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Pool & Spa Service: Chemistry, Clients & Cash Flow

The operator-to-operator playbook for launching, pricing, and growing a profitable pool and spa service business using the Chemistry & Compliance Kit as your daily backbone.

73 min · 30 video lectures · quizzes · assignments · workbook

About this course

Most pool and spa technicians are excellent at water chemistry — and inconsistent at running a business. They underprice recurring contracts, miss compliance documentation until a health inspector shows up, and have no clear picture of which accounts are actually profitable. This course fixes that.

Why it pays for itself:

  • Built specifically to pair with the Pool & Spa Service Chemistry & Compliance Kit, this 30-lecture program covers every layer of a professional, profitable service operation: how to price weekly routes and one-time openings so every visit covers your chemical cost, drive time, and labor with real margin left over.
  • How to win residential and commercial accounts with professional proposals.
  • How to run a documented, compliant field process that satisfies health departments and protects your liability.
  • And how to build the recurring route density that turns a van and a test kit into a business that runs without you.
  • You will use the Kit's modules — the Water Chemistry Calculator that diagnoses every pool against MAHC thresholds and outputs a live SAFE/CAUTION/DO NOT OPEN call, the Chemistry Test Log that creates your health-department audit trail, the Service Checklist for consistent visit documentation, the Job Tracker, and the Income & Expenses log with its built-in net profit summary — as your daily operating backbone.
  • Every lecture connects directly to a tab you will use that same week.
  • What you are getting: a pricing model that accounts for chemical cost per visit, not just labor.
  • A compliance documentation system that holds up during inspections.
  • A Chemistry Calculator workflow that makes every tech consistent regardless of experience.
  • A recurring-contract strategy that creates predictable monthly revenue.
  • And a bookkeeping discipline that shows you exactly which accounts and service types are making you money.
  • This is operator-to-operator content.
  • No motivation speeches.
  • No vague advice.
  • Just the specific moves — grounded in real pool and spa trade knowledge — that make a service route profitable, professional, and scalable.

What you'll learn

  • You'll be able to price any service visit — weekly maintenance, opening, closing, or repair call — with chemical cost, labor, and drive time fully covered and a target margin built in
  • You'll be able to use the Water Chemistry Calculator to diagnose pH, free chlorine, total alkalinity, calcium hardness, CYA, and LSI against MAHC thresholds and issue a live SAFE or DO NOT OPEN call
  • You'll be able to populate and maintain the Chemistry Test Log so every visit produces a compliant, date-stamped audit record ready for health-department inspection
  • You'll be able to run a consistent, documented service visit using the Service Checklist so every technician performs the same steps in the same order
  • You'll be able to track every job, client, and service frequency in the Job Tracker and convert that data into accurate monthly billing
  • You'll be able to calculate your real net profit per month using the Income & Expenses log and identify which accounts and service types earn the most per hour
  • You'll be able to build and close recurring service contracts with residential and commercial clients using a professional proposal and onboarding process
  • You'll be able to build a service route dense enough that a second technician can be added without retraining from scratch

Course curriculum

Section 1: Welcome & Setting Up Your Operations Backbone

  • Welcome: How This Course and Kit Work Together
  • Business Structure, Insurance & Licensing for Pool Operators
  • Kit Orientation: Navigating All Five Modules
  • Your Real Labor Rate and True Overhead
  • Compliance Overview: MAHC Standards and Health Authority Requirements

Section 2: Pricing, Estimating & Pool-Service Money Math

  • Pricing Weekly & Bi-Weekly Service Contracts
  • Pricing Openings, Closings & One-Time Service Calls
  • Calculating Chemical Cost Per Visit with the Chemistry Calculator
  • Building a Service Route for Maximum Profitability
  • Quoting & Winning Commercial Pool Accounts

Section 3: Winning & Onboarding Clients

  • Finding Your First Pool Accounts: Channels That Work
  • The Client Consultation: Site Assessment Before You Quote
  • Proposals, Contracts & Written Service Agreements
  • Onboarding a New Client: First Visit Protocol
  • Handling Problem Clients, Scope Creep & Bad-Fit Accounts

Section 4: Field Operations, Chemistry & Compliance

  • Water Chemistry Fundamentals: What Every Parameter Means
  • The Langelier Saturation Index: Protecting Surfaces and Equipment
  • Running a Compliant Service Visit: Checklist to Test Log
  • Problem Chemistry: Algae, Green Water & Recovery Protocols
  • Chemical Safety, Storage & Regulatory Compliance

Section 5: Money, Bookkeeping & Profit

  • Income & Expenses Tab: Your Monthly Profit Dashboard
  • Billing, Invoicing & Getting Paid on Time
  • Profit Per Account: Identifying Your Best and Worst Clients
  • Tax Readiness: Deductions, Records & Year-End Prep
  • Reading Your Monthly Numbers & Making Better Decisions

Section 6: Recurring Revenue, Route Scaling & Growth

  • Building Recurring Revenue: Contracts, Retainers & Prepaid Plans
  • Adding Commercial Accounts: Hotels, Condos & HOAs
  • Hiring Your First Technician: Training, Delegation & Quality Control
  • Upselling: Equipment Service, Water Features & Seasonal Programs
  • Building Systems to Scale — or Sell — Your Business

Ready to start?

$129 Enroll now — instant access

Instant lifetime access · HD video · workbook & templates included

Who this course is for

Built for new pool and spa technicians who want a structured, professional launch without expensive trial-and-error.

Everything you get, working together: