Free pool service checklist template
A short, printable checklist for a standard visit, split into daily, weekly and seasonal blocks. Print it, laminate it for the truck, or use it as a starting point for your own version.
Daily / per-visit
- Skim the surface
- Empty skimmer & pump baskets
- Brush walls and steps (as needed, not every visit)
- Test and record chemical readings (pH, chlorine, alkalinity)
- Check equipment (pump, filter pressure) for anything unusual
- Net debris from the deck or patio area
Weekly
- Vacuum the pool floor
- Backwash the filter (if due)
- Inspect skimmer/pump baskets for wear
- Confirm chemical levels are trending as expected, not just a single reading
Seasonal
- Deep clean or replace the filter cartridge
- Inspect the equipment pad for leaks or wear before peak season
- Review customer notes for recurring issues (staining, equipment complaints)
This is a general-purpose outline. Climate and equipment differences change a few specifics, so adjust it to match what your state requires you to check.
Free to use, no signup required. Prefer an editable copy? A Google Docs version is on the way, check back soon.
What to check on every visit, and what can wait
Daily and weekly aren't the same list with a few extra lines. A daily checklist covers what a customer or a passing inspection would notice if it were skipped: skimming, basket checks, a chemical reading, a quick look at the equipment pad. Miss one of these on a single visit and it usually shows up fast, cloudy water, a clogged basket, a customer calling to ask why the deck is covered in leaves.
Weekly items are different. Vacuuming, filter backwashing, checking chemical trends instead of a single reading, these matter more as a pattern than as a one-time check. A single high chlorine reading isn't a problem. Three readings trending the same direction over two weeks usually is. That's why weekly tasks work better as a standing slot on the route than as something a technician remembers to squeeze in when there's time.
Seasonal tasks are the ones that get skipped the longest before anyone notices, because nothing goes wrong on a day-to-day basis if a filter cartridge is a season overdue for a deep clean. The cost shows up later, as reduced filtration efficiency or a bigger repair once peak season hits. Building seasonal checks into the calendar rather than waiting for a customer complaint is the difference between a routine cartridge swap and an emergency filter replacement in July.
For the full reasoning behind each category, including how it changes for pools that never really have an off-season, see the full daily, weekly and seasonal breakdown.
Printable checklist vs. automatic service history in PoolTechDesk
A printed copy of this checklist covers a solo operator just fine for the first stretch of routes. The trouble starts once a second technician comes on board, or once a customer calls to ask what happened at their property three visits back, and the only proof is a torn page in a truck cab somewhere.
Once you're running multiple routes, service reports log the same boxes and readings automatically, but attach the entry to the right property and date without anyone re-typing an address from a paper stack. That difference matters more as routes outgrow what one person can track from memory.
Skip the paper. Keep every visit on record automatically.
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