The Pool / Hot Tub Work Order Template is a reliable means of gathering the facts surrounding a Customer’s request for maintenance or repairs. This paperwork sets facts such as the information of the Customer and the details for the work required to be set in writing along with the pricing involved. Once this template has been completed with this content, it can be followed up with content pertaining specifically to the concerned job (if needed), then presented to the Pool/Hot Tub Customer for his or her authorization.
How to Write in PDF & Word
Download: Adobe PDF Or Microsoft Word (.docx)
Step 1 – Obtain The Pool/Hot Tub Work Order
The Pool/Hot Tub Work Order can be downloaded using the “Adobe PDF” and “Microsoft Word (.docx)” links in this portion of the site or the “PDF” and “Word” buttons captioning the preview’s sample image.
Step 2 – Identify The Pool/Hot Tub Service Being Commissioned
The Pool/Hot Tub Service acting as the Recipient of this paperwork must be identified by the Entity “Company Name.” Deliver a recording of this business identity in the first text box of this work request. 
The empty lines that make up the next part of the header begin with the word “Name.” The full “Name” of the Hot Tub/Pool Service Technician or Customer Service Representative who will communicate with the Customer or be responsible for this paperwork must be identified on this line. After identifying the Service expected to effect the hot tub or pool repairs as well as the concerned Service Representative, documentation of the Hot Tub/Pool Repair Business’ address will be needed. The “Street Address” and “City, State, Country” lines on display expect this mailing address made as a three-line recording since the “Zip Code” will be needed on the next line down. The Hot Tub/Pool Service’s contact information would not be considered complete in this day and age if this Entity’s “Phone” number and “E-Mail” address are not included. Therefore, two additional areas of entry (labeled “Phone” and “E-Mail”).
Step 3 – Assign The Hot Tub/Pool Repair’s Filing Material
The “Work Order #” line just after the header refers to the document number the Hot Tub / Pool Service has determined will represent this repair or maintenance request in its bookkeeping or filing system. 
Another area of entry has been presented across the page from the document number you record. The line attached to the “Date” label expects a recording of the exact “Date” this template is being completed. Keep in mind this information, the work number, and the signature (to be provided later) will all work together to define this work order and allow it to proceed to the stage following its receipt and review by the Hot Tub / Pool Service.
Step 4 – Deliver A Production Of The Hot Tub / Pool Customer’s Billing Information
The Hot Tub / Pool Customer must have his or her “Name” attached as the Requester of this service. The “Client Information” section has been set to organize this content for presentation. Use the first line here to dispense the Hot Tub/Pool Customer’s “Name” then the second and third lines to present his or her current “E-Mail” address and “Phone” number (respectively). 
Conclude this document with the Hot Tub/Pool Customer’s address requested through the final three lines . The “Street Address,” “City, State, Country,” and “Zip Code” making up the last three lines of this section are set here to display this address for review.
Step 6 – Settle On The Hot Tub/Pool Maintenance Or Repair Dates
The “Order” section serves two labeled areas to define when the hot tub or pool maintenance (or repair) can be performed. The first calendar date of work for the hot tub or pool maintenance is needed on the blank line after the label “Expected Start Date” while the termination or due date when the maintenance should be completed must be filed on the blank line labeled “Expected End Date.”
Step 7 – Account For The Hot Tub/Pool Maintenance Or Repair Materials
The “Material” table in the next area provides four columns where a record of the hot tub or pool maintenance products needed for this project can be documented for payment. The first step here will be to list the name of the hot tub or pool product in the “Description” column. If the physical item being paid for is best identified by a part number or manufacturer’s I.D. number, then you use this information to request payment as well. 
The second column of the “Material” table should be used to define how many hot tub or pool maintenance products will be needed. Enter the “Quantity” of each hot tub/pool product that will likely require payment in the field adjacent to its name or part number. A third column will seek to further define how much will be owed by displaying the cost of just one hot tub or pool product or unit. This “Unit Cost” should be delivered on the appropriate row for each discussed maintenance or repair product. The fourth column concludes every row being worked on by first requiring a minor calculation. The “Quantity” of every hot tub/pool product must be multiplied with its “Unit Cost.” Only work across each row to perform this math, then place the result in the “Amount” column. All amounts that have been calculated in the previous step should be added to one value then produced in the “Total Material” field.
Step 8 – Complete A Discussion Regarding The Hot Tub/Pool Maintenance Service Charges
The time the Hot Tub/Pool Maintenance Technician will be paid for should be submitted in the next requested report. Turn your attention to the “Description” column of the “Service” table then produce a row-by-row schedule of intended work shifts or the “Service Agreement” that contains such information. 
Next, the “Hours” column shall expect your entry to continue across the row with a report on how long the Hot Tub/Pool Technician(s) will work during the shift or service being discussed on that row. Deliver the dollar amount of the “Hourly Rate” to be applied to the hot tub or pool maintenance “Hours” in the third column. It will be assumed that for every hour worked the “Hourly Rate” reported will be paid to the Hot Tub /Pool Technician or Company. This must be presented as the hot tub/pool maintenance “Hours” multiplied with the discussed “Hourly Rate.” This result will be the “Amount” the Hot Tub/Pool Technician Or Service will require for the work shift discussed earlier that row. The Client will expect a summary of the “Total Service” cost for the hot tub or pool maintenance being commissioned. Add all the amounts in the final column of the Hot Tub/Pool Technician or Company’s “Service” table to single value that you record in the box labeled “Total Service.”
Step 9 – Combine The Necessary Values To Deliver The Hot Tub /Pool Maintenance Total Owed
The “Subtotal” box that follows the previous tables expect the hot tub pool maintenance job’s “Total Material” plus its “Total Service.” 
All service taxes and sales taxes that must be added to the hot tub or pool’s maintenance job’s “Subtotal” should be calculated according to the laws set by the local Tax Entity. Perform any such required application to the “Subtotal” then present the “Tax” amount the Hot Tub / Pool Company is obligated to collect with the Customer’s expected payment on behalf of the government. Add the sales and/or service “Tax” expected to the hot tub or pool job’s “Subtotal.” The concerned sum is the hot tub or pool job’s estimated “Total.” Document this in the final table box displayed on this worksheet.
Step 10 – An Identification Of The Hot Tub/Pool Maintenance Work Request’s Preparer Is Required
The “Work Order Completed By” section requires only one entry: the full name of the Party or Parties responsible for physically entering information on this form. A blank line is attached to this label to accept this information.
Step 11 – Deliver Additional Discussions On The Hot Tub Or Pool Maintenance Job As Needed
In many cases, this maintenance request can be considered complete. The “Comments Or Suggestions” section delivers a couple of blank lines where additional discussion can be presented. This is an optional area and may only be employed at your discretion. 
Step 12 – Proceed With The Hot Tub Or Pool Maintenance Job Only After Acquiring The Customer’s Written Authorization
The Hot Tub/Pool Client must locate the final blank line of this document then sign his or her name to the area preceding the label “Client Signature” as a way of verifying his or her intention to pay for the commissioned work (and products).
How to Write in Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Acquire The Hot Tub/Pool Maintenance And Repair Work Order
The Hot Tub/Pool Work Order Template can be produced with the “Excel” file available through the button displayed with the sample image or, if preferred, you can gain access using the link “Microsoft Excel (.xlsx)”
Step 2 – Name The Hot Tub Or Pool Maintenance Company Or Technician
Once downloaded then opened, locate the first column. Cell A1 at the head of this column seeks the Hot Tub/Pool Maintenance Technician or “Company Logo” inserted as a substitution for the currently displayed label (“Add Your Company Logo Here”) and generic placeholder clipart. 
Cell A2 expects the Hot Tub/Pool Maintenance Technician or “Company Name” presented with its logo at the top of column A as well. Take note, these items will display at the top left of the page if printed. The third, fourth, and fifth fields in column A (cells A4, A5, and A6 respectively) seek the “Name” of the Hot Tub/Pool Technician or Office Employee handling this work order along with the “Street Address,” “City, State,” and “Country” of the Hot Tub/Pool Service Company’s mailing address produced for display in the top left portion of this page. Make use of cell A6 to complete the Hot Tub/Pool Maintenance Business’ address by replacing the words “Zip Code” with the appropriate postal code. Most Customers will prefer direct contact vial “E-Mail” and/or “Phone” call. Thus, to keep the lines of communication open, supply the Hot Tub/Pool Technician (or Company) business “E-Mail” address to cell A7 and its “Phone” number to cell A8. This will facilitate future correspondence regarding this work order in a timely manner.
Step 3 – Properly File The Hot Tub/Pool Maintenance Details For This Job
After producing the Hot Tub/Pool Maintenance Company’s information focus your attention to the right of your previous entries. The “Work Order” and “Date” headings presented in columns G and H will require two pieces of information recorded. First, in cell F5, submit the formal filing number the Hot Tub/Pool Service assigned to this document. Review the maintenance work order “Date” of request in cell H5. If the current “Date” on your desktop is inappropriate for this document, you can delete this from cell H5, then substitute the preferred “Date” as the contents of cell H5. This field must have an entry and should not be left blank.
Step 4 – Solidify The Hot Tub/Pool Customer’s Identity
Column A shall once again require attention to identify a Party in this correspondence. Type in the full “Name” of the Hot Tub/Pool Repair (or Maintenance) Client in cell A11 then continue down this column with a recording of his or her billing address in cell A12 (“Street Address”), cell A13 (“City, State, Country”), and lastly cell A14 (“Zip Code”). 
The next concern for the section you are currently working on (“Client Information”) involves the ability to directly contact the Hot Tub/Pool Maintenance and Service Customer. Use cell A15 to present the “E-Mail” address then cell A16 to dispense the Hot Tub/Pool Customer “Phone” number.
Step 5 – Document When The Hot Tub/Pool Maintenance May Be Effected
The dates when the hot tub or the pool work should commence and when both the Customer and the Service Technician (or Maintenance/Repair Business) agree it should be completed are required items for this paperwork. The first date when the Hot Tub or Pool Maintenance Engineer may commence on the Customer’s job should be entered in cell G11 immediately following the label “Expected Start Date.” Cell G12 makes up the next cell in this two-field series and requires documentation defining the estimated completion date of the hot tub or pool job furnished after the label “Expected End Date.”
Step 6 – Inform The Hot Tub/Pool Customer Of The Estimated Materials Charge
It will be important to discuss the hot tub or pool maintenance project to some degree in this work order so that both Parties are aware of their responsibilities. Naturally, a hot tub or pool repair may require the Customer to pay for certain replacement parts while a maintenance job may have products that will also require payment. Regardless of the specifics of the project, any hot tub or pool product or replacement part the Customer must pay for will need to be listed for his or her approval. Perform this action in column A in the “Material” table. 
Column F of this table continues the report on each described hot tub or pool product. This column requests that the “Quantity” that will be supplied by the Hot Tub/Pool Repair or Maintenance Company and that will be billed to the Customer issuing this request be documented. After discussing what will be supplied and how many, we must deliver the cost of just one unit. This “Unit Price” for the hot tub or pool maintenance product is required as column G’s entry for every row displaying a “Quantity.” Once the “Quantity” and the “Unit Price” of a hot tub or pool maintenance item has been supplied on a row, the “Amount” that will be expected will populate the final field of that row in column H of the “Material” table.
Step 7 – Submit The Hot Tub/Pool Job’s Service Amounts
The time spent on repairing the hot tub or the pool will also bear some documentation. Thus, find the “Service” table where a record of the expected work days and times for the hot tub or pool repair/maintenance project will be expected in column A under “Description” Count the number of “Hours” between the reported start time and end time of every shift for this maintenance or repair. If specific times were not listed, then estimate the number of “Hours” the hot tub or pool work will take. Once you reach a number of “Hours” that can be billed for the shift described, deliver it to the F column in the “Service” table. The final entry to be made for the “Service” table is anticipated in column G under the “Hourly Rate” column heading. Here, the payment expected for every one hour of maintenance/repair work performed on the hot tub or pool should be entered. This “Hourly Rate” may vary depending upon the shift, job requirements, or crew size so make sure to double-check your figures. Once supplied with the “Hourly Rate,” the adjacent cell of the row you are working on will immediately display a calculated “Amount.” This will be the dollar value of the payment expected for the hot tub or pool work.
Step 8 – Discuss The Owed Sales And/Or Service Tax
Many states and counties will impose a sales “Tax” on hot tub or pool products. Some may also expect a service “Tax” on the time spent working on the hot tub or pool. It is important to be abreast of any “Tax” codes governing the Hot Tub/Pool Maintenance Engineer or Company’s business transactions. If any “Tax” is to be collected from the Hot Tub/Pool Client with the project’s “Subtotal,” then you must determine it so that a presentation of the “Tax” amount owed can be displayed in cell H36. 
Step 9 – Dispense A Report On The Preparer
As the individual entering information to this form, a certain obligation to identify yourself has been placed. Produce your name to complete the phrase “Work Order Completed By.”
Step 10 – Conclude With Any Remaining Hot Tub/Pool Maintenance Comments
The hot tub or pool project may necessitate additional material submitted with this request. If so, cell A38 supplies a space after the label “Comments Or Suggestions” where the Hot Tub/Pool Customer can continue delivering request material or the Company can make sure certain instructions/disclosures are presented early on. This is optional however and can be left blank. 
Step 11 – Obtain The Hot Tub/Pool Client’s Signature Of Approval
Finally, the Hot Tub or Pool Client should be given the opportunity (and ample time) to review every entry made here. This will define what he or she is paying for and who must be paid for the work. The “Client Signature” line, once signed by the Hot Tub/Pool Client, will act as proof that this Party is aware of the charges associated with the maintenance or repair request and will submit payment according to whatever payment agreement is in place at the time. 
