Pool heater installation: a guide for pros

What customers ask, how to win the job, and what to put on your profile.

Offering pool heater installation

Pool heater installation is a plumbing, gas or electrical job with safety and permit requirements built in. Customers buy on the plan for the connections and the quality of the install, so show them the plan before you start.

What customers ask

  • Which heater should I buy for my pool and climate?
  • Do I need a new gas line or a bigger electrical circuit?
  • How long will the install take?
  • Will the heater work with my pump and filter?
  • What is the warranty on the heater?
  • Can you install a cover or a timer too?

How to win the job

  • On the site visit, measure the pool volume, check the existing pump and filter, and look at the gas line and electrical service before you quote.
  • Show the customer the heater options side by side, with the fuel, the climate fit and the running trade-offs for their pool.
  • Put the gas and electrical work on their own quote lines, with the licensed trade named for each.
  • Include the bypass valves, unions and pad in the quote so the customer sees the full plumbing scope.
  • Explain the permit and inspection steps in writing, and put the inspection dates in the schedule.
  • Walk the customer through the controls and safety settings at start-up, and leave a written sheet.

What to put on your profile

  • Post install photos of heater pads, bypass plumbing and clean gas or electrical connections, taken before the covers go on
  • List the heater brands and types you install, such as gas, electric and heat pump units
  • State the gas, electrical and plumbing trades you work with, and the work you do yourself where licensed
  • Show a sample quote layout that separates the heater, the connections and the permits

Follow-up that helps the customer

  • Offer a cover or timer when the customer is deciding on the heater, since both help the heater run well
  • Suggest a yearly heater check to catch scale, flow and sensor problems early
  • Recommend a pump and filter check, since low flow is a common cause of heater faults

Licenses and permits

Pool heater installation usually requires licensed gas and electrical work where those parts are involved, and permits are often needed. Confirm each requirement with your state or local licensing agency and your local building office before you bid.

Questions

Can I do the gas connection myself?

In many places gas connections need a licensed trade and a permit. Check with your state or local licensing agency before you take on any gas work, and record who made each connection in the job file.

What clearance does the heater need?

Follow the heater manual for clearance, ventilation and drainage. Photograph the install with the clearances visible, since inspectors and customers both ask for proof.

How do I size a heater for the pool?

Use the pool volume, the temperature rise the customer wants, the climate and the hours the heater will run. Show your sizing notes in the quote so the customer can see how you chose the unit.

About this guide

This national guide is written and checked by infinibell. Rules and conditions differ by place, so local pros are credited on guides for the cities they serve, not on national ones.

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