FIELDFOLIO
Pump / filter install (new)
- Pad layout
- Plumbing connected
- Electrical bonded
- Primed
- Pressure checked
- Customer shown
Checklists by trade
Pool and spa job checklists
Pump / filter install, heater install, pool automation install, hot tub setup and more. Here are the common steps for 13 pool and spa jobs.
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick pool and spa as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Heater install
- Gas / electric ready
- Heater set
- Plumbing connected
- Fired & tested
- Settings set
- Customer shown
Pool automation install
- Controller mounted
- Equipment wired
- App set
- Schedules programmed
- Tested
- Customer shown
Hot tub setup
- Pad level
- GFCI-protected power confirmed
- Filled
- Heated and chemistry balanced
- Cover on
- Customer shown
Replace / 1-for-1 swap
Pump / motor replace
- Power off
- Old pump out
- New pump plumbed
- Primed & ran
- No leaks
- Old unit hauled
Filter / cartridge replace
- System off
- Old filter out
- New filter in
- Pressure noted
- Ran
- Cleanup
Repair / service call
Equipment repair
- Power safe
- Part replaced
- Primed / ran
- Leaks checked
- Timers set
- Walkthrough
Leak detection / repair
- Water loss measured
- Leak found
- Repair made
- Level monitored
- Photos
- Customer briefed
Green pool recovery
- Chemistry tested
- Shocked
- Brushed & vacuumed
- Filter cleaned
- Retested
- Follow-up
Renovation / remodel
Pool resurface / remodel
- Drained safely
- Surface prepped
- New finish
- Tile and coping
- Filled and started
- Start-up chemistry balanced
Inspect / maintain
Service stop
- Chemistry balanced
- Filter checked
- Equipment ran
- Waterline cleaned
- Notes left
- Next visit set
Opening
- Cover off
- Equipment hooked up
- Filled
- Chemistry
- Ran
- Customer shown
Closing / winterize
- Water lowered
- Lines blown out
- Chemicals added
- Equipment drained
- Cover on
- Photos
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms.
Not sure which photos to take? See the pool and spa job photo checklist. Want these as a print-ready book with a sheet per job type? That is a trade pack, on the pricing page.