now, you can use this information to easily create the best pool checklist!

Related: Commercial Pool Equipment: Basics to Get Started

Originally published March 31, 2022 7:00 AM