Resources

New Pool Project Checklist

A printable planning checklist for a new inground pool, covering site, budget, construction, equipment, cover coordination, and handover.

Direct answer

Use this sheet before drawings are final, then update it at construction holds and handover. Record site, budget, shell and equipment decisions with the evidence reference, named confirmer and completion date. The revised HTML and existing PDF now contain the same planning tables.

Key takeaways

  • Lock site, waterline, and access before excavation.
  • Write equipment and cover reservations on the same sheet as the shell method.
  • Treat the HTML table as the canonical version; the PDF is a print companion.
  • Local permits and inspections still override any generic list.

Unrecorded site or equipment decisions can mean revising completed work. Use this sheet before drawings are final, then at construction holds and handover. Print the matching PDF or use the browser print command.

Revision 2, 8 October 2026: added evidence references, confirmation and dates to all groups; replaced the threshold diagram. The existing v1 download address is retained. Project/site: ___; drawing set/revision: ___; dimension unit: ___ (choose inches or mm).

Site and access

Scroll horizontally to read all columns.

Item Status / notes Evidence / drawing no. and revision Confirmed by / completion date
Property setbacks and easements confirmed
Excavation and pump-truck access path
Underground utilities marked
Neighbor and grade constraints written down
Desired waterline and finished-deck elevation

Takeaway: Completion criterion: Each site constraint has a current survey, utility record or project authority confirmation; unresolved items stay open.

White layout line on a lawn marking a future pool in front of a house.
Lock site, waterline, and access on this sheet before the hole is opened.

Budget structure

Scroll horizontally to read all columns.

Cost group In scope / unknown Scope document / revision Confirmed by / completion date
Shell and excavation
Plumbing, electrical, and bonding
Equipment package
Automatic cover, vault, and power
Coping, deck, and drainage
Interior finish
Permits, inspections, and contingencies

Takeaway: Completion criterion: Each cost group has a recorded scope owner and documented inclusion or unresolved allowance; do not invent a national price.

Construction and equipment

Scroll horizontally to read all columns.

Decision Choice / status Evidence / drawing no. and revision Confirmed by / completion date
Shell method Concrete / fiberglass / other
Equipment pad or room location
Heat source
Automation / controls
Cover type and track None / automatic / other
Cover vault, drain, and power

Takeaway: Completion criterion: The relevant designer/installer has confirmed the chosen layout and drawing revision before affected work is concealed.

Handover

Scroll horizontally to read all columns.

Item Received / status Document / revision Confirmed by / completion date
As-built equipment list
Finish and start-up instructions
Cover operating limits, if installed
Warranty contacts for equipment only, not this site

Takeaway: Completion criterion: Required project documents are received and acknowledged, with gaps assigned for follow-up.

The Town of Westlake’s 2025 residential pool guidelines illustrate site-plan and inspection records for that Texas jurisdiction. They do not establish setbacks, slope distances or permit rules for another site.

Concept section of house, pool, upper and lower slope features requiring survey and engineer review, with no distance thresholds.
Concept illustration, not to scale or a setback prescription. Record actual grades, property constraints and the local engineer-approved layout. Open the full-size diagram.

Related reading: the pool construction process, the equipment BOM, and the pool planning hub.

Frequently asked questions

Is this a construction contract checklist?

No. It is a planning sheet for owners, designers, and project buyers. It does not replace drawings, specifications, or a contractor agreement.

Which version should I cite?

Cite revision 2 dated 8 October 2026 on this page and in the PDF. The existing v1 download address is retained; check the revision inside the file. Stop using an older saved copy when the fields differ.

Sources

  1. Westlake, Texas Pool Permit Guidelines (2025), site plans and inspections — Town of Westlake
    Accessed October 8, 2026.

About the author

Editor

Lauren Crowe writes and reviews Fielder Pools guides from public technical sources. She is an editor, not a licensed engineer or contractor.

  • Source checks against manufacturer manuals and official guides
  • Documented correction and update workflow
  • Clear separation of sourced fact and editorial judgment