Guide · Estimates
Pool service estimate template
A worked pool service example, the exclusions that matter in this trade, and a PDF you can print. No sign-up.
A pool service estimate needs your business details and license number, the customer and job address, one line per task and material with quantity and price, the total, any deposit, what is excluded, and a place to approve. The template below is the generic contractor estimate pre-filled with a pool service job so you can see what good looks like, plus the exclusions pool techs most often forget. It's free, printable, and there's no sign-up.
Download the pool service template
Download the PDF (US Letter, 1 page)
The example rows are in grey; write over them. Blank rows below for your own lines, then tax, deposit, exclusions, terms and a signature line. The blank version has no example.
Worked example: Replace 1.5 HP pump motor and shaft seal, clean cartridge filter
| Line | Qty | Price | Total |
|---|---|---|---|
| Labor: replace pump motor | 1.5 hr | $95.00 | $142.50 |
| Pump motor, 1.5 HP replacement | 1 ea | $385.00 | $385.00 |
| Shaft seal and gasket kit | 1 ea | $24.00 | $24.00 |
| Clean cartridge filter | 1 ea | $45.00 | $45.00 |
| Total before tax | $596.50 |
Example prices only; use yours. In Settle you'd say this job out loud and it writes these lines from the prices you charged last time.
Exclusions to put on every pool service estimate
- Does not include the wet end, impeller or plumbing unless listed above.
- Electrical supply to the equipment pad must be in working order; electrical repairs quoted separately.
- Chemicals and water balancing not included unless on the route service plan.
- Filter cartridge replacement quoted separately if the cartridge is worn.
Terms that fit pool service work
Valid for 14 days. Parts carry the manufacturer warranty; 90 days on labor. Balance due on completion by card, bank transfer or check.
What matters in pool service estimates
- Separate motor from wet end. Customers hear "pump" and expect the whole thing. Name the part and exclude the rest.
- Horsepower and model on the line. 1.5 HP, 230V, the model number. It's the price, and it's what you'll order.
- Keep route service out of repair estimates. Weekly chemicals are a plan; a motor swap is a repair. Mixing them muddies both prices.
- Warranty terms in one line. Manufacturer on parts, 90 days on labor. Say it so nobody expects five years.
Copy the text version
Paste into Notes, a text or an email and change the numbers.
[Your business name] [Phone] · [Email] · License #[number] ESTIMATE #0001 Date: [date] Valid until: [date] Prepared for: [Customer name] Job address: [address] Job: Replace 1.5 HP pump motor and shaft seal, clean cartridge filter ITEMS Labor: replace pump motor 1.5 hr × $95.00 = $142.50 Pump motor, 1.5 HP replacement 1 ea × $385.00 = $385.00 Shaft seal and gasket kit 1 ea × $24.00 = $24.00 Clean cartridge filter 1 ea × $45.00 = $45.00 TOTAL BEFORE TAX: $596.50 Not included: - Does not include the wet end, impeller or plumbing unless listed above. - Electrical supply to the equipment pad must be in working order; electrical repairs quoted separately. - Chemicals and water balancing not included unless on the route service plan. - Filter cartridge replacement quoted separately if the cartridge is worn. Terms: Valid for 14 days. Parts carry the manufacturer warranty; 90 days on labor. Balance due on completion by card, bank transfer or check. Approved by: ______________________ Date: ________
Is this pool service estimate template free?
Yes. Download the PDF or copy the text. There is no sign-up and no watermark beyond a one-line footer you can cut off.
What should a pool service estimate include?
Business details and license number, customer and job address, an estimate number and valid-until date, one line per task and material with quantity and price, the total, any deposit, exclusions, terms, and a signature line. This template has all of them.
Can I make a pool service estimate on my phone instead?
Yes. Settle is a free iPhone app for pool techs: describe the job out loud and it writes a priced estimate from your own prices, which you text from your own phone. See the pool service estimate app page.
Or say the job and Settle writes the pool service estimate for you.
Free on iPhone. Unlimited estimates and invoices. 7 days of Pro to try the voice drafts, and you cancel in two taps.
Download on the App StoreiPhone, iOS 17 or later. Questions? Text Nina: (818) 945-9686