Complete a Service Visit

Video: https://youtu.be/o1eE9Ui4Bfo

 

When a technician completes a service visit, the software requires only 4 fields to be filled out ( that you can customize a report to require more through Report Templates)

• Start/Stop Time - Users can manually select these

• Status - There are 3 status options that technicians should work with the company to define: complete, need to return, and follow up with customer

• Service type - The type of service completed (ex. Pool Cleaning). To add multiple service types, see this article.

Customer Notes - optional to send notes to customers

Private Notes - Notes only the office or technician can see. 

After these fields, you can save the service visit or you can add details about maintenance. 

Appointment List

View of appointment/route list on the mobile app:

 

Chemical Adjustments Table

Suggested Chemical calculations can be customized, Learn how to Customize Chemistry Suggestions

Please use caution and only use the suggestions as a guideline when calculating water chemistry adjustments.

In Pool Office Manager, you will manually enter the readings from the pool's chemical chemistry. The software will calculate its suggestions based on the volume of the pool saved for that customer. 

 

           

 

 

Resources!

Check out our website: https://poolofficemanager.com/ 

Help number: 614-710-0074 ext 3