Serving Pasco County, New Tampa, and Surrounding areas | 1-833-519-POOL

Weekly Service Department Check-In

Basic Information

Full Name

Email *

Phone *

Sales Performance

Recurring Customer Count

Current Commercial Customer Count

Current Residential Customer Count

New Customers Week-to-Date

Lost Customers Week-to-Date

Small Job Performance

Small Jobs Completed Week-to-Date

Top-Performing Technician

Reason This Technician Was the Top Performer

Next Week’s Small Job Focus

Referrals and Profitability

Technician Referrals Week-to-Date

Estimated Revenue Generated from Referrals

Weekly Profitability Status

Inventory and Supply Management

Were there any chemical or supply shortages?

Yes

No

Chemical or Supply Shortage Details

Were any stock discrepancies or overuse issues noticed?

Yes

No

Technician and Inventory Issue

Vehicle Restock Compliance

Vendor or Delivery Delays

Payroll and Labor Review

Total Hours Scheduled

Total Hours Worked

Hours Variance

Notes on Missed or Added Hours

Were there any attendance or tardiness issues?

Yes

No

Attendance or Tardiness Details

Were there overtime concerns?

Yes

No

Overtime Details

Were any employees under-utilized?

Yes

No

Under-Utilization Details

Customer Experience and Service Quality

Customer Feedback or Complaints to Address

Repeat Service Calls or Unresolved Issues

Positive Customer Feedback or Success Stories

Have all new customers been contacted?

Yes

No

No new customers this week

New Customers Still Needing Contact

Were there complaints about no service or being skipped?

Yes

No

Customer and Service Complaint Details

Did the technician provide proof of calling, texting, or contacting the customer?

Yes

No

Not applicable

Upload Contact Proof

Service Notes Follow-Up

Have all service notes been reviewed in Skimmer?

Yes

No

Have all required follow-ups been scheduled in Skimmer?

Yes

No

No follow-ups required

Service Notes Still Needing Follow-Up

Service Notes Requiring Assistance or Guidance

Weekly Trends Identified from Service Notes

Does the issue need to be addressed with the broader team?

Yes

No

Recommended Team Communication or Training

Work Order Accuracy and Completion

Were there any missing or incomplete work orders?

Yes

No

Missing or Incomplete Work Order Details

Were any work orders missing “Work Performed” photos?

Yes

No

Technicians or Work Orders Missing Photos

Is follow-up or retraining required?

Yes

No

Follow-Up or Retraining Plan

Safety and Compliance

Were there any safety incidents this week?

Yes

No

Were there any near-miss incidents this week?

Yes

No

Safety Incident or Near-Miss Details

Were there vehicle safety concerns?

Yes

No

Vehicle Safety Concern Details

Were there equipment safety concerns?

Yes

No

Equipment Safety Concern Details

PPE Compliance Rating

PPE or Field Safety Issues

Training or Safety Refreshers Needed

Safety Topic for Next Week

Next Week’s Priorities

Top Goal for Next Week — Goal 1

Goal 1 Owner

Top Goal for Next Week — Goal 2

Goal 2 Owner

Top Goal for Next Week — Goal 3

Goal 3 Owner

Dependencies, Resources, or Leadership Support Needed

Anticipated Challenges or Risks

Team Recognition and Wins

Team Members Who Stood Out This Week

Notable Customer Compliments or Positive Mentions

Examples of Teamwork, Leadership, or Going Above Expectations

COO Comments and Approvals

COO Feedback or Directives

Follow-Up Required Before the Next Check-In

COO Approval Status

Approved

Approved with Follow-up

Changes Requested

Pending Review

Tips For a poolfect pool

833-519-POOL (7665)

30610 Summer Sun Loop

Wesley Chapel, Florida 33545

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