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Free template · Excel

Free Pool service invoice template

A ready-to-use pool service invoice in Excel, with pool service line items filled in and automatic totals, tax and balance due. No email needed.

[Your company name]

[Address] · [Phone] · [License #]

invoice

DescriptionQtyUnitRateAmount
Weekly pool service4visit$45.00$180.00
Chemicals1month$40.00$40.00
Filter clean1ea$95.00$95.00

Total: $315.00

Example line items and prices are placeholders. Replace them with your own.

What every pool service invoice needs

  • Your business name, address, phone and license number
  • Invoice number, date and due date
  • Customer name, billing address and service address
  • A line for every service, part and fee, with quantity and rate
  • Tax, total, payments received and balance due
  • Payment terms and how to pay

Pricing pool service work

  • Weekly service price per month = (minutes on site + share of drive time) ÷ 60 × labor rate × visits per month (52 ÷ 12 ≈ 4.33), plus chemicals if included.
  • If chemicals are included, add the expected monthly chemical cost marked up to your margin: chemical price = cost ÷ (1 − target margin). Review pools that run well over the expected cost.
  • Chemicals billed separately protect margin when pools vary a lot. Bill them as used, at a set markup, with readings and doses on the visit record.
  • Tier the service price by what drives time: pool size, attached spa, heavy tree cover, water features, and screened vs. open pools.
More pool service business resources →

Common pool service jobs to add as line items

Weekly cleaning and chemical serviceFilter cleans (cartridge and DE)Equipment repair: pumps, motors, heaters, automationEquipment replacement and upgrades (variable-speed pumps, salt systems)Green-to-clean recoveryOpenings and closings in seasonal marketsCommercial pools: HOAs, apartments, hotels

Free download

Flat-Rate Price Book Builder

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  • Overhead and labor cost calculator
  • Billable hour and target margin model
  • Task pricing sheet with materials markup
  • Good / better / best option builder
  • Member discount column

Frequently asked questions

Download the free Excel template, add your logo and business details, then replace the example pool service line items with your own services and prices. Quantities × rates and the totals calculate automatically.

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Three workers in coveralls unloading equipment from a van