Free template
Pool & spa estimate and invoice templates
Weekly service is a flat monthly rate; repairs and equipment are quoted per part plus labor. These spreadsheets come set up for that, with working totals, tax and deposit, and an example pool opening and variable-speed pump install to start from.
Free, no sign-up. Works in Excel, Google Sheets and Apple Numbers.
What's in the template
The example line items for a pool opening and variable-speed pump install. Prices are illustrative only; replace them with your own.
| Item | Qty | Unit | Unit price | Taxable | Line total |
|---|---|---|---|---|---|
| Pool openingRemove cover, reconnect equipment, start-up | 1 | ea | $325.00 | N | $325.00 |
| Variable-speed pump, 1.65 HPSupply and install, plumbing adapters | 1 | ea | $1,450.00 | Y | $1,450.00 |
| Pump installation laborPlumbing, wiring to existing circuit, programming | 3 | hr | $115.00 | N | $345.00 |
| Startup chemicalsShock, balancer, stabilizer | 1 | job | $140.00 | Y | $140.00 |
| Filter cartridge cleanRemove, clean and inspect cartridges | 1 | ea | $85.00 | N | $85.00 |
| Subtotal (before tax) | $2,345.00 | ||||
| Deposit (50%) | $1,172.50 | ||||
| Balance | $1,172.50 | ||||
The spreadsheet adds sales tax on lines marked Y once you enter your rate, and has spare rows for more items.
How to use it
- 1Download the template. Download the pool & spa estimate or invoice (.xlsx). It opens in Excel, Google Sheets and Apple Numbers.
- 2Add your company and customer. Fill in the shaded company, customer and service-address cells, and set the document number and date.
- 3Replace the example lines. The example is a pool opening and variable-speed pump install. Weekly service is a flat monthly rate; repairs and equipment are quoted per part plus labor. Change the items, quantities and unit prices to your own; line totals and the subtotal update automatically.
- 4Set tax and deposit. Mark each line taxable (Y) or not (N), enter your sales tax rate, and set the deposit percent (the example uses 50%).
- 5Review terms and send. Edit the terms to match your policies, save a copy for the customer, and export to PDF to send.
Tips for pool & spa estimates
- Use one sheet per season event (opening, closing) so recurring customers get the same format every year.
- For weekly service, set the unit to "month" and bill the monthly rate as a single line.
- Note any utility rebate for the variable-speed pump in the description; it helps close the sale.
Pool & spa terms included
- Chemical readings are recorded at each visit and available on request.
- Electrical work beyond connecting to an existing, code-compliant circuit is quoted separately.
Plus standard validity and payment terms. Edit all of them to match your policies and local law.
FAQ
Pool & spa template questions
Have a question we didn't cover? Book a demo and ask a product specialist.
How do I bill chemicals on weekly service?
Either include them in the monthly rate or bill them as used. If billed, add a line per chemical with quantity used that month.
Why a 50% deposit on equipment?
It covers the part you order for the customer. Adjust the deposit cell to fit your policy.
Do the formulas work in Google Sheets?
Yes. The line totals, subtotal, taxable amount, tax, deposit and balance use standard functions (SUM, SUMIF, ROUND, IF) that work in Excel, Google Sheets and Numbers.
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