Pool Winterization Checklist and Quote

Turns the owner's notes about a pool closing into a job checklist for the crew and a clear quote for the customer.

Pool serviceHome Services and Trades✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

Need a closing quote for Chen Hudson, 679 Bramview Rd, Thornhill. Phone 336-555-0143. Copperview Pool Care is us. In-ground vinyl liner, kidney shape, about 18,000 gal. Has a Hayward sand filter, a single speed pump, a gas heater, a Polaris auto cleaner, one ladder, a slide. Solid cover is old, he wants a new mesh cover. Closing Oct 14. Prices: basic closing 285, chemical kit 48, plumbing blowout and plugs 60, remove and store slide 45, new mesh cover installed 640. Heater winterize 75 (we don't touch the gas line, he needs a gas tech for that). Tax is 7 percent on the chemical kit and the cover only. While we were there for the walkthrough we saw a cracked skimmer faceplate, water seeping at the base. Faceplate replace 95. 50 percent deposit.

AFTER · what the skill produced

CREW CHECKLIST: Hudson pool, 679 Bramview Rd, Thornhill (Oct 14)
Pool: in-ground vinyl liner, kidney shape, about 18,000 gal

[ ] Balance water and add closing chemical kit
[ ] Skim, brush, and vacuum
[ ] Lower water level (confirm level with the owner)
[ ] Drain Hayward sand filter, pump, and heater
[ ] Blow out plumbing lines and install plugs
[ ] Remove and store Polaris auto cleaner
[ ] Remove ladder
[ ] Remove and store slide
[ ] Winterize heater (water side only, no gas line work)
[ ] Remove old solid cover
[ ] Install new mesh cover and secure it
[ ] Photograph finished pool and note any pre-existing damage
[ ] Note the cracked skimmer faceplate with seepage at the base and photograph it

QUOTE from Copperview Pool Care
Prepared for: Chen Hudson, 679 Bramview Rd, Thornhill, 336-555-0143
Closing date: October 14

Closing services

Basic closing: $285.00
Chemical kit: $48.00
Plumbing blowout and plugs: $60.00
Remove and store slide: $45.00
Heater winterization: $75.00
New mesh cover, installed: $640.00

Subtotal: $1,153.00
Tax (7 percent on the chemical kit and cover, $688.00): $48.16
Total for closing: $1,201.16

Recommended now

Skimmer faceplate is cracked and water is seeping at the base. We recommend replacing it: $95.00

If you approve the faceplate replacement, the total becomes $1,296.16.

Deposit: 50 percent. On the closing total that is $600.58, or $648.08 if the faceplate is included.

Gas line work on the heater needs a licensed gas technician. Our heater winterization covers the water side only.

To approve, reply to confirm the quote and tell us whether to include the faceplate. If you decline it, we will record that as your decision.

Questions for the owner

What water level should the crew lower the pool to?
Does the tax apply to the faceplate if it is added?
When is the deposit due, and how is the remaining balance paid and when?

What it does

Turns the owner's notes about a pool closing into a job checklist for the crew and a clear quote for the customer. Handles basic closings and jobs with extras like cover repair, equipment removal, or heater service.

Use it when: Use when a pool service needs a winterization checklist and quote for closing a customer's pool for the season, such as: "write up a pool closing quote," "winterization checklist for this pool," or "price out closing the Hendricks pool."