Pool Service Excel edition

Pool Service estimate and job cost spreadsheet

Keep the quote, job expenses, changes and invoice figures together in one editable workbook. Add your own rates and save a copy for each job.

One-time purchase · Reuse for your jobs · Microsoft Excel required

What you get

One workbook with seven tabs: Start, Estimate, Job Costs, Invoice, Change Order, Materials and Schedule. Enter quantities and unit prices; totals calculate in Excel. A quick-start guide is included.

The service names are editable prompts. Prices start blank.

Pool Service service prompts

  • Water testing
  • Weekly service
  • Filter cleaning
  • Pump repair
  • Heater service
  • Tile cleaning
  • Green pool treatment
  • Equipment installation

Change these to match your work and pricing.

Actual Pool Service workbook Estimate tab with editable yellow input cells
Preview rendered from the actual Pool Service workbook. Yellow cells are for your entries. Pricing starts blank. Tap to enlarge.

A look at the estimate lines

These labels come from the Pool Service workbook. Enter your own quantity and price; the workbook calculates the amount.

Service promptQuantityUnit price
Water testingEditableEnter your price
Weekly serviceEditableEnter your price
Filter cleaningEditableEnter your price
Pump repairEditableEnter your price

TradeKit Systems is sold by Arnold Investment Properties LLC. That is the business name you will see at Stripe checkout.

Digital Excel file. Does not send invoices, collect customer payments, or book jobs. Export a completed sheet as PDF to share it yourself. Microsoft Excel is recommended; Apple Numbers may alter formatting or calculations.