Pool Route Sheet Template: What to Put on Each Stop

A route sheet is the list you work from each day: who is on the route, in what order, and what you need to know to get in the gate. Most pool route owners start with a paper list or a spreadsheet, and either one works if the columns are right. This guide covers what to put on each line and how to keep the sheet useful as the route grows.

If you want to start now, download the free pool route sheet CSV and open it in Google Sheets or Excel. The three rows in it are fake. Delete them and add your own customers.

The columns that earn their space

One row is one pool. Keep the sheet narrow enough to read on a phone screen, because that is where you will look at it at 7 a.m. in a driveway.

Column	What goes in it
day	The weekday this pool is serviced.
stop	The order you drive it, 1, 2, 3 and so on.
customer	Name as the homeowner would say it.
address	Full street address so a map app finds it.
gate_code_access	Code, latch location, dog warnings, who to call if locked.
pool_type	Chlorine, salt, or whatever you actually service.
gallons	Your best estimate. It is only for your own reference.
monthly_rate	What you bill each month.
notes	Anything that saves you a call later.

Group by day, then order by drive

Sort the sheet by day first. Within a day, order the stops by the path you drive, not by customer name or by when they signed up. A good order cuts backtracking. A bad one costs you a few minutes at every stop, and that adds up over a week.

When a new customer comes on, do not just add them at the bottom. Look at which day already passes their neighborhood and slot them in there. If you are still deciding how many stops a day can hold, the guide on how many pools one tech can service per day walks through the math.

Gate and access notes

This is the column that saves the most grief. Write it the way you would tell a substitute who has never been there. "Side gate, lift the latch from the top, close it behind you" beats "side gate." Include:

• Gate codes and where the keypad is.
• Dogs, and whether they are in or out on service day.
• Where the equipment pad is if it is not obvious.
• Whether the homeowner wants a text before you arrive.

Codes are sensitive. If you share the sheet with a helper, share only the days they work, and do not email the whole file around.

Notes that belong in a separate place

Keep the route sheet about getting to the pool and getting in. Water readings and chemicals added belong in a separate log, one line per visit. The pool chemical log sheet guide covers that side, with its own CSV. Mixing the two in one sheet makes both harder to read.

Keeping the sheet current

A route sheet goes stale fast. A customer cancels, someone changes a gate code, a pool gets a new pump. Pick one habit and stick to it: update the sheet the same day the change happens, from your phone, before you leave the stop. If you wait until the weekend, you will forget half of it.

Review the monthly_rate column once a quarter. If you have not looked at your rates in a year, the guide on pricing pool service routes shows how to check whether each stop still pays.

Where a sheet starts to hurt

A spreadsheet is fine at 20 pools. Somewhere past 60 or so, a few things get annoying: you cannot easily see one day at a time without filtering, notes pile up in a single cell, and the sheet has no way to hold a visit history. Billing is a separate chore on top of that, and the pool service invoice template guide covers it.

PoolServiceBook is a $29/month app built for this: customers grouped by service day into a daily route with stop order and gate notes, plus a visit log on your phone. There is a 14-day free trial with no card, and you can start one here. It does not replace a good habit of writing things down, only the place you write them.