Estimating and job costing
Pool Service Pricing & Job Costing
Pool service business spreadsheet for pricing, quotes and job costing in one Excel workbook. Price a pool opening, closing, cleanup or monthly service contract from your own price book, send the client a clean printable quote, then track what every job really cost and made.
C$19CAD
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- Instant download, nothing shipped
- Excel 2016+ and Google Sheets
- Filled-in sample file included
- Damaged or not as described? Fixed or refunded within 60 days
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Made for pool service
- The blank workbook comes with a starter price book of 21 common pool service items: liquid chlorine, chlorine tablets, shock, pH increaser and decreaser, algaecide, test strips, filter cartridge, winter cover, technician labour, weekly service visit, pool opening and closing, green pool cleanup, filter clean, monthly service contract, equipment repair, leak detection, pump rental, trip charge and chemical disposal. Add your own costs once and reuse them on every quote
- Units that fit the trade: visit, month, gal, bag, ea, lot, hr, day
- Your markup turns each cost into a price, so every quote shows your price, your cost and your profit before you send it
- Sample file: a filled-in pool service business, with a pool closing and winter cover quote, eight jobs (openings, a season contract, a green pool cleanup, hotel service, closings) and their costs
What it does
- Estimate builder: pick items or type your own, enter quantities, and unit prices, line totals, taxes, deposit and balance calculate for you. Your cost, gross profit and margin show before you send
- Client quote: a printable one-page quote with your business details, the client, line items, up to two taxes, deposit, terms and a signature line. Your costs and markup never appear on it
- Taxes: two tax lines with your own names and rates. Each applies to all lines, materials only, or labour only
- Jobs: status (lead, quoted, won, in progress, complete, lost), contract price, estimated vs actual cost, hours, profit, margin and money still owed (200 jobs)
- Costs log: receipts and labour against a job # (500 entries). Actual cost and hours flow to the Jobs tab automatically
- Dashboard: open quotes, won work, profit, money owed, win rate, costs by category, and jobs over estimate
- Default markup per category, or per item. Any currency
What you get
- XLSXPool-Service-Pricing-Job-Costing.xlsx (blank, with the starter pool service price book)
- XLSXPool-Service-Pricing-Job-Costing-with-Sample-Data.xlsx (filled-in example)
- PDFQuick-start guide (PDF)
Good for
Pool service and pool cleaning businesses, seasonal opening and closing crews, and pool technicians who quote residential and commercial pools.
Please note
Same workbook engine as our Contractor Estimate & Job Costing template, set up for pool service. If you already own that one, you don't need this. It prices and tracks jobs; it is not a route planner or a chemical dosing calculator. Sample prices are examples only; enter your own costs and rates. Quoting and job-tracking tool, not tax, legal or accounting advice; set the rates and terms that apply to you, and follow the chemical handling rules where you work. Licensed for use in your own business; please don't resell or share the files.
Disclaimer
This template is a planning tool and does not replace advice from a qualified or licensed professional (such as an accountant, financial advisor, lawyer or certified tradesperson). Check the results before you rely on them.
How it was made
Designed by VARS Digital with AI-assisted tools. Every formula is checked before release, and the sample file shows each tab working.
Questions
Email varsdigitals@gmail.com and we'll help you get set up.
