Get Your Free Starter Kit

Enter your email to access the Pool Service Business Starter Kit. We'll also send you a copy via email.

Free Pool Service Spreadsheet

Everything you need to run a small pool service business—in one spreadsheet. Track customers, routes, service visits, work orders, equipment, and invoices.

  • Customer List
  • Route Planning
  • Service Log
  • Work Orders
  • Equipment
  • Invoices

Get Your Free Copy

Choose your preferred format

Both formats include 7 sheets with sample data

What's Inside the Starter Kit

7 professionally designed sheets with sample data, dropdown menus, and ideal ranges for chemical readings. Ready to use immediately.

Customer List

Complete customer database with all the details you need.

  • Contact info & addresses
  • Pool type & size
  • Service day & frequency
  • Monthly rate & gate codes

Route Planning

Organize your weekly schedule with color-coded daily routes.

  • Monday through Saturday
  • Stop order & arrival times
  • Special notes & gate codes
  • Completion checkboxes

Service Log

Track every service visit with chemical readings and tasks.

  • pH, chlorine, alkalinity, CYA
  • Ideal ranges reference row
  • Tasks & chemicals added
  • Issues found & follow-ups

Work Orders

Manage repairs, filter cleans, and equipment jobs.

  • Work type & priority levels
  • Parts needed & cost estimates
  • Status tracking (7 options)
  • Tech notes & scheduling

Equipment

Track all customer equipment with warranty info.

  • Equipment type & brand
  • Model & serial numbers
  • Install date & warranty
  • Service schedule & condition

Invoice Tracker

Simple invoicing with payment tracking and summaries.

  • Invoice # & amounts
  • Payment status & method
  • Due dates & paid dates
  • Auto-calculated totals

Perfect for Getting Started

This free starter kit is ideal for new pool service businesses or solo operators managing 10-15 pools.

Zero Cost

Completely free. No credit card, no trial period, no strings attached. Use it forever.

Ready to Use

Pre-built with sample data, dropdown menus, and formatting. Just add your customers.

Your Data

Full control over your data. No vendor lock-in. Export or backup anytime you want.

What You Get

  • Completely free ($0 cost)
  • Full control over your data
  • No contracts or commitments
  • Works for small operations
  • Great for testing the business

Limitations

  • Time-consuming manual entry
  • No mobile field app
  • No route optimization
  • No chemical dosage calculators
  • Difficult to scale past 15 pools

Ready to Grow Beyond Spreadsheets?

When you reach 15-20 pools, dedicated software pays for itself in time savings. PoolDial gives you route optimization, mobile apps, automated billing, and more.

Start Free Trial