A checklist your techs actually finish.
Build per-pool templates with pass/flag/fail items, required photos, and section labels. Every completed visit carries a snapshot. That's proof of work you can hand the homeowner.
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Everything you get with Detailed Checklists
Built by people who've actually run the truck. Every benefit below came from a pool service owner who asked for it.
Three item types, endless combinations
Checkboxes for simple done/not done. Pass/flag/fail for equipment inspections. Section labels to group like items. Build any template you need.
Drag to reorder
Build the template in the order a tech walks the pool. Drag items up and down until the flow matches the real visit.
Require a photo
Make a photo mandatory on any item. Green pool? Broken filter? No photo — no check mark. Bulletproof proof of work.
Template library
Build once, reuse forever. Residential maintenance, commercial, opening, closing. Every template saved and ready to assign.
Snapshot per visit
When a visit generates, the checklist snapshots onto it. Edit the template next week and old visits keep the checklist they were completed with.
Customer-facing proof
Service reports pull the completed checklist (with photos) straight into the homeowner's email. The "was the filter even cleaned?" call is over.
The difference, in plain English
Running a pool company before and after Detailed Checklists.
The clipboard way
- Techs checking boxes in the truck after the fact
- No proof the pump was actually inspected
- Every customer getting the same generic list
- Customers calling to ask if X got done
- Checklist changes wiping out history
With PoolSurf
- Techs walk the pool with the checklist on their phone
- Photos are required. Proof is built in
- Every pool type gets its own template
- Customers see the finished checklist in their report
- Template edits never touch old visits
How it works
Three steps from "we should try this" to running it across the whole crew.
Build the template
Drag items, set types, mark photo-required, group by section.
Assign it
Attach templates at the pool or package level. The right pool gets the right checklist automatically.
Techs complete it in the field
The mobile app walks them through every item, captures required photos, and locks the visit when they're done.
Frequently asked questions
The stuff pool service owners usually ask about Detailed Checklists.
Can I require multiple photos on one item?
Yeah. Techs can capture as many as the job needs. All of them upload and attach to the visit record.
What happens when I update a template?
Updates apply to future visits only. Historic visits keep the checklist they were completed with, so your audit trail stays clean.
Do checklists show on the service report?
Yes, if you want them to. Toggle sections on or off per report template. Photos and all.
Works great alongside
PoolSurf is one platform. Every feature reinforces the next.
Ready to stop drowning
in paperwork?
Join the pool companies who switched to PoolSurf and finally took their Fridays back. Fourteen days free. No credit card. Cancel anytime.
No credit card required · Free 14-day trial