Pool Estimate Template
Download your pool estimate template
Customize our pool estimate template with details like your company name and logo, client information, line items, final price, terms and conditions, and more. Download the basic PDF, or click “Customize Template” to create a professional-looking estimate, convert it to an invoice, and send it to your clients via email or text.
Frequently Asked Questions
Our swimming pool estimate template makes it easy to send out customizable, professional-looking estimates. It’s perfect for business owners who are just getting started or exploring software instead of pen and paper. The template is part of a larger free toolkit where you can store client information, convert their estimates to invoices, and get paid for your work.
If you’re just looking for a quick-start pool estimate template that you can reuse as often as you like, download the free PDF and start sending out estimates right away.
Your swimming pool estimate should include the following information:
• Your pool company name, logo, and contact details
• Your client’s name and contact details
• Estimate number for record-keeping purposes (it should follow the same numbering system as your invoice number)
• A breakdown of the type of work you’ll be providing, along with a detailed service description (e.g., installing a new pool, removing leaves and other debris, waterfall installation, other custom swimming pool projects)
• The approximate pool cost estimate of completing the work, factoring in hourly labor costs, material costs and quantities (e.g., chemicals), any special rates or discounts, and applicable taxes
• Optional line items for related work, services, or products that would enhance the work (e.g.,, installing efficient pumps to improve the circulation system in fiberglass pools)
• Any assumptions about the work and a description of anything that specifically won’t be included (e.g., repairing tears on the wall panel in vinyl liner pools)
• How long the estimate is valid for
• Terms and conditions (e.g., monthly fees for pool cleaning, deposit amount, payment terms)
• Space for the client’s signature so you can start on the approved work
Paste anJob estimate templates are blank copies of an estimate form, which you can fill out to create a detailed estimate after a consultation.
You can find templates as a fill-in Adobe PDF, Microsoft Word or Google Docs, Microsoft Excel or Google Sheets spreadsheets, free quoting tools, or even pool service software like Jobber. These templates (and pool service resources like them) are essential to keeping your business efficient and consistent.
Here’s what free pool estimate templates can do for you:
• Help you stay organized and include all necessary information with custom forms
• Reduce room for error by including mandatory form fields
• Make you look more professional than handwritten estimates
• Cut down on repetitive data entry and save you time
• Help you track rates, prices, expenses, and accounts receivable
• Set client expectations and protect your business with terms and conditions
• Make filing easier with digital copies of all estimates
With our free pool estimate template, it’s easy to add in the specific details for that job, get the estimate approved, complete the work, invoice the client, and get paid faster—all with just a few clicks.
No matter the industry, every estimate needs the same elements. Line items, estimate totals, and terms and conditions are just a few examples.
The main difference is your services, which are specific to the pool industry. Start by deciding what services you’d like to offer, create a list of standard line items for bids and estimates, and set prices for each service. This helps you assemble an estimate, send it off to your client, and land a pool contract, faster.
Quotes and estimates seem similar, but there’s one big difference: budget flexibility.
An estimate is a rough but educated guess at how much time, work, and materials will be involved in completing a job. This gives you some wiggle room in case any unexpected details pop up during the work.
A quote, on the other hand, tells a client exactly how much they’ll be paying for the job. This can mean higher profits if you come in under budget—but it also means you have to think of everything that could turn a simple job into a complex project and cut into your profits.
Using quotation templates can help speed up your quoting process. (And yes, you can use our free pool estimate template as a quote template!)
When you’re creating pool price estimates, they should describe the work and the approximate cost of completing that work.
A bid is more exact and tells a potential client the best possible price you can offer for your pool services. You can use our free estimate template to create professional pool bids. During the bidding process, the client is probably getting bids from a few different companies and will choose the lowest price with the best value.
There’s a big difference between estimates and invoices.
An estimate describes what the finished work will look like and how much it’ll cost to complete. This is the first step in any project. An estimate sets the expectations for the client, and you don’t move forward until they sign off on it.
An invoice is the final bill you send to the client for the completed work. This is the last step of the project. The amount on the invoice might be different from the amount on the estimate, depending on how much the work might have changed during the project. You can create an invoice using our free invoice template.
This is also the point where you can talk to the client about consumer financing.
That depends on how you’re doing it! If you’re using pen and paper, it could take a while to write down your contact details, add the customer’s information, write in all your line items from memory, and tally up construction costs in your head.
You’ll also need to factor in pool designs, site plans, city codes, and the latest safety technology for an inground pool or above-ground swimming pool. That’s part of why some pool builders and contractors decide to charge for quotes instead of offering a free quote.
With estimate templates, some of that information is already in place and the calculations are done automatically, including taxes and discounts. It should only take a few minutes to fill in the details for any sort of construction project, then send off the estimate to the client for approval.
Estimating and quote management software like Jobber makes it easy to create an estimate using your desktop or our free app for mobile and tablet.
Here’s what you can do with estimating software:
• Set up client files for storing estimates, job details, and invoices
• Let new leads request work through your website or Local Services Ads
• Create estimates with add-ons, packages, and images
• Convert estimates into jobs and invoices
• Give clients the option to approve estimates and pay deposits online
• Communicate with clients using email and SMS
• Manage team and job schedules, route work, and track time and expenses
• Get paid faster using automated quote follow-ups and credit card processing
Learn more about how Jobber can help you create estimates and win work faster.