A pool leak detection company needs systems for lead intake, scheduling, pricing, field inspection, photo documentation, report writing, invoicing, payments, follow-up, reviews, referrals, equipment tracking, and bookkeeping. The most important are the ones that protect the diagnostic process -- because that is what the business is built on.
The Core Business Systems
Lead Intake System
- How long has the pool been losing water?
- How much water per day?
- Does loss change pump on vs. off?
- Is there a spa or water features?
- Is the water clear?
- Was a bucket test done?
Scheduling and Dispatch
- Appointment times and travel distance
- Technician schedule
- Customer contact and address
- Job notes and scope
- Follow-up tasks
Pricing and Quoting
- Pool-only inspection price
- Pool and spa price
- Pressure testing add-on
- Water feature add-on
- Travel charges
- Report and return visit fees
Field Inspection Checklist
- Equipment inspection
- Skimmer and light inspection
- Dye test locations
- Pressure test results
- Plumbing lines tested
- Photos taken
- Findings and limitations
Photo Documentation
- Organized by customer and date
- Leak location photos
- Pressure gauge readings
- Dye test results
- Equipment photos
Report Writing
- What was inspected
- What was tested and found
- What was not tested
- Limitations
- Repair recommendation
Invoicing and Payment
- Invoice sent same day
- Payment method options
- Deposit policy if applicable
- No-leak-found payment policy
Follow-Up and Reviews
- Report delivery confirmation
- Review request after job
- Repair estimate follow-up
- Referral tracking
Equipment Tracking
- Dye, plugs, gauges inventory
- Hydrophone and acoustic tools
- Batteries and chargers
- Replacement parts
How Systems Connect to the H.U.N.T.E.R. Method™
The H.U.N.T.E.R. Method should not live only in the technician's head. It should be built into forms, checklists, and workflows so every job follows the same professional standard.
Common System Mistakes
LBA Resources
Jeff David's Perspective
The difference between a technician and a business is systems. I can find a leak without a form. But I cannot build a reliable business without a process that every customer and every job runs through the same way.
At Leak and Subsurface Locators, LLC, the intake form, the field checklist, the report template, and the follow-up process are what make the business consistent. They are also what protect us -- if a customer later questions a finding, the documentation answers for us.
You do not need expensive software to start. You need the right questions on intake, a field checklist that matches the H.U.N.T.E.R. Method, and a report template you send on every job. Build those first. The rest follows.
-- Jeff David, Founder | Leak Business Academy, LLC | Leak and Subsurface Locators, LLC
Systems Turn a Technician Into a Business
A pool leak detection company needs systems for leads, scheduling, pricing, inspections, photos, reports, invoices, payments, follow-up, reviews, referrals, tools, and bookkeeping. The most important are the ones that protect the diagnostic process -- intake questions, field checklists, and written reports.
Build the Systems Before You Need Them
Leak Business Academy, LLC provides the operational tools, templates, and training to run a professional pool leak detection company from day one.