Log every piece of equipment by customer. Track warranties, service dates, and maintenance intervals.
Free spreadsheet to track customer equipment with model numbers, warranty dates, and recurring maintenance schedules.
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Proactive equipment maintenance extends equipment life, prevents emergency repairs, and creates a recurring revenue stream from scheduled service. Tracking equipment age, warranty status, and service history across all customers enables data-driven recommendations for maintenance and replacement.
For each piece of equipment, record: customer name, equipment type, brand, model number, serial number, install date, warranty expiration, current condition (good/fair/poor), last service date, and next service date. This data enables warranty claims before expiration, proactive replacement recommendations, and accurate parts ordering.
Industry-standard maintenance intervals: cartridge filter cleaning every 3-6 months ($75-95), DE filter teardown every 6 months ($85-110), sand filter media replacement every 5-7 years ($200-300), salt cell acid wash every 3 months ($85-100), heater inspection annually ($65-85), and pump motor bearing check annually ($65-85). These represent significant recurring revenue opportunities.
Equipment warranties typically range from 1-3 years on motors and electronics to 5-10 years on shells and heat exchangers. Tracking warranty expiration dates allows you to recommend replacement or extended warranty purchase before coverage lapses. This positions you as a trusted advisor rather than a reactive repair service.
When spreadsheets stop scaling, PoolDial picks up where they leave off.
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