Pool Service

The Pool Service pack tunes Manuall for weekly chemical service, equipment repair, and seasonal opens and closes. Apply it at signup or from Settings -> Vertical Packs.

What the pack adds

Custom fields

• Customer (4): Pool Volume (gallons), Sanitizer Type (Chlorine, Salt (SWG), Bromine, Mineral System, UV/Ozone, Other), Filter Type (Cartridge, DE, Sand, Other), Chemicals Provided By (Service, Customer, Mixed).
• Job (1): Chemicals Added (notes).
• Equipment (2): Equipment Class (Pump, Filter, Heater, Salt Cell, Automation, Cleaner, Light, Other), Pump HP.

Seven fields, none required, all editable at Custom Fields. Gate codes are deliberately not one of them: access instructions already live on the customer record. Neither are the chemistry readings. Those are Number items on the weekly checklist, so every visit gets its own set instead of one field the next visit overwrites.

Job templates

Fourteen, each carrying a duration the slot finder uses to size the visit. Weekly Maintenance Visit 45 min, Salt Cell Inspection / Clean 45, After-Hours Emergency Call 90, Filter Clean (Cartridge) 60, DE Filter Backwash + Recharge 60, Heater Repair 120, Light Replacement (LED) 120, Leak Detection 150, Pump Replacement 180, Pool Closing (Fall) 180, Pool Opening (Spring) 240, Green Pool Recovery 240, Water Replacement (Drain and Refill) 240, Drain and Acid Wash 720.

Required skills are pre-filled: Pool on all fourteen, plus Plumbing on Pump Replacement, Gas on Heater Repair, Electrical on Light Replacement (LED). If nobody at Team and Availability carries those tags, the slot finder gates every tech off the job.

All fourteen pre-fill billable lines. Most pull a single service. The After-Hours Emergency Call pre-fills the diagnostic, the after-hours premium and 2 hours of labor; Drain and Acid Wash pre-fills the wash plus 4 hours; Light Replacement pre-fills the light and the disposal line. Those quantities are placeholders. Correct them on site before the job reaches an invoice.

Services

Twenty-five price book lines, each with all three tiers (Default, Member, Commercial) and a cost, all badged "Set your price" until you save them.

• Recurring (2): Weekly Pool Service, chemicals included or labor only, both priced per month.
• Maintenance (5): Cartridge Filter Cleaning, Salt Cell Cleaning and Inspection, Filter Cartridge Replacement, Partial Drain and Refill, and the DE backwash / sand media line.
• Equipment (5): Variable-Speed Pump Replacement, Salt Chlorine Generator Replacement, Salt Cell Replacement, Gas Pool Heater Replacement (400,000 BTU), Pool Light Replacement (LED).
• Repair (3): Heater Diagnostic and Repair, Pump Motor and Seal Replacement, and the tile / vinyl liner patch line.
• Seasonal (2): Pool Opening (Spring), Pool Closing and Winterization. Recovery (2): Algae Recovery - Single Visit, Acid Wash and Chlorine Wash. Chemicals (1): Chlorine Tablets - 50 lb Pail.
• Service (5): Service Call and Diagnostic, Hourly Rate, After-Hours and Emergency Service Premium, Old Equipment Removal and Disposal, Leak Detection Inspection.

Twelve are flagged for public booking and the public site: weekly service with chemicals, both filter lines, the salt cell clean, the heater diagnostic, opening, closing, algae recovery, the acid wash, the drain and refill, leak detection, and the diagnostic call. Hourly labor, the after-hours adder and every equipment changeout stay off, because a homeowner cannot pick those off a dropdown.

Two lines ship with an unfinished name and read "split into: ..." in the Price Book. Rename them when you set prices. The first is the DE backwash and sand media change the DE template bills; the second is your tile and liner patch line.

Prices are 2025 US national averages anchored on Sun Belt rates. $165 a month with chemicals included is a fair Phoenix number and thin where the season is five months long, and the $4,500 gas heater assumes a straight swap with no gas line or permit work.

Checklists

Three, shipped for you to check against your own procedure at Checklists. Nine of the fourteen job templates point at one; the cartridge clean, pump swap, heater repair, leak detection and emergency call carry none.

• Pool: Weekly Visit Checklist, 22 items. The service steps, then the readings the visit should leave behind: free chlorine, pH, CYA, total alkalinity, calcium hardness, salt, water temperature, filter pressure, water level, and what was added. Plus gate self-close and latch, VGB main drain cover, the pump run schedule, an after photo and an equipment pad photo.
• Pool: Spring Opening Checklist, 17 items. Cover off, winter plugs out by count, prime, then the startup numbers: filter pressure, pump amp draw, heater outlet temperature after 15 minutes, salt and calcium after fill. GFCI trip test, bonding wire at pump, heater and light niche, a union leak check after a 30 minute run, cover condition, and a photo of the pad at startup.
• Pool: Chemical Safety Checklist, 13 items. PPE, never mix chlorine and acid, acid into water, ventilation on muriatic, SDS on hand, transport upright and separated, eyewash source identified on site. Then the dosing record: pool volume used, products and amounts, the free chlorine retest, the swim wait time told to the customer, and discharge pH before water goes to sewer or grade.

Parts

Twenty truck items across seven categories: Chemicals (9), Filter Media (3), Baskets and Strainers (2), Pump Seals and Parts (2), Winterizing (2), Filter Parts (1), Liner Repair (1). Cost and price are a national average, stock is zero, and no reorder point is set, because nothing here knows what is on your truck. Count it once and set your own numbers at Parts and Inventory.

Assumptions worth checking before you order against them: chlorine ships three ways (3 in trichlor tabs by the pound, 12.5 percent liquid by the gallon, 73 percent cal-hypo in 1 lb bags), acid is 31 percent muriatic, the cartridge is a single 150 sq ft pleated element, sand is No. 20 silica, and there is one pump basket (5-3/4 in round) and one skimmer basket (8 in round). Nothing for bromine, no calcium hardness increaser even though two checklists ask for the reading, and no heater or automation parts at all.

The bill of materials wires 30 rows to 13 services, twelve of them required, so using the service pulls the part off stock and the tech sees what the job needs. Weekly Pool Service with chemicals included draws a month for an average pool: 6 lb of tabs, 4 gallons of liquid, 2 lb of shock, a gallon of acid. That is a chlorine route. A salt route burns salt and cell cleaning instead, so fix that line before your stock counts start lying to you.

Seasonal pricing proposals

Four rules, all shipped switched off. The engine ignores an inactive rule, so nothing moves until you open one and turn it on at Seasonal Pricing.

• Opening Rush, Apr 15 to Jun 15, 1.20x on Pool Opening (Spring). Everyone wants it swimmable by Memorial Day and there are only so many mornings.
• Peak Swim Season, Jun 15 to Aug 31, 1.25x on the After-Hours and Emergency Service Premium. A dead pump in July is an emergency in a way it never is in October.
• Closing Rush, Sep 15 to Oct 31, 1.15x on Pool Closing and Winterization. The first cold week fills the whole schedule.
• Winter Slow Season, Nov 15 to Feb 28, 0.88x on Variable-Speed Pump Replacement. Books changeouts while the crew is otherwise idle.

Three of the four assume a pool that closes. On a year-round route the two rush rules have nothing to sell and the winter discount runs against your steady season, so move the months or leave them off. Nothing seasonal touches the weekly recurring rate, which is deliberate: a monthly rate that shifts twice a year is a support call.

Typical workflow

• Weekly chemical service is a recurring job plus a recurring monthly invoice.
• Opens and closes are one-time jobs each spring and fall, often arriving as a portal service request.
• Equipment repairs are on-demand, and urgent in summer.

Customer portal value

Every visit leaves a numbered record. The readings sit on the job's checklist, so when a customer calls about a cloudy pool you answer with last Tuesday's free chlorine instead of a guess. The portal is where they see the visit history, pay the monthly invoice, and send the green-pool call in as a service request without phoning. Pair it with a post-visit survey from Customer Feedback for retention.

Re-applying and mixing packs

Apply more than one pack from Settings -> Vertical Packs; the pack only adds what's missing, so re-apply after an update without losing an edit. Pressure Washing is the common second pack for a shop already cleaning decks and patios around the pool. Remove takes back only what that pack added and you never touched, and for seasonal rules only the ones still switched off.