Pooltopia Pool School Closeout

1. Customer lookup

Search by name, phone, email, address, or JobTread job number

2. Project info

Customer name Email Phone Project address

Tech / PM name Pool school date GHL contact ID JobTread job ID

3. Sold scope confirmation

Pulled from JobTread budget/cost item keywords when available. PM/tech can correct before customer walkthrough.

4. PM pre-closeout review

Use before pool school to compare the signed proposal/JobTread budget against installed equipment and owner-responsibility items.

PM reviewer Review date

Signed proposal, JobTread scope, and installed equipment have been compared. Owner/customer responsibility items are identified and ready to review. Scope questions are resolved or written in the notes below. PM review notes / unresolved scope questions

5. Installed equipment

Pool model Shell color Estimated gallons Clean filter baseline PSI Filter notes Equipment notes

6. Pre-pool-school readiness

7. Water chemistry record

Free chlorine pH Total alkalinity Calcium hardness CYA / stabilizer Salt level Water temp Next water test date

Chemicals added today

8. Customer training

9. Open punch items

Every open item needs an owner and due date.

10. Leave-behind confirmed

11. Required customer sign-off

I acknowledge that Pooltopia completed pool school with me, reviewed equipment operation, routine maintenance, chemical safety, open items listed above, and provided the customer leave-behind information. Customer typed full name Customer signature

Tech/PM typed name Tech/PM signature

Final notes

Tech access