What equipment notes should I pass to a buyer about each customer’s pool?
Give the buyer a file for each pool: the pump, filter, heater and sanitizing system, their age and condition, past repairs, quirks and any access or safety notes. These notes let the new owner serve each customer well from the first visit.
Think of each pool as having its own history. Record the equipment type, make and model where you know it, install date, last service and any repeat problems. Note what the customer has been told, such as a planned replacement or a repair they declined. That keeps the new owner from repeating a conversation or breaking a promise.
Add the practical details. Where is the equipment pad, and how does a technician get in? Is there a dog, a gate code or a time the customer prefers? Which products does the pool take well, and what does it react badly to? These small points protect the relationship in the first month, when customers are watching how the handover goes.
Finally, sort the notes so they are usable. A one-page summary per pool, kept in the same format, beats a pile of loose scribbles. Flag the pools with older equipment, since a buyer may plan repair or replacement work from them. Be honest about what you do not know. A buyer will check some of it on site anyway. Photos of the equipment pad and any labels help a great deal. A quick picture taken on your next visit costs little and spares the new technician from guessing which pump or filter sits behind the fence.
Key takeaways
- Keep one summary per pool covering equipment, age, repairs and quirks.
- Record access details, customer preferences and promises already made.
- Say what you do not know instead of guessing.
Related reading
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Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentAfter buying a business, what is the next step?
- 02Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
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