Pool Service Quote Template

Pick a service type and add it as a line: one-time seeds a single fixed rate, green-to-clean seeds a low–high range row (because chemical and time demand are unknown until treatment starts), and recurring seeds a per-visit or monthly line with a tier label. Every seeded figure is an advisory starting point you overwrite — they are not authoritative quotes.

The totals block sums each line and rolls up to a subtotal, optional discount, optional tax, and a total. When any row is a range, the engine runs twice — once at every range row's low, once at its high — and the subtotal and total print as a band:

fixed line  = qty × rate
range line  = { qty × low, qty × high }
subtotal    = Σ line amounts
taxable     = max(0, subtotal − discount)
tax         = taxable × tax rate%
total       = taxable + tax
range present → subtotal & total are a low–high band

The estimate number is suggested for this session only — it is never auto-incremented across sessions, and nothing you enter is saved. The deposit is a descriptive line only; it is never subtracted from a balance or processed. The valid-until date is the estimate date plus your valid-for days.

The lines you drop in here should come from somewhere. Recurring service rates are built from volume, chemicals and drive time and then published once on a single published price sheet, so every quote quotes the same menu. A green-pool restoration is the common exception, because it is a project rather than a rate: size the chemistry on the green pool recovery calculator and price the visit on the green pool cleanup pricing calculator before the number reaches this sheet.

Downstream, an accepted estimate becomes work and then a bill. The scope moves onto a work order the tech carries, and the completed job is billed with the service invoice template.