Chemical Only Contracts
A chemical delivery contract is not an inspection outcome — nobody walks a pool and discovers one. It is a standing supply agreement priced from delivery volumes, drum sizes, and branch costs, and it exists in this app because the arithmetic behind it is unforgiving: chlorine priced per gallon above a bulk threshold and differently below it, pH adjuster priced by case or by drum, balancing chemicals bundled or not, all multiplied across a multi-year term. Done in a spreadsheet, that math drifts between quotes. The builder makes it repeatable and puts the resulting document on the Salesforce Opportunity.
Chemical Only Contracts are available only for the Charlotte division, and only to Level 5 users or Level 4 users assigned to Charlotte. This is a hard scope, not a pilot flag — the pricing model is built around Charlotte’s delivery economics and is not portable to other branches as-is.
How the tab is organized
The tab has two views, and the line between them is whether a document has been generated:
| View | Contains | What you can do |
|---|---|---|
| Drafts | Contracts still being built | Continue editing, or generate the document |
| Finished Documents | Every contract that has generated a document | Re-download the DOCX or PDF, re-open it in the builder, or jump to its Salesforce Opportunity |
Both views search by customer or site, which is how you find a contract a year later when the renewal comes around.
Building a contract
Selecting a customer opens the Bodies of Water list rather than skipping past it. You must select at least one pool before continuing, whenever the customer has pools on file — a contract that names no pool is not a contract anyone can deliver against.
Pricing is assembled from independently selectable components:
| Component | Notes |
|---|---|
| Chlorine | Priced per gallon, with a separate rate above and below the bulk threshold; drum and storage-tank costs are carried separately |
| pH adjuster | Selectable as a 4×1-gallon case, or a 15- or 55-gallon drum, each with its own customer price |
| Balancing chemicals | Priced as their own package, independent of the two above |
| Term | 12, 24, or 36 months |
Delivery, hose-pull, service-call, and supplier-cost language is generated from those selections, so the terms the customer reads always match the numbers they were quoted. The customer-facing price sheet carries a five-business-day delivery notice.
The controller/service and Salesforce equipment workflow is retained alongside the delivery pricing — a contract can carry equipment as well as chemicals.
Contracts saved under earlier versions of the builder still open. The builder reads historical saved documents and maps them onto the current pricing model rather than refusing them, so a renewal from last season does not have to be rebuilt from scratch.
Pitfalls
- Do not expect this tab outside Charlotte. A Level 4 in another division will not see it, and the routes refuse the division outright.
- Do not skip the Bodies of Water step. It is required when the customer has pools on file, and the builder will not continue without a selection.
- Do not assume a Finished contract is locked. Re-opening one in the builder is supported — but regenerate the document afterwards, or the attached file and the saved figures disagree.
- Do not price chlorine by a single rate. The bulk threshold means volume changes the per-gallon cost, and quoting one rate across both sides of it understates or overstates the contract.
Related pages
- Salesforce Integration documents the Opportunity a finished contract attaches to.
- Expert Mode is the other proposal builder in the app, used for repair and renovation quotes.
- Roles and Permissions explains the Level 4 and Level 5 floors.
- Accounts & Filing covers how customers and bodies of water are organized.