Service Industry KPIs & Reporting, Service Industry Tools & Tech

3 Pool Forms Your Business Should Start Using Today

It goes without saying that as an owner or manager of a pool service business, you have many responsibilities on your plate on any given day. Due to the hectic nature of service businesses, there is absolutely no time for operational inefficiencies. Using pool forms provides numerous benefits for back office managers, technicians in the field, and customers. In this post, we will discuss three types of essential mobile forms that any pool service business should be utilizing.

Pool Inspection Checklist

Perhaps the most fundamental mobile form for pool service companies is the pool inspection checklist. Providing technicians with a comprehensive checklist that they can review directly on site from their mobile devices is the best way to ensure that they accomplish every required task. Pool inspection checklists are not just beneficial for technicians; certain pool service software allow managers to view these mobile forms online as they are being completed in the field in real-time. Hence, a system of accountability is established as managers are given a way to keep track of what is going on at various job sites throughout the day.

The specific types of information to be recorded in a pool inspection checklist will vary from business to business and from job to job. Nevertheless, most companies are interested in collecting data that falls into one of the following categories: pool chemistry, pool maintenance, repair orders, and technician notes. Photos can be used to supplement text in these checklists as managers deem appropriate.

Pool Technician Attendance & Safety Form

Another critical mobile form for pool service businesses is the technician attendance and safety form. This form is geared more towards companies that handle commercial accounts and have relatively large teams of technicians performing cleaning and maintenance services at a single job site. The form can be utilized by the site supervisor to take attendance of the technicians who are present and record their hours worked, thus streamlining day-to-day operations.

Additionally, information relating to OSHA safety standards can be captured in a technician attendance and safety form, therefore helping to ensure compliance. Other observations to note in this form include whether or not technicians are actively working, wearing uniforms, using protective equipment if necessary, etc.

pool service business

Customer Satisfaction Survey

The third mobile form that pool service businesses should take advantage of is customer satisfaction surveys. The primary function of these customer service forms is to gauge how well your company is meeting the needs of its clientele. Any seasoned pool cleaning business owners knows that customer satisfaction is essential to the health of a service company. The benefit of collecting this data in a mobile form is that you will be provided with actionable insights in an organized format that can immediately be used to make informed business decisions.  

By administering feedback surveys to customers in a digital format, your business is able to demonstrate its professionalism and commitment to high quality service. Some questions you may want to incorporate in a customer satisfaction survey are as follows:

  • How satisfied are you with our services?
  • How would you rate the friendliness of our staff?
  • How would you rate the quality of our pool cleaning and maintenance?
  • How would you rate the cost of our pool cleaning and maintenance?
  • What can we be doing better?

Owners of pool service companies who rely on a good reputation to generate sales cannot afford to be bogged down by inefficient processes that undermine their quality of service. Pool forms simplify field operations by collecting and reporting on data in a manner that is useful for technicians in the field, managers in the back office, and valued clients. For more information on this topic, check out our complimentary guide!


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Victoria Vessella

Victoria is a Marketing Associate at Repsly, where she leads the company's P.R. and social media efforts. You can also catch her prepping for slew of exciting industry events. A New England native, Victoria has spent time living in Italy and traveling throughout Europe before settling back in Boston. When she's not planning her next trip, V is probably tasting wine or brushing up on her Italian.

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