SD–OPS–09 · United States · not scoped to any state · one residential pool, season to season
47-page agreement · 17 sections · plus fill-in checklist, how-to guide and sources · 106 pages across 4 files
The pump failed in July, the owner said it was fine in May, and nobody had written down what it looked like.
Tick the box above to continue. The button stays off until you do.
The paperwork for a pool service account, from the first survey to the invoice: a 46-line pre-existing equipment and surface condition survey signed by the owner before the first visit, an equipment inventory with makes, models and apparent ages, a recurring schedule with a 22-line definition of what a visit is, a written scope for what the company does about water balance with a reading log the technician fills in at the pool, an equipment repair authorisation with a spending limit and two telephone numbers, opening and closing checklists of 19 tasks each, a barrier and gate section that records what was seen and says plainly whose duty it is, and an invoice. 1,442 fill-in blanks across 18 sections. There is no dosage, target, reading, quantity or handling instruction anywhere in it, and nothing in it removes or reduces the owner's own duty for the pool, its barrier or its gates. It cites no regulation.
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Look inside
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What's inside
What lands in your inbox
You fill in the document itself and hand it on. The checklist is there so you do not leave a blank in it. Everything else is reference. Every file is a PDF you can type into on screen, or print and write on, so you need nothing else to use it.
The rest of the set
Businesses like yours usually start with these. It is where a trade starts, not a complete legal inventory of everything it could ever be asked for — no list on any website is that. Every line below says where it came from.
Showing what a pool & spa service is asked to carry. It is the only trade on our list that needs this document.
Pool & spa serviceFive items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell three of the other four; one we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
OURSNot a rule we can point at — this is what the trade gets asked for.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistInside the file
01The agreement itself, 18 sections with 1,442 fill-in fields, as a PDF you can type into
02A 46-line pre-existing equipment and surface condition survey with a photograph reference against every line
03An equipment inventory recording make, model, serial and apparent age, and whose warranty each item is under
04A faults-at-survey log recording what was found, how urgent, what the owner was told and what was agreed
05A recurring schedule with a 22-line definition of what a visit includes, and an 18-row visit log
06A written water balance scope with no figures in it, and a reading and addition log filled in at the pool
07A products and storage page covering where chemicals are kept and who can reach them
08An equipment repair authorisation with a single-repair limit, a monthly limit and two telephone numbers
09Opening and closing checklists of 19 tasks each, and a record of what was stored and its condition
010A barrier and gate section recording 19 lines as found on each visit, as a report and never as an inspection
011An owner's acknowledgement that the barrier duty is the owner's and that this agreement takes none of it away
012A water loss, refilling and utilities page, including where backwash goes
013A pre-existing condition limitation with a 17-line advance explanation of what pools and equipment do
014A photograph log and an invoice that reconciles to the readings and the repairs
Plain-English Monday actions
Questions
Nineteen tasks each, ticked with the date done and any fault found. Opening runs from removing and storing the winter cover and reinstalling fittings to priming the pump, restarting the filter, heater and salt cell, filling, testing and brushing. Each also records its price, what it includes and what the owner does first.
No, deliberately. There is no dosage, target, reading or quantity anywhere in it: the label on the product governs its use. Section 5 describes the scope of what you do about water balance, and a reading and addition log is filled in at the pool.
Section 7 sets a standing authorisation: the limit you may spend on one repair and in one month without asking, what you must always ask about, who you call first and second, how long you wait before acting, and what counts as an emergency while the owner is away. A repair log follows.
No. The agreement states that nothing in it removes or reduces the owner's own duty for the pool, its barrier or its gates. What the technician records on each visit is a report of what was seen, not an inspection, and the owner signs an acknowledgement saying so.
Official-source registry
These are the real rules this plan is built on. Every citation was read against the published text on the date shown above, and each link goes to the official source, not to a summary.
Exclusions
Before you buy
When the law behind this agreement moves, or a clause keeps causing an argument, we rewrite it and the new version lands in your account. You do not pay again. That applies to everyone who buys, member or not, for as long as we sell this document.
The files are yours the moment payment clears, so we do not give money back just because you no longer want them. You agree to that in the box above the button before you pay, not afterwards in small print.
If a file is the wrong one, will not open, is missing pages, or does not match what this page says, that is on us and we correct it at no cost, member or not. A version fitted to your business is either included with membership or $49 on its own. That promise is the reason the no-refund rule is fair.
Want this agreement edited to match how your business actually works? A non-member buys one tailored edit for $49, no membership needed, and it comes back within 2 business days. A Simply Current membership is $30/month and every fitted edit is included — it wins on the second edit.
One more time, plainly: this is a blank agreement and it is scoped to no state. Every state-specific figure in it is left blank for you to fill from your own, and whether what you write in holds is decided by your state's law, often your city's. Check yours before you rely on it.
