Pool Service Work Order Template

A pool service work order is the sheet that carries one visit: what the water read, what went in, what the equipment was doing, and what it costs. Fill it in above, print it or save it as a PDF, and leave a copy behind. Nothing is stored and there is no signup.

The fields a generic work order has nowhere to put

Work order templates are everywhere and almost all of them are built around parts and labor: a part number, a quantity, an hourly rate, a signature. That shape fits a boiler. It does not fit a pool visit, because the facts a pool visit produces are different ones.

This sheet is the generic work order with those facts made first-class. The water block takes the readings a tech actually takes, each printed beside its reference range, plus the water level as found. The chemical block takes the product and the amount that actually came out of the jug, which is the number an argument three weeks later will turn on. The equipment block takes a status per item on the pad, so a heater that locked out on ignition is on the record as found rather than as caused.

The sanitiser system you pick changes two things and nothing else: the pH reference reads 7.4 to 7.6 on a chlorine pool and 7.6 to 8.0 on a salt pool, and the salinity row only appears on a salt pool. Everything else is the same sheet.

The filter pressure line, and why the manual still owns it

Type the pressure now and the clean-filter baseline and the sheet works out the rise. Type your own clean-at rise and it tells you when that rise has reached it. What the sheet will not do is invent the threshold, because a cartridge filter, a sand filter and a DE filter do not agree on it and the equipment manual in front of you does. Leave the clean-at figure blank and the sheet prints the rise and stops there, which is a more useful sheet than one quoting a number nobody can source.

The same discipline runs through the water block. Nothing here grades a reading and nothing derives a dose from one: the ranges beside the readings are a reference, taken from the published ideal ranges in Grey Shark Pool Services’ service report guide (cited in Sources, re-confirmed 11 September 2026). Working out what to add is a different job, for the pool chemical dosing calculator, and pricing the filter clean itself is another, for the pool filter cleaning pricing calculator.

US or metric, switched once

Pool work is sold in gallons in one market and litres in another, and gauges read psi or kPa depending on where they were made. The unit toggle converts the pool volume, the water temperature and the three filter pressures you have already typed on exact factors: 1 US gallon is 3.785411784 litres, 1 psi is 6.894757293168361 kPa, and degrees Celsius are (°F minus 32) times five ninths.

Chemical amounts are deliberately left alone. An amount on a work order is a record of what came out of the container, in the unit printed on the container, and restating it in another unit would turn a record into an estimate.

A crew copy, one click away

Charges sit at the bottom: labor hours at your rate, a parts and charges table, an optional tax line, a total. Switch Charges to Hide (crew copy) and every one of those lines drops off the printed sheet while the rest of the work order stays identical. The rate and the prices are your own numbers typed as starting points for this sheet, not market figures, and nothing here suggests what you should charge. That question belongs to the pool service price calculator, and the published version of the answer belongs on a pool service price list.

What this sheet is not

It is not the customer’s service report. The work order is the operational record, written in trade language with charges and equipment findings on it. The leave-behind that explains the visit, flags each reading against its ideal range and works out a safe-to-swim time is the pool service report generator.

It is not a contract. What the customer signs here confirms the visit and the condition it left the pool in, not the terms of the relationship. Those live on the pool service agreement.

And it is not the running record of the water. One sheet is one visit; the trend across visits, which is what tells you a pool is slowly losing chlorine demand or gaining calcium, belongs on the pool water chemistry log.

Working another trade, or want the section-by-section reasoning behind the sheet? The general work order template carries presets for HVAC, plumbing, electrical and landscaping instead, and the guide on how to write a work order walks through what each block is for.