Protecting Your Business Beyond Peak Season: Managing Claims and Best Practices

Even as the busiest months of the year wind down, the potential risks in pool and spa service work don’t ease. Now is an ideal time to review what went well this summer — and where you might tighten up protocols before the next busy season rolls around. Recently, there’s been an uptick in claim trends that highlight areas where pool service professionals can improve procedures to reduce liability and protect their clients and businesses.
One of the most common and costly claims involves improper pool draining. This can lead to water migrating into homes, causing flooding and significant interior damage. The situations often stem from inadequate site assessment, incorrect drainage techniques, clogged cleanout drains or simply draining into the wrong cleanout line. The costs associated with restoring flood-damaged homes can be staggering — and in most cases, preventable.
Chemical-related claims are another major concern. Overuse or misuse of sanitizers and pH adjusters can lead to staining, surface damage and equipment issues. Whether it’s plaster discoloration or damaged pool finishes, improper chemical handling can create long-term headaches for you and your customers.
So, what can be done? Our underwriters are asking the same question — and the answers start with consistent training, documentation and clear client communication.
When draining a pool:
- Evaluate the surroundings, including terrain, drainage systems, nearby structures and neighboring properties.
- Ensure someone is home to access any backup in the home.
- Use correct pumps and hoses; monitor the flow rate carefully.
- Ensure water is draining into the correct cleanout — not a clogged or root-infiltrated pipe.
- Have the customer sign a pool draining liability release waiver and obtain their consent for drainage procedures.
- Document everything — from the methods used to the condition of the site.
For chemical application:
- Follow manufacturer’s instructions, adhering to recommended dosages.
- Ensure you and all technicians are trained in proper chemical handling, storage and application procedures.
- Regularly test water parameters (pH, chlorine levels, alkalinity) before and after chemical application, adjusting as needed.
- Keep records of every step, including what was used, how much and any communication with the customer.
- Know your products, especially on dark-bottomed pools or unique surfaces. If you’re unsure, don’t risk it.
Staying up to date on best practices, certifications and regional regulations isn’t just good for business — it’s essential. The more proactive you are, the more you protect your customers, team and reputation.
As we move into the fall and start preparing for next year, take this opportunity to evaluate your protocols and procedures. If you have questions or need support, reach out. We’re here to help you operate safely and professionally — all year long.
Protect your work, protect your life! successful one.
