Start with the property
Have your service address, city, and ZIP code ready. A provider needs the location to confirm coverage and consider routing before discussing a visit.
Describe your pool and spa
Share the approximate pool size if you know it, whether the pool is screened or uncovered, and whether a spa shares the pool equipment. Photos can help explain the setup.
Explain what you have noticed
Mention visible debris, buildup, or a change in how the equipment sounds or runs. Describe observations rather than trying to diagnose a problem.
Confirm access and the scope
Discuss gate access and how pets will be secured. Ask which tasks, supplies, and additional work are included in the quote, and how separate charges will be approved.