Weekly service, equipment repairs and openings, signed
Pool service is a route business: the same backyards every week, and the owners almost never home when you are. That makes the paperwork awkward. The weekly agreement, the pump that needs replacing, the spring opening and the green pool cleanup all need a yes from someone at work. SignMaster sends it to their phone and brings the signed copy back to yours.
Updated November 5, 2026 · 3 min read
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What a pool route asks you to get signed
| Document | What it settles |
|---|---|
| Weekly service agreement | What each visit includes, whether chemicals are in the price, and what's billed on top, like filter cleans |
| Equipment repair approval | The pump motor, heater, salt cell or automation board, with the price and parts warranty |
| Green-to-clean or acid wash | A one-off price, how many visits it takes, and that results depend on the pool's condition |
| Opening and closing orders | The dates, the cover, winterizing chemicals and any parts found broken at opening |
| Access and pets | Gate code, where the key is, the dog's schedule and who to call |
| HOA or community pool contract | Visit frequency, logs, and who on the board can approve extra work |
No agreement yet? The pool service agreement in the template library covers the weekly service. Use this template opens it in SignMaster with the blanks marked for your prices and the owner's details.
A repair approval from the equipment pad
- 1
Find the problem
The pump is screaming or the heater won't fire. The tech opens the repair template on their phone and picks the part and price.
- 2
Give the owner choices
A radio group offers a motor swap or a new variable-speed pump, and a calculated field shows each total. A checkbox adds the timer or the new valve while you're there.
- 3
Send it by link
The owner gets an email, opens it at their desk and signs without an account. If they don't open it, the tech can copy the link and text it from their own phone.
- 4
Order the part
The moment the owner signs, you can see it. Everyone gets the signed PDF, so there's no argument over the price when the invoice lands.
Write down the water you found
When you take over a neglected pool, add a short condition statement to the first agreement: green water, a stained finish, a leaking return. The owner initials it, and nobody blames the new pool company for an old problem.
Moving a whole route at once
Route sales are common in this trade. When you buy a route, every customer needs to sign your agreement instead of the old owner's. When chemical costs push your price up, every customer needs the new number in writing. Both are one bulk send: a CSV with a row per pool, columns for the owner, address and new monthly price, and a labeled text box in the template that prints each customer's price in the body of the agreement.
Seasonal openings work the same way in spring and closings in fall. Each row becomes its own envelope with its own private link, and reminders follow up until the owner signs. On paid plans, the template's Responses tab collects every gate code, pet note and preferred visit day in one table you can export.
HOAs and community pools
A community pool contract usually needs a board member and the property manager. Set the signing order so the manager reviews first and a signer group lets any one of the board officers sign for the association. Copy the treasurer, and they get the signed PDF without being asked to sign.
Pricing for a pool company
A single-truck operator is well served by Solo at $15 a month, with unlimited envelopes and bulk sends of up to 250 pools. Several techs and an office share Crew: $49 a month for 5 people, plus $8 for each extra person. Try it free with 3 envelopes a month, or take 14 days of Crew free with no card. See plans.
What it doesn't do
- It doesn't log chemical readings or plan your route.
- It doesn't bill customers or charge cards on file.
- It sends signing requests by email, not text message.
- It doesn't keep pool inspection or health department records for you.
Questions? Answers.
Can pool owners approve a repair while they're at work?
Yes. Send the repair approval by link from the equipment pad. The owner signs on any phone or computer, and you see it as soon as they finish.
How do I get every customer on a new agreement after buying a route?
Upload a CSV of the route and bulk send your agreement template. Each pool gets its own envelope with the owner's name, address and price filled in, and reminders chase the slow ones.
Can I collect gate codes and pet notes with the agreement?
Yes. Add text fields for entry instructions and pets. The answers are in the signed PDF, and on paid plans the Responses tab lists them for every customer in one table.
Can I send opening and closing orders to all my customers at once?
Yes, with bulk send on any paid plan. Each customer signs their own order, and the results file shows who has signed and who hasn't.