Equipment Lifespan Alerts by Customer
Reads your customer equipment notes, works out how old each pump, heater, filter, and other piece of gear is, and flags the ones getting old or showing trouble.
Before and after
Summary: 5 customers, 13 items. Flag now: 6. Watch: 0. Age unknown: 2. Fine: 5. (6 + 0 + 2 + 5 = 13)
Flag now
- Murray, 14 Alder Ct: Pentair pump, installed 2015, 10 years old. Past your 8 year threshold, and it has been loud for the last 2 visits.
- Murray, 14 Alder Ct: DE filter, installed 2012, 13 years old. Past your 12 year threshold.
- Navarro, 221 Birch Ln: Gas heater, installed 2013, 12 years old. Past your 10 year threshold, with the igniter replaced last year and tripping out again in April. Gas heater faults need a licensed professional.
- Mukherjee, 9 Sunset Dr: Sand filter, installed 2010, 15 years old. Past your 12 year threshold, and pressure keeps climbing after backwash.
- Mukherjee, 9 Sunset Dr: Variable speed pump, installed 2017, 8 years old. Right at your 8 year threshold.
- Mukherjee, 9 Sunset Dr: Salt cell, installed 2020, 5 years old. Right at your 5 year threshold.
Watch
- None.
Age unknown
- Nash, 78 Lake Rd: Jandy heater, install year unknown.
- Nash, 78 Lake Rd: Pump, install year unknown.
Fine
- Navarro, 221 Birch Ln: Hayward pump, 2021, 4 years old.
- Navarro, 221 Birch Ln: Cartridge filter, 2019, 6 years old.
- Neal, 305 Cedar Way: Pump, 2024, 1 year old.
- Neal, 305 Cedar Way: Filter, 2024, 1 year old.
- Neal, 305 Cedar Way: Heater, 2022, 3 years old.
Notes: Murray has no heater on site, so there is nothing to track there. Murray has an old pump and an old filter together, and Mukherjee has an old pump, filter, and salt cell together. You may want to offer to quote them together.
Draft messages
Murray:
Hi, this is [Owner name] from [Business name]. On our last couple of visits we noticed your pump getting louder, and both the pump and the filter are getting older. We recommend replacing both, and we can put together a quote for you. Want us to send one?
Navarro:
Hi, this is [Owner name] from [Business name]. Your heater tripped out again in April after the igniter was replaced last year. Since it's a gas unit, please leave it off until a licensed gas professional can check it. We recommend having it looked at, and we can help set that up and talk through your options.
Mukherjee:
Hi, this is [Owner name] from [Business name]. Your filter pressure keeps climbing even after we backwash, and the filter is one of the older pieces of equipment at your pool. We recommend replacing it. Your pump and salt cell have also reached the age where we recommend replacing them. We can send a quote that covers all three.
Questions for you
- Nash: Can you check the equipment labels on your next visit for install dates?
- Confirm any local permit or licensing rules for heater and pump replacement before sending quotes.
What it does
Reads your customer equipment notes, works out how old each pump, heater, filter, and other piece of gear is, and flags the ones getting old or showing trouble. Gives you a prioritized list per customer and a short, ready-to-send heads-up message for each flagged customer.
Use it when: Use when a pool service owner wants to check customer equipment records and flag aging pumps, heaters, filters, and other gear that may need replacing, such as "which customers have old pumps," "equipment age alerts," "who is due for a new heater," or "make a replacement list."