Services, checklists & visits
Building your service catalog, per-service checklists, the full visit lifecycle, and capturing proof-of-service.
Creating and managing services
The service catalog — what a service is, how pricing works, and the difference between a service and a ClientService.
Per-service checklists
Building checklists that techs must complete per visit. Kinds of fields, conditional logic, and how data is captured.
The visit lifecycle
Every state a visit goes through, from scheduled to complete (or skipped), and what the system does at each transition.
Proof of service
Photos, signatures, GPS breadcrumbs, weather stamps, and the QR sticker flow. How to prove service happened.
Pool chemistry & LSI
How the pool-chemistry flow works: readings, ranges, dosing recommendations, and the Langelier Saturation Index.