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In order to consistently provide the highest quality of services, both new and established businesses need to develop a robust pool checklist.
Creating a complete pool checklist allows you to:
In addition, a great checklist reassures the business and clients all proper steps are being taken for all clients.
This article ensures you have all of the necessary information to easily create a robust pool checklist.
Businesses need a pool checklist so that the technicians and clients have a clear set of mutual expectations of services.
In turn, clients are likely to be more satisfied with their high-quality services, which increases the likelihood of them:
Plus, the best pool checklist:
In addition, providing clients with these checklists can also work as an upsell strategy. This is because it allows them to see which services could be included in their next service.
Depending on the services and packages your business offers, the top items to include in your checklist varies.
Think about your pool business standard practices to decide which are the most important elements to include.
For instance, what’s included in a basic pool maintenance package versus a deluxe pool maintenance package?
Take a look at a basic overview of what you should consider including in your pool checklist:
Prior to implementing your new checklist, it’s important to have your technicians review it to discover any missing gaps.
Also, consider any disputes or complaints you’ve received about your services to determine any additional elements to include.
In turn, adding these elements to your checklist will help to resolve or eliminate these disagreements in the future.
Even after you’ve implemented your pool checklist, it’s never too late to make adjustments and perfect it based on feedback.
For instance, even after your team’s initial feedback, it’s important to ask for follow up feedback a few weeks later after the checklist has been in use for a while.
Ask your technicians if the checklist has helped them to better perform their duties, or if there are any adjustments that could make their jobs easier.
Also, you might consider asking a select few (or all) clients to provide you with feedback regarding your checklist.
For example, you can ask clients if the checklist is helpful in informing them of the services and steps being performed, or if there are any improvements you can make.
By far, the best way to streamline your pool checklist is by utilizing the #1 pool service software.
Rather than making technicians fill out manual, printed checklists at each job, Service Autopilot allows you to upload your checklist into the software.
This way, you can have technicians complete the pool checklist before leaving the property. In fact, you can require before and after photos to be added to the client’s account.
Plus, Service Autopilot also provides you with:
Use Service Autopilot to quickly achieve your goals and grow your business beyond your wildest expectations.
Instant invoicing
Better scheduling
Manage your clients and employees all in one system
Using the information in this article, you can create the best pool checklist for all of your everyday jobs.
Use your new checklist to make sure:
Now, you can use this information to easily create the best pool checklist!
Related: Commercial Pool Equipment: Basics to Get Started
Originally published March 31, 2022 7:00 AM
Tags: Business Operation, Featured Post
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